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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
701	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$259K	+$16.5K	3	0.03%	Increased
702	Veritable Wilmington, Delaware	$256K	+$215K	1	0.01%	New
703	CIA CSat Investment Advisory Detroit, Michigan	$252K	+$129K	2	0.03%	Increased
704	LJAC L.J. Altfest & Co New York	$250K	-$120K	1	0.07%	Reduced
705	Vestcor Inc Fredericton, New Brunswick, Canada	$249K	+$229K	1	0.01%	New
706	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$246K	+$218K	3	0.07%	New
707	Perigon Wealth Management San Francisco, California	$246K	-$13.3K	1	0.04%	Reduced
708	NewEdge Advisors New Orleans, Louisiana	$244K	+$229K	1	0.01%	New
709	WAM Westport Asset Management Southport, Connecticut	$244K	$0	1	0.16%	Maintained
710	BDF Balasa Dinverno & Foltz	$243K	+$223K	1	0.03%	New
711	HH Hilltop Holdings Dallas, Texas	$240K	+$206K	1	0.04%	New
712	PP Pacifica Partners Surrey, Canada	$239K	-$2.78K	1	0.27%	Reduced
713	WIA Wealthstreet Investment Advisors Dallas, Texas	$238K	+$219K	1	0.03%	New
714	CCG Ceeto Capital Group Coral Gables, Florida	$236K	-$595K	1	0.15%	Reduced
715	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$236K	-$114K	1	0.03%	Reduced
716	PM Parametrica Management Wanchai, Hong Kong	$235K	+$216K	1	0.26%	New
717	Pendal Group Sydney, Australia	$233K	+$89.7K	1	0%	Increased
718	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$232K	-$37.8K	1	0%	Reduced
719	GIA Granite Investment Advisors Concord, New Hampshire	$225K	+$211K	1	0.05%	New
720	I2I Insight 2811 Inc Chicago, Illinois	$224K	-$33.2K	1	0.15%	Reduced
721	GPFA Game Plan Financial Advisors Westlake, Ohio	$222K	+$186K	1	0.32%	New
722	Brown Advisory Baltimore, Maryland	$220K	$0	1	0%	Maintained
723	CGA Crescent Grove Advisors Lake Forest, Illinois	$220K	+$94.5K	1	0.05%	Increased
724	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$219K	+$205K	1	0.02%	New
725	Rafferty Asset Management New York	$219K	+$201K	1	0%	New