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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	WVP Worth Venture Partners Fort Lee, New Jersey	$300K	+$299K	1	0.23%	New
552	Brookstone Capital Management Wheaton, Illinois	$296K	+$285K	1	0.02%	New
553	NL NWAM LLC Mercer Island, Washington	$295K	-$33.5K	1	0.07%	Reduced
554	Voloridge Investment Management Jupiter, Florida	$294K	+$264K	1	0.01%	New
555	D.A. Davidson & Co Great Falls, Montana	$292K	+$15K	1	0.01%	Increased
556	Advent Capital Management New York	$287K	-$303K	1	0.01%	Reduced
557	Parallel Advisors San Francisco, California	$287K	+$102K	4	0.04%	Increased
558	UFF USA Financial Formulas Ada, Michigan	$287K	-$127K	1	0.07%	Reduced
559	First Citizens Bank & Trust Raleigh, North Carolina	$285K	-$8.19K	1	0.03%	Reduced
560	Brown Advisory Baltimore, Maryland	$284K	+$14.1K	1	0%	Increased
561	Suntrust Banks Atlanta, Georgia	$282K	-$401K	1	0%	Reduced
562	Caption Management Oklahoma City, Oklahoma	$279K	+$278K	1	0.02%	New
563	CCI Credit Capital Investments Livingston, New Jersey	$279K	$0	1	0.28%	Maintained
564	Synovus Financial Columbus, Georgia	$278K	+$12.4K	6	0%	Increased
565	WSCM Wellington Shields Capital Management New York	$278K	$0	1	0.04%	Maintained
566	CA Calton & Associates Tampa, Florida	$269K	+$12.7K	1	0.08%	Increased
567	Commerce Bank Kansas City, Missouri	$268K	-$3.47K	1	0%	Reduced
568	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$265K	+$8.55K	1	0.11%	Increased
569	Element Capital Management New York	$257K	+$299K	1	0.01%	New
570	MSR Main Street Research Lakeville, Connecticut	$257K	$0	1	0.04%	Maintained
571	FGAM Financial Gravity Asset Management Lakeway, Texas	$256K	+$29.3K	6	0.27%	Increased
572	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$252K	+$227K	2	0.02%	New
573	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$251K	+$40.7K	4	0%	Increased
574	MassMutual Private Wealth & Trust Windsor, Connecticut	$248K	+$24.7K	2	0.02%	Increased
575	IFP Advisors Tampa, Florida	$246K	-$93.6K	8	0.01%	Reduced