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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	SNS Financial Group Minneapolis, Minnesota	$172K	+$159K	1	0.04%	New
527	GS Girard Securities San Diego, California	$163K	+$167K	1	0.16%	New
528	Nordea Investment Management Stockholm, Sweden	$163K	-$23.9K	1	0%	Reduced
529	CCA Checchi Capital Advisers Beverly Hills, California	$159K	-$17.6K	1	0.04%	Reduced
530	PAM PT Asset Management Chicago, Illinois	$155K	-$8.04K	1	0.03%	Reduced
531	SHJ Sharkey, Howes & Javer Denver, Colorado	$152K	$0	1	0.11%	Maintained
532	AIA AIMZ Investment Advisors Los Altos, California	$150K	-$28.2K	1	0.14%	Reduced
533	CAM Carret Asset Management New York	$148K	-$3.39K	1	0.03%	Reduced
534	FWM Frontier Wealth Management Kansas City, Missouri	$141K	+$31.2K	1	0.02%	Increased
535	Trillium Asset Management Boston, Massachusetts	$137K	+$33.8K	1	0.01%	Increased
536	ECM Estabrook Capital Management New York	$126K	-$85.6K	1	0.02%	Reduced
537	MSI Financial Services Springfield, Massachusetts	$121K	+$107K	6	0.01%	Increased
538	MTC McDaniel Terry & Co Austin, Texas	$106K	$0	1	0.03%	Maintained
539	CCB Cutter & Co Brokerage Ballwin, Missouri	$102K	$0	1	0.05%	Maintained
540	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$101K	$0	1	0%	Maintained
541	SCM SOL Capital Management Rockville, Maryland	$98K	$0	1	0.03%	Maintained
542	HIC Holderness Investments Company Greensboro, North Carolina	$97K	-$57.7K	1	0.1%	Reduced
543	FRM Fox Run Management Greenwich, Connecticut	$95K	+$97K	1	0.07%	New
544	AP Advisor Partners Walnut Creek, California	$94K	+$15.7K	1	0.03%	Increased
545	Curi RMB Capital Chicago, Illinois	$94K	+$16.7K	1	0%	Increased
546	Scotia Capital Toronto, Ontario, Canada	$94K	-$305K	1	0%	Reduced
547	AAM Auxier Asset Management Aurora, Oregon	$92K	-$1.43K	1	0.02%	Reduced
548	FA FCG Advisors Chatham, New Jersey	$90K	+$91.2K	1	0.05%	New
549	KIC Keating Investment Counselors Delray Beach, Florida	$90K	-$250K	1	0.05%	Reduced
550	Edmond de Rothschild Holding Chambesy, Switzerland	$85K	$0	1	0%	Maintained