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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	CL CSS LLC Chicago, Illinois	$227K	$0	1	0.01%	Maintained
552	CAM Columbia Asset Management Ann Arbor, Michigan	$226K	$0	1	0.07%	Maintained
553	Sowell Financial Services North Little Rock, Arkansas	$219K	+$213K	1	0.05%	New
554	CAM Cortina Asset Management Milwaukee, Wisconsin	$216K	-$7.88M	1	0.01%	Reduced
555	AAM American Asset Management Boca Raton, Florida	$215K	+$6.69K	1	0.14%	Increased
556	Fifth Third Bancorp Cincinnati, Ohio	$215K	-$569K	5	0%	Reduced
557	IHT Wealth Management Chicago, Illinois	$215K	-$3K	1	0.05%	Reduced
558	MCM Marathon Capital Management Hunt Valley, Maryland	$209K	$0	1	0.08%	Maintained
559	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$207K	-$21.3K	1	0.22%	Reduced
560	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$204K	+$5.78K	4	0%	Increased
561	Chevy Chase Trust Bethesda, Maryland	$193K	-$4.94K	1	0%	Reduced
562	SCC Spring Creek Capital Wichita, Kansas	$189K	+$190K	1	0.02%	New
563	FHA Flagship Harbor Advisors Boston, Massachusetts	$186K	+$174K	3	0.04%	New
564	Homrich & Berg Atlanta, Georgia	$185K	-$26K	1	0.01%	Reduced
565	C Cerebellum San Francisco, California	$184K	+$190K	1	0.31%	New
566	UR USCA RIA Houston, Texas	$184K	$0	1	0.02%	Maintained
567	FBC Fairfield, Bush & Co Darien, Connecticut	$182K	$0	1	0.05%	Maintained
568	HWA HCR Wealth Advisors Los Angeles, California	$176K	$0	1	0.06%	Maintained
569	DI Diligent Investors Redlands, California	$174K	$0	1	0.11%	Maintained
570	AIM Anchor Investment Management Columbia, South Carolina	$174K	$0	1	0.04%	Maintained
571	PP PDT Partners New York	$168K	+$169K	1	0.01%	New
572	SWM SeaCrest Wealth Management Purchase, New York	$164K	-$83.3K	8	0.03%	Reduced
573	Summit Trail Advisors New York	$159K	+$163K	1	0.06%	New
574	Salem Investment Counselors Winston Salem, North Carolina	$158K	-$56.7K	1	0.01%	Reduced
575	Cetera Advisor Networks El Segundo, California	$154K	-$35	1	0.01%	Reduced