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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
726	MTC McDaniel Terry & Co Austin, Texas	$87K	$0	1	0.01%	Maintained
727	FWM Frontier Wealth Management Kansas City, Missouri	$86K	-$453	1	0.01%	Reduced
728	ING Group Amsterdam, Netherlands	$86K	-$405K	1	0%	Reduced
729	SRC Sage Rhino Capital Menlo Park, California	$86K	+$92.1K	1	0.06%	New
730	PCP Proficio Capital Partners Newton, Massachusetts	$83K	+$42.3K	7	0.03%	Increased
731	MML Investors Services Springfield, Massachusetts	$81K	+$86.8K	1	0%	New
732	Edmond de Rothschild Holding Chambesy, Switzerland	$78K	$0	1	0%	Maintained
733	VCM Versant Capital Management Phoenix, Arizona	$78K	+$60.9K	5	0.03%	Increased
734	FA FMA Advisory Harrisburg, Pennsylvania	$77K	$0	1	0.04%	Maintained
735	MA Mutual Advisors Omaha, Nebraska	$76K	$0	1	0.01%	Maintained
736	AAM Auxier Asset Management Aurora, Oregon	$75K	$0	1	0.02%	Maintained
737	BOK Financial Tulsa, Oklahoma	$74K	+$18.8K	1	0%	Increased
738	LC Lindbrook Capital Calabasas, California	$74K	$0	1	0.03%	Maintained
739	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$73K	+$72.6K	1	0.01%	New
740	CPA Capital Planning Advisors Roseville, California	$72K	+$76.5K	1	0.02%	New
741	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$72K	+$17K	1	0.03%	Increased
742	Wealthspire Advisors (Maryland) Potomac, Maryland	$71K	+$4.66K	5	0.01%	Increased
743	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$70K	-$218K	1	0%	Reduced
744	FA FDx Advisors Chicago, Illinois	$70K	+$75.2K	1	0%	New
745	NMC Nine Masts Capital Central, Hong Kong	$70K	+$59K	1	0.02%	New
746	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$70K	+$17.6K	5	0.02%	Increased
747	PHS Pekin Hardy Strauss Chicago, Illinois	$69K	+$12	1	0.01%	Increased
748	GSWM Golden State Wealth Management Santa Ana, California	$68K	+$78.4K	3	0.02%	New
749	FGAM Financial Gravity Asset Management Lakeway, Texas	$67K	+$64.8K	7	0.05%	New
750	NFG Next Financial Group Houston, Texas	$67K	+$4.28K	4	0.02%	Increased