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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	ARC Advisor Resource Council Dallas, Texas	$633K	+$802K	1	0.05%	New
677	Moors & Cabot Boston, Massachusetts	$632K	+$1.96K	3	0.03%	Increased
678	JF Joule Financial Lexington, Kentucky	$628K	+$821K	1	0.22%	New
679	WesBanco Bank Wheeling, West Virginia	$624K	-$599K	1	0.02%	Reduced
680	Asset Dedication LLC San Francisco, California	$622K	-$35.7K	3	0.05%	Reduced
681	Waddell & Associates Memphis, Tennessee	$621K	+$66.9K	2	0.08%	Increased
682	Ausdal Financial Partners Davenport, Iowa	$620K	+$43.1K	1	0.05%	Increased
683	Atomi Financial Group New York	$617K	+$72.5K	2	0.03%	Increased
684	Parallel Advisors San Francisco, California	$615K	-$40.2K	8	0.01%	Reduced
685	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$614K	+$165K	1	0.35%	Increased
686	China Universal Asset Management Company Shanghai, China	$614K	-$1.07M	1	0.06%	Reduced
687	Vestcor Inc Fredericton, New Brunswick, Canada	$609K	+$763K	1	0.02%	Increased
688	Stephens Inc Little Rock, Arkansas	$607K	-$56K	2	0.01%	Reduced
689	I InceptionR Lafayette, California	$605K	+$630K	1	0.18%	Increased
690	Confluence Wealth Services Mcmurray, Pennsylvania	$596K	+$82.3K	1	0.04%	Increased
691	Summit Global Investments Bountiful, Utah	$595K	+$230K	2	0.04%	Increased
692	V-Square Quantitative Management Chicago, Illinois	$594K	$0	1	0.09%	Maintained
693	M1FG Mach-1 Financial Group Rogers, Arkansas	$594K	+$837K	2	0.18%	New
694	WAM Westport Asset Management Southport, Connecticut	$592K	$0	1	0.29%	Maintained
695	AA Auxano Advisors Bellevue, Washington	$589K	+$43.2K	1	0.16%	Increased
696	MGO One Seven Beachwood, Ohio	$588K	-$282K	2	0.02%	Reduced
697	Fiduciary Trust Boston, Massachusetts	$588K	+$713K	1	0.01%	New
698	HB Wealth Management Atlanta, Georgia	$587K	-$533K	2	0%	Reduced
699	AIM Ausbil Investment Management Sydney, Australia	$585K	+$765K	1	0.36%	New
700	PEA Park Edge Advisors Cleveland, Ohio	$582K	+$994	1	0.16%	Increased