Quantum Pure Plays & Photonic Control Suppliers

The Pentagon's roughly $350 million quantum push, set against China rivalry, is a fresh policy bid for listed quantum platforms. The live quantum book holds only mega-cap platforms, so this basket pairs the pure plays with the suppliers of lasers, photonics and signal chains that qubit systems need. IonQ's deal to buy Elisity adds a corporate catalyst on top of the budget story. Catalysts: - 2026-10-10 IONQ agrees to buy Elisity to push zero trust into the quantum era (https://www.stocktitan.net/news/IONQ/ion-q-to-acquire-elisity-to-accelerate-zero-trust-for-the-quantum-9mz3be49ze3b.html) - 2026-10-12 MarketBeat: Pentagon quantum dollars may accrue more to IONQ than QBTS (https://www.marketbeat.com/articles/the-pentagons-350-million-quantum-push-why-ionq-could-benefit-more-than-d-wave/) Launch basket (equal weight): IONQ, QBTS, RGTI, IBM, COHR, LITE, ADI, HPE Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.