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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	SignatureFD Atlanta, Georgia	$777K	+$18.4K	7	0.03%	Increased
552	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$756K	$0	1	0.01%	Maintained
553	LCM LCM Capital Management Chicago, Illinois	$747K	-$389	1	0.79%	Reduced
554	VHAM Van Hulzen Asset Management El Dorado Hills, California	$739K	+$33.1K	1	0.09%	Increased
555	AC Apogem Capital New York	$734K	$0	1	0.73%	Maintained
556	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$730K	+$41.6K	2	0.1%	Increased
557	PCM Perkins Capital Management Wayzata, Minnesota	$728K	$0	1	0.81%	Maintained
558	Stratos Wealth Partners Beachwood, Ohio	$727K	+$4.41K	2	0.02%	Increased
559	PWAC Private Wealth Advisors (California) Fresno, California	$724K	-$828K	1	0.34%	Reduced
560	AIA Group Hong Kong	$713K	-$721K	1	0.05%	Reduced
561	Silvercrest Asset Management New York	$713K	-$117K	2	0.01%	Reduced
562	Synovus Financial Columbus, Georgia	$711K	$0	1	0.01%	Maintained
563	Western Wealth Management Golden, Colorado	$709K	+$900K	2	0.04%	New
564	APA American Portfolios Advisors Holbrook, New York	$709K	-$22.9K	7	0.03%	Reduced
565	VAM Verity Asset Management Durham, North Carolina	$700K	+$961K	1	0.72%	New
566	Laird Norton Wetherby Wealth Management San Francisco, California	$699K	+$94.9K	1	0.05%	Increased
567	CAM ClariVest Asset Management San Diego, California	$695K	-$2.59K	1	0.03%	Reduced
568	Quantbot Technologies New York	$692K	-$708K	2	0.05%	Reduced
569	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$687K	$0	1	0.35%	Maintained
570	Commerce Bank Kansas City, Missouri	$683K	$0	1	0.01%	Maintained
571	AF Aldebaran Financial	$680K	-$10.8K	1	0.75%	Reduced
572	WWP WR Wealth Planners Columbia, Missouri	$675K	+$58.1K	3	0.48%	Increased
573	Leonteq Securities AG Zurich, Switzerland	$671K	+$545K	4	0.03%	Increased
574	SCM SOL Capital Management Rockville, Maryland	$661K	$0	1	0.14%	Maintained
575	WAM Westport Asset Management Southport, Connecticut	$651K	$0	1	0.41%	Maintained