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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
476	JT Jump Trading Chicago, Illinois	$84K	+$98.2K	1	0%	New
477	SEC Seven Eight Capital New York	$68.4K	-$56.8K	1	0.05%	Reduced
478	EIM Essex Investment Management Boston, Massachusetts	$68K	+$63.7K	1	0.01%	New
479	PMFA Plante Moran Financial Advisors Southfield, Michigan	$66K	$0	1	0.06%	Maintained
480	Bessemer Group Woodbridge, New Jersey	$65K	$0	3	0%	Maintained
481	VFA Virtus Fund Advisers Hartford, Connecticut	$63K	-$844K	2	0%	Reduced
482	Capital Analysts LLC Fort Washington, Pennsylvania	$55.2K	+$16.2K	1	0.01%	Increased
483	STRS Ohio Columbus, Ohio	$54K	-$108K	1	0%	Reduced
484	FCCM First City Capital Management Savannah, Georgia	$52.7K	$0	1	0.04%	Maintained
485	OIA Optimum Investment Advisors Chicago, Illinois	$51K	$0	1	0.02%	Maintained
486	FMA FNY Managed Accounts New York	$49.1K	+$46.7K	1	0.15%	New
487	TCM Tradewinds Capital Management Bellingham, Washington	$41K	$0	1	0.03%	Maintained
488	WTB Washington Trust Bank Spokane, Washington	$40K	-$8.27K	1	0.01%	Reduced
489	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$37K	$0	2	0.02%	Maintained
490	RIA Regal Investment Advisors Kentwood, Michigan	$36K	-$15.7K	2	0.01%	Reduced
491	FineMark National Bank & Trust Fort Myers, Florida	$35K	$0	2	0.01%	Maintained
492	CFG CKW Financial Group Honolulu, Hawaii	$34K	-$15.3K	1	0.01%	Reduced
493	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$32K	+$34K	2	0.01%	Increased
494	LNB Ledyard National Bank	$31K	+$29.5K	1	0.01%	New
495	WEC Winslow Evans & Crocker Boston, Massachusetts	$31K	-$19.6K	2	0.01%	Reduced
496	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30K	+$7.16K	2	0%	Increased
497	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$28K	$0	1	0%	Maintained
498	VIA Vantage Investment Advisors State College, Pennsylvania	$27K	$0	2	0.02%	Maintained
499	Envestnet Asset Management Chicago, Illinois	$25K	+$10.3K	2	0%	Increased
500	WhitTier Trust Company Reno, Nevada	$25K	$0	2	0%	Maintained