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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
501	Waverly Advisors Birmingham, Alabama	$795K	+$833K	1	0.11%	New
502	CG Cutler Group San Francisco, California	$794K	-$579K	8	0.07%	Reduced
503	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$788K	-$214K	2	0.07%	Reduced
504	NL NVWM LLC Yardley, Pennsylvania	$785K	-$2.26K	2	0.48%	Reduced
505	Private Advisor Group Morristown, New Jersey	$781K	-$349K	2	0.01%	Reduced
506	LIA LS Investment Advisors Bloomfield Hills, Michigan	$774K	+$92.3K	5	0.05%	Increased
507	TAM Tyers Asset Management Austin, Texas	$767K	+$14.1K	5	0.03%	Increased
508	NERM New England Research & Management Chicago, Illinois	$766K	+$510K	1	0.55%	Increased
509	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$745K	$0	1	0.08%	Maintained
510	CF Centaurus Financial Anaheim, California	$738K	-$117K	1	0.12%	Reduced
511	SM Sciencast Management Princeton, New Jersey	$728K	-$280K	1	0.24%	Reduced
512	NA Neuburgh Advisers Los Angeles, California	$722K	+$16.8K	2	0.02%	Increased
513	Baker Avenue Asset Management San Francisco, California	$720K	-$110K	1	0.06%	Reduced
514	RHBC R.H. Bluestein & Co Birmingham, Michigan	$720K	-$113K	2	0.04%	Reduced
515	PTC Petrus Trust Company Dallas, Texas	$719K	+$293K	2	0.13%	Increased
516	KBC Group Brussels, Belgium	$711K	$0	1	0.01%	Maintained
517	RA Rational Advisors Huntington, New York	$701K	$0	1	0.27%	Maintained
518	Sowell Financial Services North Little Rock, Arkansas	$667K	+$692K	3	0.06%	New
519	WAM World Asset Management Detroit, Michigan	$640K	-$58K	2	0.03%	Reduced
520	FIA FNY Investment Advisers New York	$631K	-$36.7K	2	0.19%	Reduced
521	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$627K	+$252K	1	0.18%	Increased
522	Mariner Overland Park, Kansas	$614K	+$7.69K	1	0.01%	Increased
523	IHT Wealth Management Chicago, Illinois	$607K	+$74.3K	3	0.08%	Increased
524	CI Cavalier Investments Alpharetta, Georgia	$604K	$0	1	0.26%	Maintained
525	SEC Seven Eight Capital New York	$594K	-$7.47M	1	0.03%	Reduced