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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	Sigma Planning Corp Ann Arbor, Michigan	$984K	+$313K	2	0.03%	Increased
702	Ballentine Partners Waltham, Massachusetts	$982K	+$320K	3	0.01%	Increased
703	P8IP Pier 88 Investment Partners San Francisco, California	$981K	+$84.9K	1	0.18%	Increased
704	SMTF Sphera Management Technology Funds Tel Aviv, Israel	$976K	$0	1	0.49%	Maintained
705	ALPS Advisors Denver, Colorado	$969K	+$396K	1	0.01%	Increased
706	Employees Retirement System of Texas Austin, Texas	$968K	-$6.59M	1	0.01%	Reduced
707	AA Auxano Advisors Bellevue, Washington	$957K	+$119K	1	0.22%	Increased
708	SST S Squared Technology New York	$951K	-$188K	1	0.4%	Reduced
709	BAM Blueshift Asset Management Red Bank, New Jersey	$948K	-$1.06M	2	0.29%	Reduced
710	EC EntryPoint Capital New York	$944K	-$800K	2	0.47%	Reduced
711	WAM WealthTrust Asset Management Destin, Florida	$941K	+$759K	1	0.7%	New
712	SPA Sherbrooke Park Advisers White Plains, New York	$941K	-$372K	2	0.41%	Reduced
713	Voleon Capital Management Berkeley, California	$940K	+$592K	1	0.05%	New
714	UMB Bank Kansas City, Missouri	$940K	+$52.1K	7	0.01%	Increased
715	Parallel Advisors San Francisco, California	$933K	+$117K	7	0.02%	Increased
716	K.J. Harrison & Partners Toronto, Ontario, Canada	$926K	+$583K	1	0.15%	New
717	Fifth Third Bancorp Cincinnati, Ohio	$925K	+$24.1K	6	0%	Increased
718	Diversify Wealth Management Sandy, Utah	$924K	+$207K	1	0.06%	Increased
719	Rafferty Asset Management New York	$921K	+$208K	2	0%	Increased
720	Atomi Financial Group New York	$917K	+$176K	3	0.03%	Increased
721	Confluence Wealth Services Mcmurray, Pennsylvania	$915K	+$15.4K	1	0.05%	Increased
722	WAM Westport Asset Management Southport, Connecticut	$903K	$0	1	0.4%	Maintained
723	Daiwa Securities Group Tokyo, Japan	$898K	+$599K	3	0%	Increased
724	Mission Wealth Management Santa Barbara, California	$896K	+$23K	2	0.02%	Increased
725	FCM Firsthand Capital Management San Jose, California	$892K	+$720K	1	1.61%	New