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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
426	MCM Monarch Capital Management Fort Wayne, Indiana	$274K	-$3.04K	1	0.11%	Reduced
427	CWM Concert Wealth Management San Jose, California	$269K	-$156K	1	0.03%	Reduced
428	PPCM Pillar Pacific Capital Management Pacifica, California	$266K	$0	1	0.05%	Maintained
429	BOK Financial Tulsa, Oklahoma	$261K	$0	1	0.01%	Maintained
430	QCMC Quantum Capital Management (California) San Francisco, California	$255K	+$219K	1	0.04%	New
431	Veritable Wilmington, Delaware	$252K	+$250K	2	0.01%	New
432	CONA Capital One National Association New York	$249K	+$52.7K	1	0.02%	Increased
433	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$247K	+$249K	1	0.15%	New
434	KBC Group Brussels, Belgium	$246K	+$247K	1	0%	New
435	Laird Norton Wetherby Wealth Management San Francisco, California	$246K	+$4.62K	1	0.07%	Increased
436	NL NWAM LLC Mercer Island, Washington	$245K	+$11.1K	1	0.08%	Increased
437	Tower Research Capital (TRC) New York	$238K	-$449K	8	0.03%	Reduced
438	KeyBank National Association Cleveland, Ohio	$235K	-$434K	1	0%	Reduced
439	BFG Beacon Financial Group Dallas, Texas	$232K	-$41.1K	1	0.05%	Reduced
440	Highbridge Capital Management New York	$232K	-$494K	1	0%	Reduced
441	JCM Janney Capital Management Pittsburgh, Pennsylvania	$231K	+$4.78K	1	0.01%	Increased
442	PSC Piper Sandler & Co Minneapolis, Minnesota	$230K	-$456K	2	0.17%	Reduced
443	CAM Carret Asset Management New York	$226K	-$72.2K	1	0.04%	Reduced
444	JGUA John G. Ullman & Associates Corning, New York	$225K	-$3.08K	1	0.04%	Reduced
445	BA Boston Advisors Boston, Massachusetts	$224K	$0	1	0.01%	Maintained
446	CPA Cowen Prime Advisors New York	$223K	+$46.2K	1	0.09%	Increased
447	Huntington National Bank Columbus, Ohio	$223K	-$77.3K	1	0%	Reduced
448	1919 Investment Counsel Baltimore, Maryland	$214K	$0	1	0%	Maintained
449	HHC Hutchin Hill Capital New York	$214K	-$1.39M	1	0.01%	Reduced
450	CBB Citizens Business Bank Ontario, California	$212K	$0	1	0.04%	Maintained