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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
401	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$2.21M	+$83.3K	5	0.09%	Increased
402	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$2.2M	-$368K	1	1.15%	Reduced
403	OIM Orca Investment Management Roseburg, Oregon	$2.18M	+$455K	1	2.68%	Increased
404	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.18M	+$98.3K	2	0.01%	Increased
405	CIC Chase Investment Counsel Charlottesville, Virginia	$2.17M	+$2.07M	1	1.2%	New
406	JP Morgan Private Wealth Advisors San Francisco, California	$2.13M	-$589K	4	0%	Reduced
407	Graham Capital Management Rowayton, Connecticut	$2.11M	+$422K	2	0.06%	Increased
408	Catalyst Capital Advisors Huntington, New York	$2.1M	+$200K	1	0.06%	Increased
409	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.1M	+$9.66K	1	0.21%	Increased
410	South Dakota Investment Council Sioux Falls, South Dakota	$2.08M	+$79.2K	1	0.04%	Increased
411	LSC Lesa Sroufe & Co Seattle, Washington	$2.06M	+$15.4K	1	2.08%	Increased
412	VIG Vienna Insurance Group Warsaw, Poland	$2.05M	$0	1	1.21%	Maintained
413	WIA Westbourne Investment Advisors Annapolis, Maryland	$2.04M	+$32.1K	1	0.99%	Increased
414	PP PDT Partners New York	$2M	+$886K	2	0.27%	Increased
415	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.99M	$0	3	0.78%	Maintained
416	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.97M	$0	2	0.48%	Maintained
417	FIM Freedom Investment Management Hartford, Connecticut	$1.97M	-$136K	2	0.22%	Reduced
418	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.96M	+$1.88M	1	0.06%	New
419	Kestra Advisory Services Austin, Texas	$1.95M	-$769K	5	0.02%	Reduced
420	Simplex Trading Chicago, Illinois	$1.94M	+$341K	7	0%	Increased
421	PP Pacifica Partners Surrey, Canada	$1.92M	+$1.79M	3	1.16%	Increased
422	NewEdge Wealth Pittsburgh, Pennsylvania	$1.9M	+$172K	2	0.07%	Increased
423	Pathstone Family Office Englewood, New Jersey	$1.87M	+$106K	3	0.03%	Increased
424	I InceptionR Lafayette, California	$1.87M	+$1.7M	2	0.6%	Increased
425	SAM Securian Asset Management St Paul, Minnesota	$1.85M	-$9.06K	4	0.05%	Reduced