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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	Robertson Stephens Wealth Management San Francisco, California	$289K	+$347K	1	0.05%	New
752	Martingale Asset Management Boston, Massachusetts	$285K	-$1.42M	1	0%	Reduced
753	LTI Laffer Tengler Investments Nashville, Tennessee	$280K	+$96.6K	2	0.11%	Increased
754	First Citizens Bank & Trust Raleigh, North Carolina	$280K	-$18.5K	1	0.01%	Reduced
755	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$279K	+$47.9K	1	0.02%	Increased
756	B. Metzler seel. Sohn & Co Frankfurt, Germany	$278K	+$86.3K	1	0%	Increased
757	TFS Thoroughbred Financial Services Brentwood, Tennessee	$278K	+$282K	1	0.08%	New
758	AIC Ameritas Investment Company Lincoln, Nebraska	$276K	-$9.87M	5	0.02%	Reduced
759	APA Allegiant Private Advisors Sarasota, Florida	$274K	$0	1	0.05%	Maintained
760	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$273K	+$328K	1	0.03%	New
761	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$273K	+$58.8K	1	0.06%	Increased
762	Veritable Wilmington, Delaware	$272K	-$82.1K	1	0%	Reduced
763	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$268K	+$66.9K	5	0.01%	Increased
764	Quantinno Capital Management New York	$266K	-$324K	1	0.29%	Reduced
765	WR WD Rutherford Portland, Oregon	$266K	-$6.02K	1	0.17%	Reduced
766	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$265K	+$280K	1	0.03%	New
767	LJAC L.J. Altfest & Co New York	$264K	-$57.7K	1	0.06%	Reduced
768	TD Asset Management Toronto, Ontario, Canada	$262K	+$266K	1	0%	New
769	KOC Koss-Olinger Consulting Gainesville, Florida	$259K	+$285K	1	0.04%	New
770	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$259K	+$311K	1	0.14%	New
771	TC Truvestments Capital Sarasota, Florida	$259K	+$7.15K	2	0.15%	Increased
772	GAM Griffin Asset Management New York	$258K	+$2.79K	1	0.03%	Increased
773	RegentAtlantic Capital Morristown, New Jersey	$258K	-$11.8K	1	0.01%	Reduced
774	VFA Voya Financial Advisors Windsor, Connecticut	$257K	+$95.4K	1	0.01%	Increased
775	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$256K	+$14.2K	1	0.03%	Increased