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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	Eventide Asset Management Boston, Massachusetts	$1.46M	-$570K	1	0.03%	Reduced
502	Fifth Third Bancorp Cincinnati, Ohio	$1.46M	-$63.9K	4	0.01%	Reduced
503	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.46M	+$23.2K	1	1.14%	Increased
504	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.45M	+$49.9K	1	0.88%	Increased
505	AIM Aigen Investment Management New York	$1.44M	+$1.49M	2	0.24%	Increased
506	Belpointe Asset Management Reno, Nevada	$1.42M	-$35.5K	3	0.09%	Reduced
507	SW SkyOak Wealth Southfield, Michigan	$1.41M	-$235K	1	0.48%	Reduced
508	PCM Princeton Capital Management Red Bank, New Jersey	$1.4M	-$81.2K	2	0.54%	Reduced
509	Burney Company Reston, Virginia	$1.39M	-$137K	1	0.07%	Reduced
510	PP PDT Partners New York	$1.38M	-$5M	4	0.12%	Reduced
511	Johnson Investment Counsel Cincinnati, Ohio	$1.38M	-$131K	2	0.02%	Reduced
512	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.37M	+$67.3K	1	0.15%	Increased
513	HB Wealth Management Atlanta, Georgia	$1.37M	+$2.28K	2	0.03%	Increased
514	VF Virtu Financial New York	$1.37M	+$1.35M	1	0.12%	Increased
515	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$1.36M	+$148K	1	2.1%	Increased
516	WA WealthTrust Axiom Wayne, Pennsylvania	$1.35M	-$125K	2	0.48%	Reduced
517	USAA United Services Automobile Association San Antonio, Texas	$1.34M	+$1.55M	2	0.03%	New
518	New York Life Investment Management New York	$1.33M	+$1.29M	1	0.02%	New
519	BSB Bangor Savings Bank Bangor, Maine	$1.31M	+$13.7K	1	0.14%	Increased
520	Park Avenue Securities New York	$1.3M	+$213K	3	0.03%	Increased
521	Wolverine Trading Chicago, Illinois	$1.3M	+$850K	3	0%	Increased
522	CIBC World Market Toronto, Ontario, Canada	$1.3M	+$44.6K	3	0%	Increased
523	LTI Laffer Tengler Investments Nashville, Tennessee	$1.29M	-$20.8K	2	0.45%	Reduced
524	Banco Santander Madrid, Spain	$1.29M	+$1.54M	1	0.02%	New
525	Amundi Paris, France	$1.29M	-$70K	2	0%	Reduced