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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
1251	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.92M	-$98.1K	2	0.21%	Reduced
1252	CAM CenterStar Asset Management Chicago, Illinois	$1.91M	-$997K	1	0.32%	Reduced
1253	CTC Cetera Trust Company St. Paul, Minnesota	$1.91M	+$17.7K	1	0.96%	Increased
1254	ICM Ionic Capital Management New York	$1.9M	-$1.1M	2	0.28%	Reduced
1255	Avantax Planning Partners Dubuque, Iowa	$1.89M	$0	1	0.05%	Maintained
1256	HCM Highview Capital Management Buffalo Grove, Illinois	$1.89M	+$1.97M	1	0.55%	New
1257	C Certuity North Palm Beach, Florida	$1.88M	+$300K	5	0.09%	Increased
1258	Daymark Wealth Partners Cincinnati, Ohio	$1.88M	+$48.9K	2	0.05%	Increased
1259	EIM Essex Investment Management Boston, Massachusetts	$1.87M	$0	1	0.25%	Maintained
1260	DFG Dupree Financial Group Lexington, Kentucky	$1.87M	+$720K	1	0.7%	Increased
1261	Meiji Yasuda Life Insurance Tokyo, Japan	$1.86M	+$647K	3	0.06%	Increased
1262	Generali Asset Management Trieste, Italy	$1.86M	+$1.59M	4	0.03%	Increased
1263	WA Wealthstar Advisors Plano, Texas	$1.85M	+$1.92M	1	0.54%	New
1264	CreativeOne Wealth Overland Park, Kansas	$1.84M	+$701K	4	0.04%	Increased
1265	MCM Massar Capital Management Stamford, Connecticut	$1.84M	+$1.67M	5	0.18%	New
1266	XF XML Financial Bethesda, Maryland	$1.84M	+$105K	3	0.13%	Increased
1267	CGIM Capital Group Investment Management Raffles Quay, Singapore	$1.84M	+$1.71M	2	0.28%	New
1268	RL Retireful LLC Haslett, Michigan	$1.83M	+$24.1K	2	1.7%	Increased
1269	OWA One Wealth Advisors San Francisco, California	$1.83M	+$404K	3	0.2%	Increased
1270	GWP Gateway Wealth Partners Appleton, Wisconsin	$1.83M	-$855K	5	0.11%	Reduced
1271	PP PDS Planning Dublin, Ohio	$1.83M	+$233K	4	0.11%	Increased
1272	Wealthspire Advisors (New York) New York	$1.82M	+$1.75M	3	0.01%	New
1273	Tocqueville Asset Management New York	$1.82M	+$19.9K	2	0.02%	Increased
1274	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.81M	-$1.26M	1	0.27%	Reduced
1275	PL Parthenon LLC Louisville, Kentucky	$1.81M	-$106K	1	0.19%	Reduced