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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	TA Teton Advisors Rye, New York	$1.09M	$0	2	0.16%	Maintained
527	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$1.08M	+$192K	1	0.48%	Increased
528	WCM Washington Capital Management Seattle, Washington	$1.08M	$0	2	0.96%	Maintained
529	Algert Global San Francisco, California	$1.08M	+$1.17M	2	0.14%	New
530	JP Morgan Private Wealth Advisors San Francisco, California	$1.08M	+$297K	4	0%	Increased
531	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.07M	+$63.9K	1	0.39%	Increased
532	NFG Next Financial Group Houston, Texas	$1.07M	-$13.6K	6	0.08%	Reduced
533	FA FDx Advisors Chicago, Illinois	$1.06M	+$160K	3	0.03%	Increased
534	GAA Green Alpha Advisors Niwot, Colorado	$1.06M	+$36.6K	1	0.73%	Increased
535	Cetera Advisors Denver, Colorado	$1.05M	-$4.72K	3	0.02%	Reduced
536	AIM Aigen Investment Management New York	$1.05M	-$377K	2	0.2%	Reduced
537	APA American Portfolios Advisors Holbrook, New York	$1.04M	+$41.8K	9	0.04%	Increased
538	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.04M	+$1.2M	1	0.08%	New
539	SSI Scott & Selber Inc Houston, Texas	$1.03M	-$33.3K	1	0.42%	Reduced
540	BCM Bayesian Capital Management Brooklyn, New York	$1.03M	+$319K	1	0.3%	Increased
541	Independent Financial Group San Diego, California	$1.02M	+$58.3K	2	0.1%	Increased
542	WAM Werlinich Asset Management Stamford, Connecticut	$1.02M	$0	1	0.82%	Maintained
543	TW TrinityPoint Wealth Milford, Connecticut	$1M	-$16.8K	1	0.19%	Reduced
544	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$981K	+$929K	1	0%	Increased
545	RG Renaissance Group Covington, Kentucky	$981K	+$233K	1	0.04%	Increased
546	Laird Norton Wetherby Wealth Management San Francisco, California	$978K	+$181K	1	0.06%	Increased
547	DF Donoghue Forlines Boston, Massachusetts	$953K	+$76.1K	2	0.18%	Increased
548	NewEdge Advisors New Orleans, Louisiana	$948K	-$488K	4	0.02%	Reduced
549	Livforsakringsbolaget Skandia Stockholm, Sweden	$944K	$0	1	0.06%	Maintained
550	AP AtonRa Partners Geneva, Switzerland	$943K	+$54.8K	1	0.32%	Increased