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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	Rafferty Asset Management New York	$370K	+$305K	1	0.01%	New
552	Sowell Financial Services North Little Rock, Arkansas	$369K	-$238K	4	0.03%	Reduced
553	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$367K	+$111K	1	0.01%	Increased
554	Ingalls & Snyder LLC New York	$366K	+$457	1	0.02%	Increased
555	AAM Aureus Asset Management Boston, Massachusetts	$362K	$0	1	0.04%	Maintained
556	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$350K	+$122K	3	0.04%	Increased
557	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$350K	+$26.9K	7	0%	Increased
558	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$349K	-$108K	1	0.05%	Reduced
559	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$347K	+$17.7K	1	0.16%	Increased
560	TC Telemus Capital Southfield, Michigan	$342K	$0	1	0.03%	Maintained
561	Meitav Investment House Bene-Beraq, Israel	$341K	+$139K	1	0.02%	Increased
562	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$340K	-$187K	1	0%	Reduced
563	NL NWAM LLC Mercer Island, Washington	$339K	+$9.53K	1	0.06%	Increased
564	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
565	APA American Portfolios Advisors Holbrook, New York	$333K	+$10.1K	4	0.02%	Increased
566	FRM Fox Run Management Greenwich, Connecticut	$332K	-$263K	1	0.27%	Reduced
567	PA PSI Advisors Tampa, Florida	$332K	+$298K	2	0.21%	New
568	IEQ Capital Foster City, California	$331K	+$351K	1	0.03%	New
569	Regions Financial Corp Birmingham, Alabama	$330K	+$6.25K	1	0%	Increased
570	Commerce Bank Kansas City, Missouri	$328K	-$93.3K	1	0%	Reduced
571	CCM Compton Capital Management Providence, Rhode Island	$327K	$0	1	0.13%	Maintained
572	PPP Private Portfolio Partners Paramus, New Jersey	$325K	+$290K	1	0.14%	New
573	HR Hayden Royal Charlotte, North Carolina	$323K	-$139K	1	0.16%	Reduced
574	AIM Aigen Investment Management New York	$323K	+$279K	4	0.05%	New
575	ANI American National Insurance Galveston, Texas	$320K	$0	1	0.02%	Maintained