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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	Prospera Financial Services Dallas, Texas	$1.05M	+$19.3K	3	0.05%	Increased
502	Shelton Capital Management Denver, Colorado	$1.05M	-$272K	3	0.11%	Reduced
503	Cornerstone Investment Partners Atlanta, Georgia	$1.05M	+$175K	3	0.07%	Increased
504	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.02M	-$6.58M	2	0.01%	Reduced
505	FWTB First Western Trust Bank Denver, Colorado	$1.01M	-$71K	1	0.06%	Reduced
506	BSB Bangor Savings Bank Bangor, Maine	$1M	+$996K	1	0.12%	New
507	Sequoia Financial Advisors Akron, Ohio	$996K	+$858K	1	0.02%	Increased
508	Mount Yale Investment Advisors Denver, Colorado	$992K	-$40.8K	2	0.11%	Reduced
509	Leonteq Securities AG Zurich, Switzerland	$992K	+$272K	4	0.04%	Increased
510	MAM Monaco Asset Management Monaco	$990K	+$366K	1	0.3%	Increased
511	MP McDonald Partners Cleveland, Ohio	$987K	$0	1	0.34%	Maintained
512	MGO One Seven Beachwood, Ohio	$977K	-$24.1K	3	0.1%	Reduced
513	Virginia Retirement Systems Richmond, Virginia	$976K	-$423K	3	0.01%	Reduced
514	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$960K	-$33.3K	1	0.43%	Reduced
515	Daymark Wealth Partners Cincinnati, Ohio	$955K	+$946K	1	0.17%	New
516	CYG Clean Yield Group Norwich, Vermont	$953K	-$368K	1	0.41%	Reduced
517	PP PDT Partners New York	$952K	-$447K	2	0.15%	Reduced
518	PCM Princeton Capital Management Red Bank, New Jersey	$951K	-$84.5K	2	0.42%	Reduced
519	Fifth Third Bancorp Cincinnati, Ohio	$947K	+$46	6	0%	Increased
520	PRC Pearl River Capital Niles, Michigan	$944K	+$528K	1	0.16%	Increased
521	DC Diametric Capital Boston, Massachusetts	$941K	+$1.01M	1	0.45%	New
522	ARGA Investment Management Stamford, Connecticut	$922K	-$21.7M	1	0.04%	Reduced
523	PCM Perkins Capital Management Wayzata, Minnesota	$918K	$0	1	0.97%	Maintained
524	Johnson Investment Counsel Cincinnati, Ohio	$917K	$0	2	0.01%	Maintained
525	Ethic Inc New York	$910K	+$339K	2	0.05%	Increased