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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	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$402K	+$4.46K	1	0.08%	Increased
527	First Allied Advisory Services San Diego, California	$399K	+$309K	2	0.01%	Increased
528	Ingalls & Snyder LLC New York	$393K	+$196	1	0.02%	Increased
529	IR Invictus RG Hamilton, Bermuda	$388K	+$348K	1	0.3%	New
530	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$386K	$0	1	0.07%	Maintained
531	TC Telemus Capital Southfield, Michigan	$383K	$0	1	0.03%	Maintained
532	STB S&T Bank Indiana, Pennsylvania	$378K	$0	1	0.07%	Maintained
533	Segall Bryant & Hamill Chicago, Illinois	$373K	-$3.12K	1	0.01%	Reduced
534	AIM Alambic Investment Management Belvedere, California	$370K	+$431K	1	0.29%	New
535	O'Shaughnessy Asset Management Stamford, Connecticut	$368K	+$86.9K	2	0.01%	Increased
536	Caprock Group Boise, Idaho	$362K	-$619K	1	0.07%	Reduced
537	WA WealthTrust Axiom Wayne, Pennsylvania	$359K	-$102K	1	0.12%	Reduced
538	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$357K	+$252K	2	0.03%	Increased
539	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$352K	+$32K	5	0%	Increased
540	MC Moors & Cabot Boston, Massachusetts	$344K	-$214K	1	0.04%	Reduced
541	OI Oakbrook Investments Lisle, Illinois	$344K	-$278K	1	0.02%	Reduced
542	Qube Research & Technologies (QRT) London, United Kingdom	$343K	+$298K	2	0.05%	Increased
543	SignatureFD Atlanta, Georgia	$343K	+$40.3K	3	0.03%	Increased
544	Belpointe Asset Management Reno, Nevada	$327K	+$313K	2	0.05%	New
545	Fred Alger Management New York	$326K	$0	1	0%	Maintained
546	MML Investors Services Springfield, Massachusetts	$323K	+$125K	1	0.01%	Increased
547	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$321K	+$288K	1	0.01%	New
548	Cetera Advisor Networks El Segundo, California	$306K	+$158K	1	0.01%	Increased
549	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$300K	-$23.2K	1	0.11%	Reduced
550	PL Parthenon LLC Louisville, Kentucky	$300K	$0	1	0.07%	Maintained