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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	Brookstone Capital Management Wheaton, Illinois	$704K	+$21.1K	1	0.01%	Increased
552	FCT First Community Trust Dubuque, Iowa	$703K	-$3.71K	1	0.79%	Reduced
553	IIM Ironwood Investment Management Boston, Massachusetts	$700K	-$11.7K	1	0.4%	Reduced
554	RHJA Rice Hall James & Associates San Diego, California	$697K	-$3.63M	1	0.04%	Reduced
555	GAA Green Alpha Advisors Niwot, Colorado	$694K	+$2.85K	1	0.46%	Increased
556	Veritable Wilmington, Delaware	$689K	-$29.2K	2	0.01%	Reduced
557	DekaBank Deutsche Girozentrale Frankfurt, Germany	$686K	-$3.69M	1	0%	Reduced
558	Lido Advisors Los Angeles, California	$681K	+$376K	1	0%	Increased
559	PI PFG Investments Woodbury, New York	$680K	-$41.5K	3	0.12%	Reduced
560	Illinois Municipal Retirement Fund Oak Brook, Illinois	$675K	-$1.4M	1	0.01%	Reduced
561	Harvest Fund Management Beijing, China	$674K	+$351K	2	0.14%	Increased
562	CIM CIM Investment Management Pittsburgh, Pennsylvania	$662K	+$190K	2	0.23%	Increased
563	WWP WR Wealth Planners Columbia, Missouri	$661K	+$21.1K	5	0.26%	Increased
564	Gabelli Funds Rye, New York	$659K	-$24.9K	1	0.01%	Reduced
565	PP PDT Partners New York	$648K	-$1.07M	1	0.09%	Reduced
566	FIM Freedom Investment Management Hartford, Connecticut	$648K	-$976K	2	0.07%	Reduced
567	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$641K	-$8.46K	1	0.33%	Reduced
568	AG Ascent Group Virginia Beach, Virginia	$639K	-$293K	1	0.07%	Reduced
569	Ethic Inc New York	$639K	-$216K	2	0.02%	Reduced
570	Livforsakringsbolaget Skandia Stockholm, Sweden	$635K	-$55K	1	0.07%	Reduced
571	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$628K	$0	1	0.27%	Maintained
572	Inspire Investing Meridian, Idaho	$626K	+$148K	2	0.08%	Increased
573	New York Life Investment Management New York	$623K	+$333K	2	0.01%	Increased
574	Bessemer Group Woodbridge, New Jersey	$618K	+$384K	6	0%	Increased
575	AI Atom Investors Austin, Texas	$616K	+$192K	1	0.23%	Increased