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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	People's United Financial Bridgeport, Connecticut	$1.02M	-$61.5K	1	0.02%	Reduced
552	RIM Regent Investment Management Louisville, Kentucky	$1.01M	+$84.7K	2	0.25%	Increased
553	Independent Financial Group San Diego, California	$1.01M	+$1.97K	3	0.13%	Increased
554	Kestra Private Wealth Services Austin, Texas	$1.01M	+$1M	2	0.07%	Increased
555	OCM Opti Capital Management New York	$1.01M	+$1.02M	1	0.12%	New
556	PCM Perkins Capital Management Wayzata, Minnesota	$999K	$0	1	0.58%	Maintained
557	Cetera Advisor Networks El Segundo, California	$988K	+$187K	2	0.02%	Increased
558	SGA Strategic Global Advisors Newport Beach, California	$988K	-$838K	1	0.18%	Reduced
559	APA American Portfolios Advisors Holbrook, New York	$987K	+$188K	8	0.04%	Increased
560	ESCM Echo Street Capital Management New York	$982K	+$1.04M	3	0.01%	New
561	H HoyleCohen San Diego, California	$982K	+$1.05M	4	0.1%	New
562	JCM Janney Capital Management Pittsburgh, Pennsylvania	$978K	-$164K	2	0.06%	Reduced
563	NN Investment Partners Holdings The Hague, Netherlands	$977K	+$1.17M	1	0.01%	New
564	FA FDx Advisors Chicago, Illinois	$974K	+$271K	3	0.04%	Increased
565	Greenleaf Trust Kalamazoo, Michigan	$963K	-$58.9K	2	0.01%	Reduced
566	TA Teton Advisors Rye, New York	$963K	-$2.26M	1	0.14%	Reduced
567	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$950K	+$1.13M	2	0.58%	New
568	AC Athanor Capital New York	$931K	+$974K	2	0.02%	New
569	CH Canton Hathaway Providence, Rhode Island	$928K	$0	1	0.3%	Maintained
570	TW TrinityPoint Wealth Milford, Connecticut	$927K	+$940K	1	0.22%	New
571	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$924K	-$11.3M	1	0.73%	Reduced
572	Y-Intercept (HK) Hong Kong	$923K	+$51.4K	3	0.25%	Increased
573	RG Renaissance Group Covington, Kentucky	$911K	+$1.09M	1	0.04%	New
574	VAM Verity Asset Management Durham, North Carolina	$907K	-$214K	1	0.54%	Reduced
575	BDWCC B&D White Capital Company Lakeway, Texas	$904K	+$930K	1	0.48%	New