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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	WWS Wellington Wealth Strategies Indianapolis, Indiana	$190K	+$157K	1	0.16%	New
702	IFP Advisors Tampa, Florida	$189K	-$16.3K	8	0.01%	Reduced
703	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$188K	-$40.9K	3	0%	Reduced
704	VWM Venturi Wealth Management Austin, Texas	$186K	-$258	2	0.01%	Reduced
705	DCM DGS Capital Management Jersey City, New Jersey	$185K	+$14.8K	1	0.07%	Increased
706	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$183K	+$151K	1	0.1%	New
707	EHAM Eagle Harbor Asset Management Seattle, Washington	$179K	-$105K	1	0.21%	Reduced
708	VNA Valley National Advisers Bethlehem, Pennsylvania	$173K	+$632	4	0.03%	Increased
709	Kestra Private Wealth Services Austin, Texas	$172K	-$250K	1	0%	Reduced
710	DA DCF Advisers Greenwich, Connecticut	$171K	-$413K	1	0.09%	Reduced
711	RL RPO LLC Stamford, Connecticut	$166K	+$143K	2	0.25%	New
712	Caxton Associates (New York) New York	$165K	-$800K	1	0.01%	Reduced
713	Forum Financial Management Lombard, Illinois	$163K	-$312K	1	0%	Reduced
714	Harvest Fund Management Beijing, China	$160K	+$88.4K	2	0.02%	Increased
715	F.L. Putnam Investment Management Lynnfield, Massachusetts	$160K	-$1.86M	1	0%	Reduced
716	New York Life Investment Management New York	$158K	-$785K	1	0%	Reduced
717	Kayne Anderson Rudnick Investment Management Los Angeles, California	$158K	$0	1	0%	Maintained
718	HCA Harbor Capital Advisors Chicago, Illinois	$158K	-$38.6K	1	0.03%	Reduced
719	NICM Neo Ivy Capital Management New York	$154K	+$119K	1	0.34%	Increased
720	MFS Mirabella Financial Services London, United Kingdom	$153K	+$127K	1	0.02%	New
721	OA Operose Advisors Milwaukee, Wisconsin	$145K	$0	1	0.06%	Maintained
722	CT Cambridge Trust Cambridge, Massachusetts	$139K	$0	4	0.01%	Maintained
723	CMF Counterpoint Mutual Funds San Diego, California	$138K	+$124K	1	0.05%	New
724	Farther Finance Advisors San Francisco, California	$137K	-$17.5K	5	0.01%	Reduced
725	Whittier Trust South Pasadena, California	$134K	+$59.9K	4	0%	Increased