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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	MNBTD Moody National Bank Trust Division Galveston, Texas	$337K	-$5K	1	0.01%	Reduced
702	Fifth Third Bancorp Cincinnati, Ohio	$335K	+$67.7K	6	0%	Increased
703	Fulton Bank Lancaster, Pennsylvania	$335K	-$95.2K	1	0.02%	Reduced
704	Robeco Institutional Asset Management Rotterdam, Netherlands	$335K	-$7.67M	1	0%	Reduced
705	Geneos Wealth Management Englewood, Colorado	$333K	-$529K	8	0.01%	Reduced
706	FPF First Pacific Financial Vancouver, Washington	$327K	+$297K	1	0.2%	New
707	QI Qtron Investments Boston, Massachusetts	$320K	+$322K	1	0.09%	New
708	AQR Arbitrage Greenwich, Connecticut	$318K	+$270K	1	0.01%	New
709	MFG Magnus Financial Group New York	$318K	+$9.4K	1	0.03%	Increased
710	SM Sciencast Management Princeton, New Jersey	$318K	-$558K	1	0.07%	Reduced
711	Sigma Planning Corp Ann Arbor, Michigan	$317K	-$442K	2	0.01%	Reduced
712	LJAC L.J. Altfest & Co New York	$315K	+$71.6K	1	0.08%	Increased
713	Venture Visionary Partners Sylvania, Ohio	$315K	+$64.8K	1	0.03%	Increased
714	SFO Standard Family Office Sioux Falls, South Dakota	$314K	+$297K	2	0.08%	New
715	YMRC Yorktown Management & Research Company Forest, Virginia	$312K	$0	1	0.28%	Maintained
716	CNC Canandaigua National Corp Canandaigua, New York	$307K	-$10.7K	1	0.05%	Reduced
717	PGAM Princeton Global Asset Management Princeton, New Jersey	$300K	-$196K	3	0.11%	Reduced
718	SP Symmetry Partners Glastonbury, Connecticut	$299K	-$190K	1	0.02%	Reduced
719	Clearstead Advisors Cleveland, Ohio	$293K	+$245K	2	0.03%	Increased
720	First Citizens Bank & Trust Raleigh, North Carolina	$289K	+$4.62K	1	0.01%	Increased
721	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$286K	-$497K	1	0.07%	Reduced
722	CP Covenant Partners Nashville, Tennessee	$285K	-$47.9K	1	0.12%	Reduced
723	WAM Westport Asset Management Southport, Connecticut	$284K	$0	1	0.14%	Maintained
724	TD Private Client Wealth New York	$284K	-$29.2K	3	0.01%	Reduced
725	WR WD Rutherford Portland, Oregon	$283K	+$257K	1	0.18%	New