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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	Forvis Mazars Wealth Advisors Springfield, Missouri	$529K	$0	1	0.02%	Maintained
727	Caprock Group Boise, Idaho	$519K	-$4.72K	2	0.04%	Reduced
728	YWP YorkBridge Wealth Partners New York	$514K	-$22.2K	1	0.12%	Reduced
729	VWA V Wealth Advisors Overland Park, Kansas	$511K	-$387K	1	0.07%	Reduced
730	Bank of Nova Scotia Toronto, Ontario, Canada	$507K	+$61.8K	2	0%	Increased
731	FC FORA Capital Miami, Florida	$505K	-$106K	1	0.2%	Reduced
732	WA Waddell & Associates Memphis, Tennessee	$489K	+$450K	1	0.08%	New
733	Thornburg Investment Management Santa Fe, New Mexico	$487K	-$13M	1	0.01%	Reduced
734	AAMC Asset Allocation & Management Company Chicago, Illinois	$485K	+$447K	1	0.16%	New
735	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$484K	$0	1	0.06%	Maintained
736	HA Herold Advisors New York	$478K	-$91K	1	0.19%	Reduced
737	Graham Capital Management Rowayton, Connecticut	$476K	+$439K	1	0.02%	New
738	OCM Orion Capital Management Coronado, California	$474K	$0	2	0.27%	Maintained
739	OFS OneAscent Financial Services Birmingham, Alabama	$470K	+$441K	1	0.9%	New
740	WWM Wolff Wiese Magana Carslbad, California	$470K	-$10.7K	2	0.3%	Reduced
741	ARC Advisor Resource Council Dallas, Texas	$463K	+$385K	2	0.04%	New
742	TFS Thoroughbred Financial Services Brentwood, Tennessee	$452K	+$30.7K	1	0.09%	Increased
743	Heritage Investors Management Corp Bethesda, Maryland	$449K	$0	1	0.02%	Maintained
744	SAM Strategy Asset Managers Pasadena, California	$444K	+$382K	1	0.12%	New
745	RT Rockland Trust Hanover, Massachusetts	$439K	+$388K	1	0.03%	New
746	TD Private Client Wealth New York	$439K	-$8.46K	3	0.02%	Reduced
747	FQ First Quadrant Glendale, California	$437K	-$63K	1	0.05%	Reduced
748	FPF First Pacific Financial Vancouver, Washington	$435K	$0	1	0.21%	Maintained
749	Geneos Wealth Management Englewood, Colorado	$435K	-$46.7K	6	0.02%	Reduced
750	Mission Wealth Management Santa Barbara, California	$420K	+$89.4K	2	0.02%	Increased