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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	MCM Maytus Capital Management New York	$1.23M	+$1.05M	1	0.43%	New
552	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.21M	+$318K	3	0%	Increased
553	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$1.2M	+$591K	1	0.23%	Increased
554	MP McDonald Partners Cleveland, Ohio	$1.19M	-$55.7K	1	0.3%	Reduced
555	Sequoia Financial Advisors Akron, Ohio	$1.18M	+$29.6K	1	0.01%	Increased
556	RP Riverwater Partners Milwaukee, Wisconsin	$1.18M	-$436K	1	0.59%	Reduced
557	OMERS Administration Corp Toronto, Ontario, Canada	$1.18M	+$291K	3	0.01%	Increased
558	WSCM Wellington Shields Capital Management New York	$1.16M	$0	1	0.2%	Maintained
559	Rockefeller Capital Management New York	$1.16M	+$174K	1	0%	Increased
560	IIM Ironwood Investment Management Boston, Massachusetts	$1.14M	-$7.02K	1	0.56%	Reduced
561	D.A. Davidson & Co Great Falls, Montana	$1.11M	+$10.5K	1	0.01%	Increased
562	CIBC World Market Toronto, Ontario, Canada	$1.11M	+$462K	3	0%	Increased
563	AAM Aureus Asset Management Boston, Massachusetts	$1.11M	$0	1	0.07%	Maintained
564	Burney Company Reston, Virginia	$1.08M	-$129K	1	0.04%	Reduced
565	IAS IMA Advisory Services Denver, Colorado	$1.06M	-$159K	1	0.23%	Reduced
566	WTG West Tower Group Richmond, Virginia	$1.06M	+$659K	3	2.26%	Increased
567	Ethic Inc New York	$1.05M	-$80.8K	2	0.03%	Reduced
568	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$1.05M	+$882K	1	0.02%	New
569	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.05M	-$240K	2	0.07%	Reduced
570	Shelton Capital Management Denver, Colorado	$1.05M	$0	3	0.03%	Maintained
571	MFG MidWestOne Financial Group Iowa City, Iowa	$1.03M	-$504K	1	0.14%	Reduced
572	VI Versor Investments New York	$1.03M	-$1.49M	2	0.16%	Reduced
573	AA Auxano Advisors Bellevue, Washington	$1.03M	+$356K	1	0.27%	Increased
574	TSS Two Sigma Securities New York	$1.02M	-$3.94M	4	0.02%	Reduced
575	UMB Bank Kansas City, Missouri	$1.02M	+$58.7K	6	0.02%	Increased