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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	Jefferies Group New York	$229K	-$3.48M	2	0%	Reduced
552	AAM American Asset Management Boca Raton, Florida	$228K	+$223K	1	0.25%	New
553	CT Chicago Trust Grayslake, Illinois	$228K	-$68.5K	1	0.1%	Reduced
554	STB S&T Bank Indiana, Pennsylvania	$226K	+$217K	1	0.04%	New
555	SNS Financial Group Minneapolis, Minnesota	$224K	$0	1	0.07%	Maintained
556	CD Carl Domino West Palm Beach, Florida	$218K	+$214K	1	0.23%	New
557	CAM Columbia Asset Management Ann Arbor, Michigan	$218K	+$14.8K	1	0.07%	Increased
558	Old National Bancorp Evansville, Indiana	$215K	-$757K	1	0.01%	Reduced
559	FBC Fairfield, Bush & Co Darien, Connecticut	$212K	-$7.78K	1	0.07%	Reduced
560	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$203K	+$34.8K	1	0.04%	Increased
561	Capital Guardian Trust Los Angeles, California	$202K	$0	1	0%	Maintained
562	P Pitcairn Conshohocken, Pennsylvania	$201K	+$180K	1	0.02%	New
563	VFA Virtus Fund Advisers Hartford, Connecticut	$201K	+$53.1K	1	0%	Increased
564	PL Parthenon LLC Louisville, Kentucky	$200K	+$192K	1	0.05%	New
565	WC Wexford Capital West Palm Beach, Florida	$200K	-$354K	1	0.02%	Reduced
566	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$194K	+$58.9K	1	0.19%	Increased
567	Laird Norton Wetherby Wealth Management San Francisco, California	$187K	-$165K	1	0.04%	Reduced
568	Salem Investment Counselors Winston Salem, North Carolina	$180K	+$80	2	0.02%	Increased
569	Credit Agricole Montrouge Cedex, France	$179K	-$213K	2	0%	Reduced
570	First Allied Advisory Services San Diego, California	$164K	+$73K	1	0.01%	Increased
571	BHB Bank Hapoalim BM Tel Aviv, Israel	$163K	-$531K	1	0.04%	Reduced
572	HWA HCR Wealth Advisors Los Angeles, California	$154K	+$151K	1	0.08%	New
573	TDC Thompson Davis & Co Richmond, Virginia	$152K	-$513K	6	0.25%	Reduced
574	Krilogy Financial St. Louis, Missouri	$151K	+$9.18K	2	0.05%	Increased
575	RFCA R&F Capital Advisors New York	$151K	+$186K	1	0.05%	New