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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	MNBTD Moody National Bank Trust Division Galveston, Texas	$341K	$0	1	0.01%	Maintained
727	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
728	SXL Summit X LLC Chesterfield, Missouri	$337K	+$343K	1	0.09%	New
729	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$335K	$0	1	0.14%	Maintained
730	OWM OneAscent Wealth Management Birmingham, Alabama	$326K	+$54.5K	1	0.14%	Increased
731	YMRC Yorktown Management & Research Company Forest, Virginia	$323K	$0	1	0.27%	Maintained
732	HFA Hoover Financial Advisors Malvern, Pennsylvania	$321K	+$39.8K	3	0.06%	Increased
733	CAM Columbia Asset Management Ann Arbor, Michigan	$320K	+$163K	1	0.06%	Increased
734	SWA Stratos Wealth Advisors Beachwood, Ohio	$316K	-$103K	1	0.03%	Reduced
735	IAIM International Assets Investment Management Orlando, Florida	$315K	+$110K	6	0.03%	Increased
736	Caprock Group Boise, Idaho	$314K	+$259K	2	0.03%	Increased
737	NERM New England Research & Management Chicago, Illinois	$311K	-$713K	1	0.17%	Reduced
738	BC Bridgefront Capital Austin, Texas	$310K	-$684K	1	0.1%	Reduced
739	FPF First Pacific Financial Vancouver, Washington	$309K	-$5.92K	1	0.19%	Reduced
740	SP Symmetry Partners Glastonbury, Connecticut	$309K	-$861	1	0.02%	Reduced
741	NPPM North Point Portfolio Managers Orange Village, Ohio	$308K	$0	1	0.04%	Maintained
742	CP Covenant Partners Nashville, Tennessee	$306K	+$10.8K	1	0.12%	Increased
743	Harbour Investments Madison, Wisconsin	$305K	+$319K	8	0.01%	New
744	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$304K	+$320K	1	0.05%	New
745	HCA Heck Capital Advisors Rhinelander, Wisconsin	$300K	+$304K	1	0.07%	New
746	BCA Bay Colony Advisors Concord, Massachusetts	$298K	+$37.7K	1	0.11%	Increased
747	Fort Washington Investment Advisors Cincinnati, Ohio	$295K	+$51.4K	1	0%	Increased
748	Quadrature Capital London, United Kingdom	$292K	-$58.9K	1	0.01%	Reduced
749	CNC Canandaigua National Corp Canandaigua, New York	$290K	-$26.7K	1	0.05%	Reduced
750	FAM Formidable Asset Management Cincinnati, Ohio	$289K	-$95.1K	1	0.06%	Reduced