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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	Heritage Investors Management Corp Bethesda, Maryland	$254K	-$81	1	0.01%	Reduced
702	HA Herold Advisors New York	$253K	$0	1	0.09%	Maintained
703	TNA True North Advisors Dallas, Texas	$252K	-$109K	2	0.07%	Reduced
704	AP AtonRa Partners Geneva, Switzerland	$252K	-$99.5K	1	0.37%	Reduced
705	SOW State of Wyoming Cheyenne, Wyoming	$246K	-$4.12K	3	0.08%	Reduced
706	ERIC Eagle Rock Investment Company Atlanta, Georgia	$245K	-$1.63K	1	0.06%	Reduced
707	1WA 180 Wealth Advisors Federal Way, Washington	$245K	-$547K	1	0.06%	Reduced
708	Brown Brothers Harriman & Co New York	$243K	+$7.46K	3	0%	Increased
709	Global Retirement Partners San Rafael, California	$241K	+$53.5K	5	0.01%	Increased
710	SCA Snowden Capital Advisors New York	$240K	-$24.4K	1	0.01%	Reduced
711	NFSG Newbridge Financial Services Group Boca Raton, Florida	$239K	+$9	4	0.13%	Increased
712	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$237K	-$499	1	0.09%	Reduced
713	AIA Angeles Investment Advisors Santa Monica, California	$236K	$0	1	0.02%	Maintained
714	IEQ Capital Foster City, California	$236K	-$2.52K	1	0.01%	Reduced
715	Y-Intercept (HK) Hong Kong	$234K	+$19.1K	1	0.03%	Increased
716	CS Comerica Securities Detroit, Michigan	$231K	-$1.31M	1	0.02%	Reduced
717	VF Virtu Financial New York	$230K	-$378K	3	0.02%	Reduced
718	Bridgeway Capital Management Houston, Texas	$229K	-$55.6K	1	0.01%	Reduced
719	AssetMark Inc Concord, California	$229K	-$2.29K	4	0%	Reduced
720	ECM Everence Capital Management Goshen, Indiana	$228K	$0	1	0.02%	Maintained
721	KI Kapitalo Investimentos Sao Paulo, Brazil	$226K	+$283K	2	0.07%	New
722	HC Henshaw Capital Woburn, Massachusetts	$223K	$0	1	0.01%	Maintained
723	AWM Alterna Wealth Management Houston, Texas	$220K	+$7.38K	1	0.28%	Increased
724	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$219K	-$9.25K	1	0%	Reduced
725	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$218K	+$207K	1	0.04%	New