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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
551	Huntington National Bank Columbus, Ohio	$84K	+$43.9K	5	0%	Increased
552	OIA Optimum Investment Advisors Chicago, Illinois	$84K	$0	1	0.03%	Maintained
553	CA Corrado Advisors Ramsey, New Jersey	$83K	+$84.5K	1	0.05%	New
554	Fiera Capital (Canada) Montreal, Quebec, Canada	$83K	+$84.7K	1	0%	New
555	United Capital Financial Advisors Irving, Texas	$82K	+$83.6K	1	0%	New
556	PTC Private Trust Company Cleveland, Ohio	$80K	+$3.58K	1	0.02%	Increased
557	CIM CIM Investment Management Pittsburgh, Pennsylvania	$79K	$0	1	0.04%	Maintained
558	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$77K	-$1.36K	4	0.08%	Reduced
559	MCM Monarch Capital Management Fort Wayne, Indiana	$77K	-$20.7K	1	0.03%	Reduced
560	FineMark National Bank & Trust Fort Myers, Florida	$76K	-$1.86K	3	0.01%	Reduced
561	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$72.3K	$0	1	0.01%	Maintained
562	TCM Traynor Capital Management Malvern, Pennsylvania	$72K	-$139K	1	0.05%	Reduced
563	PCM Prelude Capital Management New York	$71K	-$396K	2	0.01%	Reduced
564	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$70K	$0	1	0.02%	Maintained
565	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$70K	$0	1	0.03%	Maintained
566	PM Penbrook Management New York	$70K	+$71.3K	1	0.07%	New
567	HCM Herndon Capital Management Atlanta, Georgia	$60K	+$38.4K	1	0%	Increased
568	RGI River Global Investors London, United Kingdom	$57K	+$55.9K	1	0.04%	New
569	PMFA Plante Moran Financial Advisors Southfield, Michigan	$55K	+$18	2	0.04%	Increased
570	IPC Independent Portfolio Consultants Boca Raton, Florida	$54K	-$194K	1	0.02%	Reduced
571	Tower Research Capital (TRC) New York	$50K	-$205K	7	0.01%	Reduced
572	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$47K	$0	1	0%	Maintained
573	Central Trust Company Jefferson City, Missouri	$46K	+$31.1K	3	0%	Increased
574	FCCM First City Capital Management Savannah, Georgia	$43K	-$713	1	0.03%	Reduced
575	WEC Winslow Evans & Crocker Boston, Massachusetts	$42.4K	-$184K	2	0.01%	Reduced