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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	NERM New England Research & Management Chicago, Illinois	$311K	+$337K	1	0.16%	New
702	First Citizens Bank & Trust Raleigh, North Carolina	$304K	+$87.7K	1	0.01%	Increased
703	Busey Bank Urbana, Illinois	$303K	+$334K	1	0.01%	New
704	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$301K	-$345K	2	0.01%	Reduced
705	Pendal Group Sydney, Australia	$301K	-$21.5K	1	0%	Reduced
706	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$291K	$0	1	0.11%	Maintained
707	Mission Wealth Management Santa Barbara, California	$281K	$0	1	0.01%	Maintained
708	Bailard Foster City, California	$278K	$0	1	0.01%	Maintained
709	MAM Marketfield Asset Management New York	$278K	-$116K	1	0.22%	Reduced
710	CP Covenant Partners Nashville, Tennessee	$277K	$0	1	0.11%	Maintained
711	SWA Stratos Wealth Advisors Beachwood, Ohio	$274K	$0	1	0.02%	Maintained
712	RHBC R.H. Bluestein & Co Birmingham, Michigan	$273K	$0	1	0.01%	Maintained
713	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$270K	+$287K	1	0.09%	New
714	ECM Everence Capital Management Goshen, Indiana	$270K	$0	1	0.02%	Maintained
715	Fort Washington Investment Advisors Cincinnati, Ohio	$270K	$0	1	0%	Maintained
716	Spire Wealth Management Mclean, Virginia	$270K	-$285K	7	0.01%	Reduced
717	NPPM North Point Portfolio Managers Orange Village, Ohio	$267K	$0	1	0.04%	Maintained
718	FAM Formidable Asset Management Cincinnati, Ohio	$265K	-$27.6K	1	0.05%	Reduced
719	RCA Ranch Capital Advisors Sarasota, Florida	$263K	+$12.6K	2	0.16%	Increased
720	Quadrant Capital Group Cincinnati, Ohio	$262K	+$16.9K	6	0.04%	Increased
721	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$260K	+$292K	1	0.11%	New
722	I2I Insight 2811 Inc Chicago, Illinois	$258K	-$9.29K	1	0.15%	Reduced
723	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$255K	$0	1	0.02%	Maintained
724	Quantinno Capital Management New York	$254K	+$10.5K	1	0.28%	Increased
725	CFGS Concourse Financial Group Securities Birmingham, Alabama	$253K	-$29.6K	3	0.02%	Reduced