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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	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$989K	+$50.7K	1	0.37%	Increased
552	NA Navellier & Associates Reno, Nevada	$982K	+$71.2K	1	0.15%	Increased
553	SSG Summit Securities Group New York	$978K	+$459K	2	0.08%	Increased
554	WA WealthTrust Axiom Wayne, Pennsylvania	$970K	+$212K	2	0.31%	Increased
555	PC Provenire Capital Eden Prairie, Minnesota	$968K	-$737K	2	3.27%	Reduced
556	FA FDx Advisors Chicago, Illinois	$966K	-$67.6K	2	0.03%	Reduced
557	Independent Financial Group San Diego, California	$945K	-$8.23K	2	0.1%	Reduced
558	SignatureFD Atlanta, Georgia	$943K	+$3.4K	8	0.04%	Increased
559	RG Renaissance Group Covington, Kentucky	$940K	-$26K	1	0.04%	Reduced
560	Centiva Capital New York	$933K	+$576K	3	0.02%	Increased
561	BG Bollard Group Boston, Massachusetts	$927K	+$880K	2	0.03%	Increased
562	Livforsakringsbolaget Skandia Stockholm, Sweden	$927K	$0	1	0.06%	Maintained
563	ESCM Echo Street Capital Management New York	$922K	-$100K	2	0.01%	Reduced
564	CG Cutler Group San Francisco, California	$916K	-$2.89M	7	0.04%	Reduced
565	LCM LCM Capital Management Chicago, Illinois	$911K	+$16.1K	1	0.76%	Increased
566	Commerce Bank Kansas City, Missouri	$910K	-$4.89M	1	0.01%	Reduced
567	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$907K	+$880K	1	0.28%	New
568	DF Donoghue Forlines Boston, Massachusetts	$900K	+$82.4K	2	0.17%	Increased
569	IB Intrust Bank Wichita, Kansas	$886K	+$17.8K	1	0.12%	Increased
570	AE Wealth Management Topeka, Kansas	$877K	-$702K	2	0.01%	Reduced
571	IHT Wealth Management Chicago, Illinois	$877K	+$35.9K	2	0.06%	Increased
572	SCM SOL Capital Management Rockville, Maryland	$874K	+$2.9K	1	0.17%	Increased
573	Quilter Plc London, United Kingdom	$867K	-$285K	1	0.02%	Reduced
574	Greenleaf Trust Kalamazoo, Michigan	$859K	-$65.4K	3	0.01%	Reduced
575	Bridgeway Capital Management Houston, Texas	$847K	$0	1	0.02%	Maintained