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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
576	AAM Auxier Asset Management Aurora, Oregon	$78K	+$45	1	0.02%	Increased
577	Smithfield Trust Pittsburgh, Pennsylvania	$76K	+$29.8K	1	0.01%	Increased
578	Edmond de Rothschild Holding Chambesy, Switzerland	$73K	+$1.37K	1	0%	Increased
579	ID Integral Derivatives New York	$72K	+$78.3K	1	0%	New
580	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$71K	+$1.49K	4	0.07%	Increased
581	OIA Optimum Investment Advisors Chicago, Illinois	$71K	$0	1	0.03%	Maintained
582	RegentAtlantic Capital Morristown, New Jersey	$71K	+$76.5K	1	0.01%	New
583	CA Corrado Advisors Ramsey, New Jersey	$70K	$0	1	0.04%	Maintained
584	FineMark National Bank & Trust Fort Myers, Florida	$69K	-$705	3	0.01%	Reduced
585	CIM CIM Investment Management Pittsburgh, Pennsylvania	$67K	$0	1	0.03%	Maintained
586	Curi RMB Capital Chicago, Illinois	$67K	-$13.1K	1	0%	Reduced
587	HCM Herndon Capital Management Atlanta, Georgia	$66K	+$1.49K	1	0%	Increased
588	MCM Monarch Capital Management Fort Wayne, Indiana	$65K	$0	1	0.02%	Maintained
589	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$64K	+$4.8K	1	0.02%	Increased
590	VCM Versant Capital Management Phoenix, Arizona	$62K	+$13.2K	5	0.04%	Increased
591	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$61.4K	+$564	1	0%	Increased
592	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$60K	+$1.37K	1	0.02%	Increased
593	PM Penbrook Management New York	$59K	$0	1	0.07%	Maintained
594	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$57K	+$47.5K	3	0%	Increased
595	FAM Formidable Asset Management Cincinnati, Ohio	$53K	-$362K	1	0.04%	Reduced
596	SWA Sutton Wealth Advisors Tampa, Florida	$51.8K	+$46.1K	5	0.05%	New
597	Geneos Wealth Management Englewood, Colorado	$51K	+$54.3K	3	0.01%	New
598	Quadrant Capital Group Cincinnati, Ohio	$48K	+$43.8K	4	0.03%	Increased
599	PMFA Plante Moran Financial Advisors Southfield, Michigan	$46K	$0	2	0.04%	Maintained
600	WEC Winslow Evans & Crocker Boston, Massachusetts	$45.6K	+$186	2	0.01%	Increased