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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	SP SWS Partners Columbus, Ohio	$1.05M	+$13.5K	1	0.32%	Increased
552	Hancock Whitney Gulfport, Mississippi	$1.05M	+$2.52K	1	0.04%	Increased
553	QRG Capital Management Chicago, Illinois	$1.04M	-$17K	1	0.01%	Reduced
554	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.03M	+$512K	10	0%	Increased
555	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.03M	+$34.9K	2	0.06%	Increased
556	Quadrature Capital London, United Kingdom	$1.02M	+$709K	1	0.02%	New
557	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.02M	-$96.5K	6	0%	Reduced
558	UMB Bank Kansas City, Missouri	$1.02M	+$64.8K	6	0.02%	Increased
559	Advisors Asset Management Monument, Colorado	$1.02M	+$166K	4	0.02%	Increased
560	PCP Proficio Capital Partners Newton, Massachusetts	$1.01M	+$17.2K	1	0.11%	Increased
561	PFG PAX Financial Group San Antonio, Texas	$1.01M	+$879K	1	0.2%	New
562	MP McDonald Partners Cleveland, Ohio	$1.01M	+$14.4K	1	0.27%	Increased
563	HCS Himension Capital (Singapore) Singapore	$1M	+$918K	1	0.07%	New
564	IAS IMA Advisory Services Denver, Colorado	$1M	-$27.9K	1	0.44%	Reduced
565	Sequoia Financial Advisors Akron, Ohio	$996K	+$76.8K	1	0.01%	Increased
566	RA RiverPark Advisors New York	$990K	+$409K	3	0.82%	Increased
567	Burney Company Reston, Virginia	$966K	+$6.98K	1	0.04%	Increased
568	Avior Wealth Management Omaha, Nebraska	$965K	+$192K	6	0.04%	Increased
569	Benjamin F. Edwards & Company St. Louis, Missouri	$961K	-$66.2K	3	0.02%	Reduced
570	Walleye Trading New York	$951K	-$3.48M	4	0%	Reduced
571	WPC White Pine Capital Bloomington, Minnesota	$948K	+$468K	2	0.36%	Increased
572	WSCM Wellington Shields Capital Management New York	$946K	$0	1	0.17%	Maintained
573	IIM Ironwood Investment Management Boston, Massachusetts	$936K	+$2.23K	1	0.5%	Increased
574	KPF K2 Principal Fund Toronto, Ontario, Canada	$931K	+$452K	1	0.17%	Increased
575	Fulton Bank Lancaster, Pennsylvania	$920K	+$91.3K	2	0.04%	Increased