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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	SW SkyOak Wealth Southfield, Michigan	$1.21M	-$51K	1	0.43%	Reduced
477	WA WealthTrust Axiom Wayne, Pennsylvania	$1.2M	+$152K	2	0.46%	Increased
478	ESCM Echo Street Capital Management New York	$1.2M	+$976K	3	0.01%	Increased
479	Shelton Capital Management Denver, Colorado	$1.2M	-$211K	4	0.06%	Reduced
480	HB Wealth Management Atlanta, Georgia	$1.2M	-$307K	2	0.03%	Reduced
481	AR Advisory Research Chicago, Illinois	$1.2M	+$1.41M	2	0.12%	New
482	USAA United Services Automobile Association San Antonio, Texas	$1.17M	+$135K	2	0.03%	Increased
483	Fifth Third Bancorp Cincinnati, Ohio	$1.15M	-$116K	6	0.01%	Reduced
484	KC Knuff & Co Foster City, California	$1.14M	-$1.87M	1	0.54%	Reduced
485	Burney Company Reston, Virginia	$1.13M	-$114K	1	0.06%	Reduced
486	Glenmede Trust Philadelphia, Pennsylvania	$1.13M	-$23.7M	3	0.01%	Reduced
487	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.1M	+$150K	1	0.68%	Increased
488	Belpointe Asset Management Reno, Nevada	$1.09M	-$163K	2	0.07%	Reduced
489	Graham Capital Management Rowayton, Connecticut	$1.08M	+$352K	2	0.04%	Increased
490	Prospera Financial Services Dallas, Texas	$1.08M	-$133K	3	0.06%	Reduced
491	PP PDT Partners New York	$1.07M	-$204K	2	0.16%	Reduced
492	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.06M	+$38.9K	1	0.44%	Increased
493	BCM Bayesian Capital Management Brooklyn, New York	$1.06M	-$750K	2	0.21%	Reduced
494	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.06M	+$81.2K	2	0.15%	Increased
495	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.05M	-$7.18M	1	0.23%	Reduced
496	MHP Manatuck Hill Partners Westport, Connecticut	$1.04M	+$456K	1	0.53%	Increased
497	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.04M	+$124K	5	0%	Increased
498	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.03M	+$1.21M	1	0.1%	New
499	Liontrust Investment Partners London, United Kingdom	$1.03M	$0	1	0.02%	Maintained
500	RP Riverwater Partners Milwaukee, Wisconsin	$1.01M	+$432	1	1.01%	Increased