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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	Private Advisor Group Morristown, New Jersey	$1.68M	+$18.6K	2	0.01%	Increased
427	PP Pacifica Partners Surrey, Canada	$1.64M	-$911	3	0.93%	Reduced
428	FWTB First Western Trust Bank Denver, Colorado	$1.63M	$0	1	0.08%	Maintained
429	Cetera Advisor Networks El Segundo, California	$1.63M	-$1.14M	4	0.01%	Reduced
430	ICM Ionic Capital Management New York	$1.62M	$0	1	0.46%	Maintained
431	Utah Retirement Systems Salt Lake City, Utah	$1.62M	+$148K	3	0.02%	Increased
432	TCM Tieton Capital Management Yakima, Washington	$1.6M	+$22.3K	1	1.03%	Increased
433	Profund Advisors Bethesda, Maryland	$1.6M	+$22.5K	3	0.09%	Increased
434	E Ergoteles New York	$1.59M	-$232K	4	0.08%	Reduced
435	Caxton Associates (New York) New York	$1.59M	+$1.2M	2	0.23%	New
436	Maryland State Retirement & Pension System Baltimore, Maryland	$1.58M	-$30.9K	4	0.03%	Reduced
437	AIM Aigen Investment Management New York	$1.58M	-$2.18M	3	0.23%	Reduced
438	WW Waterfront Wealth Overland Park, Kansas	$1.57M	+$489K	1	0.47%	Increased
439	Corient Private Wealth Miami, Florida	$1.57M	+$248K	3	0%	Increased
440	BSB Bangor Savings Bank Bangor, Maine	$1.53M	+$27.7K	1	0.17%	Increased
441	Dymon Asia Capital (Singapore) Singapore	$1.53M	+$1.11M	1	0.42%	New
442	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.52M	$0	1	0.08%	Maintained
443	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.5M	+$59.9K	1	0.22%	Increased
444	WA WealthTrust Axiom Wayne, Pennsylvania	$1.48M	-$8.87K	2	0.49%	Reduced
445	KeyBank National Association Cleveland, Ohio	$1.47M	+$254K	4	0.01%	Increased
446	IP Intellectus Partners San Francisco, California	$1.47M	+$46K	1	0.44%	Increased
447	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.47M	+$225K	1	0.66%	Increased
448	WCM Washington Capital Management Seattle, Washington	$1.46M	+$958K	2	1.24%	Increased
449	IAS IMA Advisory Services Denver, Colorado	$1.46M	+$13.3K	1	0.37%	Increased
450	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.43M	+$302K	3	0.25%	Increased