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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	Cresset Asset Management Chicago, Illinois	$1.02M	+$1.02M	2	0%	New
502	WPC White Pine Capital Bloomington, Minnesota	$1.02M	+$298K	1	0.38%	Increased
503	Johnson Investment Counsel Cincinnati, Ohio	$1.01M	-$8.5K	2	0.01%	Reduced
504	SW SkyOak Wealth Southfield, Michigan	$1.01M	-$113K	1	0.29%	Reduced
505	Hancock Whitney Gulfport, Mississippi	$987K	-$276K	1	0.04%	Reduced
506	Sequoia Financial Advisors Akron, Ohio	$986K	-$111K	1	0.02%	Reduced
507	SignatureFD Atlanta, Georgia	$982K	-$2.34K	7	0.03%	Reduced
508	FTDI First Trust Direct Indexing Boston, Massachusetts	$972K	-$76.8K	2	0.11%	Reduced
509	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$971K	+$136K	2	0.11%	Increased
510	Cerity Partners New York	$968K	-$1.67M	2	0%	Reduced
511	DTL Dynamic Technology Lab Singapore	$967K	+$367K	1	0.12%	Increased
512	D.A. Davidson & Co Great Falls, Montana	$957K	+$104K	3	0.01%	Increased
513	Nissay Asset Management Tokyo, Japan	$950K	-$116K	1	0.01%	Reduced
514	Banco Santander Madrid, Spain	$948K	$0	1	0.01%	Maintained
515	Commerce Bank Kansas City, Missouri	$942K	+$265K	2	0.01%	Increased
516	CIC Cornercap Investment Counsel Atlanta, Georgia	$941K	+$1.01M	1	0.16%	New
517	PCM Princeton Capital Management Red Bank, New Jersey	$937K	-$28.4K	2	0.39%	Reduced
518	Virginia Retirement Systems Richmond, Virginia	$934K	-$171K	2	0.01%	Reduced
519	IFP Advisors Tampa, Florida	$932K	-$460K	8	0.04%	Reduced
520	SEC Seven Eight Capital New York	$912K	+$447K	1	0.15%	Increased
521	ARGA Investment Management Stamford, Connecticut	$901K	-$319K	1	0.03%	Reduced
522	Shelton Capital Management Denver, Colorado	$891K	+$4.35K	3	0.03%	Increased
523	AFAS Acorn Financial Advisory Services Reston, Virginia	$886K	+$148K	1	0.16%	Increased
524	MAI Capital Management Independence, Ohio	$874K	-$322K	3	0.01%	Reduced
525	Atria Wealth Solutions New York	$862K	-$78.3K	4	0.01%	Reduced