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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	SW SkyOak Wealth Southfield, Michigan	$665K	-$220K	1	0.17%	Reduced
552	Brookstone Capital Management Wheaton, Illinois	$661K	+$32.5K	1	0.01%	Increased
553	FSA Fort Sheridan Advisors Highland Park, Illinois	$659K	-$31.6K	1	0.13%	Reduced
554	CCG Ceeto Capital Group Coral Gables, Florida	$653K	+$252K	1	0.28%	Increased
555	QRG Capital Management Chicago, Illinois	$645K	-$56.5K	1	0.01%	Reduced
556	Ethic Inc New York	$637K	+$205K	2	0.02%	Increased
557	DekaBank Deutsche Girozentrale Frankfurt, Germany	$634K	$0	1	0%	Maintained
558	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$633K	-$14.1K	5	0%	Reduced
559	I InceptionR Lafayette, California	$628K	-$35K	2	0.45%	Reduced
560	CIA Capital Impact Advisors Boston, Massachusetts	$621K	+$218K	1	0.82%	Increased
561	GAA Green Alpha Advisors Niwot, Colorado	$619K	-$77.7K	1	0.45%	Reduced
562	A AlphaQuest New York	$617K	+$605K	1	0.13%	New
563	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$614K	+$566K	2	0.14%	New
564	CIM CIM Investment Management Pittsburgh, Pennsylvania	$590K	$0	2	0.19%	Maintained
565	MC Merlin Capital Newport, Rhode Island	$587K	+$6.1K	2	1.88%	Increased
566	IIM Ironwood Investment Management Boston, Massachusetts	$581K	-$3.25K	1	0.31%	Reduced
567	HB Wealth Management Atlanta, Georgia	$577K	-$4.81M	2	0.01%	Reduced
568	HC Henshaw Capital Woburn, Massachusetts	$567K	$0	1	0.03%	Maintained
569	LCM Landscape Capital Management Englewood, New Jersey	$567K	+$426K	2	0.05%	New
570	Centiva Capital New York	$560K	-$1.2M	1	0.01%	Reduced
571	GFA Gifford Fong Associates Lafayette, California	$552K	$0	1	0.12%	Maintained
572	ET Entropy Technologies New York	$538K	+$461K	2	0.1%	New
573	Advisors Asset Management Monument, Colorado	$537K	+$184K	4	0.01%	Increased
574	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$535K	+$11K	1	0.27%	Increased
575	Greenleaf Trust Kalamazoo, Michigan	$529K	+$28.2K	3	0.01%	Increased