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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	Krilogy Financial St. Louis, Missouri	$110K	$0	2	0.04%	Maintained
552	ECM Estabrook Capital Management New York	$102K	$0	1	0.02%	Maintained
553	Prospera Financial Services Dallas, Texas	$101K	+$101K	1	0.02%	New
554	PTC Private Trust Company Cleveland, Ohio	$99K	$0	1	0.03%	Maintained
555	FA FCG Advisors Chatham, New Jersey	$96K	-$3.53K	1	0.03%	Reduced
556	FIB First Interstate Bank Billings, Montana	$95K	+$82.5K	5	0.02%	Increased
557	SHJ Sharkey, Howes & Javer Denver, Colorado	$95K	$0	1	0.06%	Maintained
558	CCB Cutter & Co Brokerage Ballwin, Missouri	$92K	+$5.37K	1	0.04%	Increased
559	CIBC World Market Toronto, Ontario, Canada	$91K	-$379K	1	0%	Reduced
560	Cambridge Investment Research Advisors Fairfield, Iowa	$88K	+$2.35K	1	0%	Increased
561	FPCP Fort Point Capital Partners San Francisco, California	$86K	$0	1	0.04%	Maintained
562	MTC McDaniel Terry & Co Austin, Texas	$86K	$0	1	0.02%	Maintained
563	Central Trust Company Jefferson City, Missouri	$85K	+$1.22K	3	0.01%	Increased
564	Scotia Capital Toronto, Ontario, Canada	$81K	+$3.11K	1	0%	Increased
565	HIC Holderness Investments Company Greensboro, North Carolina	$77K	$0	1	0.08%	Maintained
566	Picton Mahoney Asset Management Toronto, Ontario, Canada	$77K	-$12.3K	1	0%	Reduced
567	3C 361 Capital Denver, Colorado	$76K	+$73.5K	1	1.13%	New
568	Huntington National Bank Columbus, Ohio	$76K	+$41.9K	4	0%	Increased
569	RGI River Global Investors London, United Kingdom	$76K	$0	1	0.03%	Maintained
570	AAM Auxier Asset Management Aurora, Oregon	$75K	$0	1	0.02%	Maintained
571	Curi RMB Capital Chicago, Illinois	$75K	+$10.5K	1	0%	Increased
572	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$71K	+$62.5K	2	0.02%	Increased
573	Baird Financial Group Milwaukee, Wisconsin	$68K	-$695K	1	0%	Reduced
574	MSI Financial Services Springfield, Massachusetts	$68K	-$7.49K	4	0%	Reduced
575	OIA Optimum Investment Advisors Chicago, Illinois	$68K	$0	1	0.03%	Maintained