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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	AWM Ameliora Wealth Management Zurich, Switzerland	$1M	$0	1	1.19%	Maintained
552	Carnegie Investment Counsel Pepper Pike, Ohio	$994K	-$207K	1	0.04%	Reduced
553	TW TrinityPoint Wealth Milford, Connecticut	$991K	+$21.2K	1	0.22%	Increased
554	GIPM G2 Investment Partners Management New York	$987K	+$982K	1	0.31%	New
555	FA FDx Advisors Chicago, Illinois	$985K	-$150K	4	0.04%	Reduced
556	AT American Trust Lexington, Kentucky	$984K	-$267K	3	0.08%	Reduced
557	Cerity Partners New York	$984K	+$1.04M	2	0.01%	Increased
558	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$977K	+$948K	1	0.08%	New
559	Cornerstone Investment Partners Atlanta, Georgia	$962K	+$87.1K	2	0.06%	Increased
560	AF Aldebaran Financial	$961K	-$253K	1	1.02%	Reduced
561	FIM Freedom Investment Management Hartford, Connecticut	$960K	-$991K	2	0.1%	Reduced
562	FC FORA Capital Miami, Florida	$952K	+$91.3K	2	0.19%	Increased
563	Mackenzie Financial Toronto Ontario, Ontario, Canada	$952K	-$428K	3	0%	Reduced
564	Vanguard Personalized Indexing Management Oakland, California	$951K	-$689K	3	0.04%	Reduced
565	RG Renaissance Group Covington, Kentucky	$944K	+$28.2K	1	0.05%	Increased
566	GAA Green Alpha Advisors Niwot, Colorado	$939K	-$98.9K	1	0.22%	Reduced
567	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$934K	-$73.4K	2	0.12%	Reduced
568	WAM Werlinich Asset Management Stamford, Connecticut	$928K	-$43.1K	1	0.87%	Reduced
569	Graham Capital Management Rowayton, Connecticut	$926K	+$899K	2	0.04%	Increased
570	HWM Hohimer Wealth Management Seattle, Washington	$925K	-$1.26M	2	0.27%	Reduced
571	FCT First Community Trust Dubuque, Iowa	$924K	-$101K	1	1.09%	Reduced
572	WCM Washington Capital Management Seattle, Washington	$924K	+$551K	2	0.89%	Increased
573	Focus Financial Network Minneapolis, Minnesota	$907K	+$6.6K	1	0.07%	Increased
574	SSI Scott & Selber Inc Houston, Texas	$900K	-$10.1K	1	0.41%	Reduced
575	AIC Aurora Investment Counsel Atlanta, Georgia	$896K	-$53.5K	1	0.65%	Reduced