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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
751	EverSource Wealth Advisors Birmingham, Alabama	$9.46M	-$1.99M	8	0.32%	Reduced
752	Scotia Capital Toronto, Ontario, Canada	$9.43M	+$2.29M	5	0.04%	Increased
753	RS Rakuten Securities Tokyo, Japan	$9.42M	+$1.25M	6	2.19%	Increased
754	EP Edgestream Partners Princeton, New Jersey	$9.29M	-$5.43M	4	0.28%	Reduced
755	HMS Hanseatic Management Services Albuquerque, New Mexico	$9.29M	+$489K	3	6.83%	Increased
756	Blackstone Inc New York	$9.11M	-$8.42M	4	0.02%	Reduced
757	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$9.1M	+$2.58M	4	0.29%	Increased
758	Private Advisor Group Morristown, New Jersey	$9.09M	-$6.41M	8	0.04%	Reduced
759	KG Kieckhefer Group Mequon, Wisconsin	$9.04M	+$4.46M	4	3.68%	Increased
760	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$9.03M	+$729K	3	0.33%	Increased
761	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$8.97M	-$230K	1	0.48%	Reduced
762	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$8.93M	-$3.37M	5	1.24%	Reduced
763	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$8.92M	-$3.89K	1	0.6%	Reduced
764	Atomi Financial Group New York	$8.83M	+$360K	6	0.23%	Increased
765	SignatureFD Atlanta, Georgia	$8.79M	+$552K	10	0.12%	Increased
766	Main Management ETF Advisors San Francisco, California	$8.76M	-$1.8M	2	0.27%	Reduced
767	PFM Premier Fund Managers Guildford, United Kingdom	$8.7M	-$3.09M	4	0.79%	Reduced
768	CDMG Creek Drive Management Group San Francisco, California	$8.7M	+$6.35M	2	4.22%	Increased
769	GC Globeflex Capital San Diego, California	$8.67M	+$7.08M	3	1.11%	Increased
770	SONA Asset Management (US) New York	$8.66M	+$4.36M	3	0.18%	Increased
771	SWM Segment Wealth Management Houston, Texas	$8.65M	+$100K	2	0.45%	Increased
772	Oppenheimer & Co New York	$8.61M	+$1.8M	7	0.09%	Increased
773	SI Sava Infond Maribor, Slovenia	$8.59M	+$1.56M	3	0.61%	Increased
774	SC Skylands Capital Milwaukee, Wisconsin	$8.59M	-$11.5M	1	1.06%	Reduced
775	VCM Virtue Capital Management Brentwood, Tennessee	$8.56M	-$393K	3	1.14%	Reduced