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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	PAM PT Asset Management Chicago, Illinois	$143K	$0	1	0.04%	Maintained
552	GS Girard Securities San Diego, California	$138K	$0	1	0.14%	Maintained
553	FWM Frontier Wealth Management Kansas City, Missouri	$135K	+$17.9K	1	0.01%	Increased
554	SHJ Sharkey, Howes & Javer Denver, Colorado	$135K	$0	1	0.1%	Maintained
555	CAM Carret Asset Management New York	$125K	$0	1	0.03%	Maintained
556	AIA AIMZ Investment Advisors Los Altos, California	$124K	-$1.92K	1	0.11%	Reduced
557	Krilogy Financial St. Louis, Missouri	$112K	+$109K	2	0.05%	New
558	Clifford Swan Investment Counsel Pasadena, California	$108K	+$118K	1	0.01%	New
559	ECM Estabrook Capital Management New York	$106K	$0	1	0.02%	Maintained
560	FA FCG Advisors Chatham, New Jersey	$103K	+$30K	1	0.04%	Increased
561	Picton Mahoney Asset Management Toronto, Ontario, Canada	$102K	-$12.4M	1	0.01%	Reduced
562	PTC Private Trust Company Cleveland, Ohio	$102K	+$38.4K	1	0.03%	Increased
563	Central Trust Company Jefferson City, Missouri	$101K	+$57.6K	3	0.01%	Increased
564	CCB Cutter & Co Brokerage Ballwin, Missouri	$90K	+$4.75K	1	0.04%	Increased
565	Cambridge Investment Research Advisors Fairfield, Iowa	$89K	-$722K	1	0%	Reduced
566	FPCP Fort Point Capital Partners San Francisco, California	$89K	+$96.7K	1	0.05%	New
567	MTC McDaniel Terry & Co Austin, Texas	$89K	$0	1	0.02%	Maintained
568	RGI River Global Investors London, United Kingdom	$88K	+$19.9K	1	0.06%	Increased
569	SCM Segantii Capital Management Hong Kong	$86K	+$85K	1	0.04%	New
570	United Capital Financial Advisors Irving, Texas	$86K	+$17.9K	1	0%	Increased
571	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$85K	$0	1	0%	Maintained
572	MSI Financial Services Springfield, Massachusetts	$82K	-$29.7K	6	0%	Reduced
573	Scotia Capital Toronto, Ontario, Canada	$81K	-$2.45K	1	0%	Reduced
574	Trillium Asset Management Boston, Massachusetts	$81K	-$37.5K	1	0.01%	Reduced
575	HIC Holderness Investments Company Greensboro, North Carolina	$80K	-$2.08K	1	0.08%	Reduced