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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
1126	Verdence Capital Advisors Hunt Valley, Maryland	$748K	-$263K	3	0.04%	Reduced
1127	Valley National Advisers Bethlehem, Pennsylvania	$741K	+$5.24K	2	0.1%	Increased
1128	WorldQuant Millennium Advisors New York	$739K	+$613K	1	0%	New
1129	CAM CenterStar Asset Management Chicago, Illinois	$739K	+$614K	1	0.21%	New
1130	Oliver Luxxe Assets Gladstone, New Jersey	$738K	-$4.39M	2	0.11%	Reduced
1131	SF Seek First Campbell, California	$737K	-$187K	1	0.51%	Reduced
1132	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$736K	+$705K	1	0.54%	New
1133	Financiere des Professionnels Montreal, Quebec, Canada	$735K	-$589K	2	0.04%	Reduced
1134	ORG Wealth Partners Dallas, Texas	$734K	-$4.92K	1	0.17%	Reduced
1135	Impact Partnership Wealth Marietta, Georgia	$730K	+$278K	1	0.09%	Increased
1136	JCM Jag Capital Management St Louis, Missouri	$726K	-$31.8K	1	0.08%	Reduced
1137	Hudock Inc Williamsport, Pennsylvania	$723K	-$44.8K	1	0.11%	Reduced
1138	OA Operose Advisors Milwaukee, Wisconsin	$720K	$0	2	0.17%	Maintained
1139	Citizens Financial Group Providence, Rhode Island	$719K	+$234K	2	0.01%	Increased
1140	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$717K	$0	1	0.01%	Maintained
1141	XML Financial Bethesda, Maryland	$715K	+$326K	2	0.06%	Increased
1142	BWM Braeburn Wealth Management Muskegon, Michigan	$702K	+$750K	1	0.36%	New
1143	GCM Gallacher Capital Management Lone Tree, Colorado	$702K	-$1.21K	1	0.27%	Reduced
1144	Delta Investment Management San Francisco, California	$702K	$0	1	0.12%	Maintained
1145	Mairs & Power Inc St Paul, Minnesota	$702K	$0	1	0.01%	Maintained
1146	Trek Financial Scottsdale, Arizona	$701K	-$128K	2	0.04%	Reduced
1147	LCGC Legacy Capital Group California Los Gatos, California	$696K	-$194K	2	0.17%	Reduced
1148	Banque Transatlantique Paris, France	$692K	+$574K	1	0.02%	New
1149	Daymark Wealth Partners Cincinnati, Ohio	$691K	-$135K	1	0.02%	Reduced
1150	Atlanta Consulting Group Advisors Atlanta, Georgia	$685K	+$568K	1	0.16%	New