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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
526	Douglas C. Lane & Associates New York	$104K	-$56.5K	1	0%	Reduced
527	MTC McDaniel Terry & Co Austin, Texas	$102K	+$99.3K	1	0.03%	New
528	Trillium Asset Management Boston, Massachusetts	$100K	-$21.3K	1	0.01%	Reduced
529	CCB Cutter & Co Brokerage Ballwin, Missouri	$98K	$0	1	0.05%	Maintained
530	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$98K	-$22.4K	1	0%	Reduced
531	SCM SOL Capital Management Rockville, Maryland	$95K	$0	1	0.04%	Maintained
532	MCM Monarch Capital Management Fort Wayne, Indiana	$94K	-$42.1K	1	0.04%	Reduced
533	AAM Auxier Asset Management Aurora, Oregon	$90K	-$2.96K	1	0.02%	Reduced
534	Sigma Planning Corp Ann Arbor, Michigan	$85K	+$96.8K	1	0.01%	New
535	Edmond de Rothschild Holding Chambesy, Switzerland	$82K	$0	1	0%	Maintained
536	FineMark National Bank & Trust Fort Myers, Florida	$81K	+$28.6K	4	0.01%	Increased
537	OIA Optimum Investment Advisors Chicago, Illinois	$81K	+$78.9K	1	0.03%	New
538	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$80K	+$79.3K	4	0.07%	Increased
539	Flow Traders U.S. New York	$80K	+$67.1K	1	0.02%	Increased
540	CIM CIM Investment Management Pittsburgh, Pennsylvania	$77K	$0	1	0.04%	Maintained
541	AP Advisor Partners Walnut Creek, California	$76K	+$73.5K	1	0.03%	New
542	Curi RMB Capital Chicago, Illinois	$75K	-$14.5K	1	0.01%	Reduced
543	PTC Private Trust Company Cleveland, Ohio	$73K	+$71.7K	1	0.02%	New
544	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$69.8K	$0	1	0.01%	Maintained
545	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$68K	$0	1	0.02%	Maintained
546	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$68K	$0	1	0.02%	Maintained
547	First Horizon Advisors Memphis, Tennessee	$56K	+$2.87K	3	0.01%	Increased
548	GS GAM Systematic Cambridge, United Kingdom	$56K	+$62.3K	1	0.01%	New
549	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$55K	$0	1	0%	Maintained
550	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$55K	$0	1	0%	Maintained