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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	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$1.46M	$0	1	0.06%	Maintained
552	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$1.46M	+$61K	2	0.17%	Increased
553	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$1.46M	$0	1	0.99%	Maintained
554	SOW State of Wyoming Cheyenne, Wyoming	$1.45M	+$281K	5	0.19%	Increased
555	EverSource Wealth Advisors Birmingham, Alabama	$1.45M	+$282K	9	0.08%	Increased
556	CIBC World Markets New York	$1.44M	+$1.22M	3	0.01%	Increased
557	Lido Advisors Los Angeles, California	$1.43M	+$283K	3	0.01%	Increased
558	PTC Petrus Trust Company Dallas, Texas	$1.43M	+$1.03M	4	0.13%	Increased
559	Commerce Bank Kansas City, Missouri	$1.41M	-$71.3K	2	0.01%	Reduced
560	Danske Bank Copenhagen K, Denmark	$1.4M	-$541K	3	0%	Reduced
561	WCMNY Westchester Capital Management (New York) Valhalla, New York	$1.4M	+$1.3M	1	0.07%	New
562	FIM Freedom Investment Management Hartford, Connecticut	$1.4M	+$42.6K	3	0.12%	Increased
563	EC EntryPoint Capital New York	$1.37M	+$1.16M	3	0.63%	Increased
564	Zacks Investment Management Chicago, Illinois	$1.37M	+$994K	1	0.01%	Increased
565	Caption Management Oklahoma City, Oklahoma	$1.36M	+$1.74M	2	0.01%	Increased
566	BAM Blueshift Asset Management Red Bank, New Jersey	$1.36M	+$2.02M	3	0.54%	New
567	SWM Segment Wealth Management Houston, Texas	$1.35M	-$1.83M	1	0.09%	Reduced
568	WAM Wakefield Asset Management Englewood, Colorado	$1.33M	+$1.7M	1	0.4%	New
569	KFS Keynote Financial Services Vernon, Connecticut	$1.33M	+$9.91K	2	0.95%	Increased
570	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$1.32M	+$310K	1	0.24%	Increased
571	Credit Agricole Montrouge Cedex, France	$1.32M	-$1.57M	7	0%	Reduced
572	GCP GSA Capital Partners London, United Kingdom	$1.29M	-$3.55M	4	0.12%	Reduced
573	Quadrature Capital London, United Kingdom	$1.28M	+$562K	2	0.03%	Increased
574	CFC Coyle Financial Counsel Glenview, Illinois	$1.26M	-$69.9K	1	0.39%	Reduced
575	Envestnet Portfolio Solutions Chicago, Illinois	$1.22M	-$629K	4	0%	Reduced