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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	Huntington National Bank Columbus, Ohio	$122K	+$34.3K	5	0%	Increased
577	PM Parametrica Management Wanchai, Hong Kong	$121K	+$129K	1	0.33%	New
578	AIA AIMZ Investment Advisors Los Altos, California	$120K	-$568	1	0.11%	Reduced
579	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$113K	-$2.68K	1	0.02%	Reduced
580	People's United Financial Bridgeport, Connecticut	$110K	-$50K	2	0.01%	Reduced
581	Prospera Financial Services Dallas, Texas	$109K	+$5.68K	1	0.02%	Increased
582	First Allied Advisory Services San Diego, California	$108K	-$345K	1	0.01%	Reduced
583	ECM Estabrook Capital Management New York	$104K	$0	1	0.02%	Maintained
584	Menora Mivtachim Holdings Ramat Gan, Israel	$101K	+$99.4K	1	0.01%	New
585	FA FCG Advisors Chatham, New Jersey	$98K	+$528	1	0.03%	Increased
586	RegentAtlantic Capital Morristown, New Jersey	$97K	-$38.4K	1	0.01%	Reduced
587	CCB Cutter & Co Brokerage Ballwin, Missouri	$94K	+$6	1	0.04%	Increased
588	FQ First Quadrant Glendale, California	$89K	-$447K	1	0%	Reduced
589	FPCP Fort Point Capital Partners San Francisco, California	$87K	-$608	1	0.04%	Reduced
590	MTC McDaniel Terry & Co Austin, Texas	$87K	$0	1	0.02%	Maintained
591	Smithfield Trust Pittsburgh, Pennsylvania	$85K	$0	1	0.02%	Maintained
592	Sigma Planning Corp Ann Arbor, Michigan	$84K	+$82.4K	1	0.01%	New
593	ICOA Investment Centers of America Bismarck, North Dakota	$83K	+$81.2K	1	0.01%	New
594	Scotia Capital Toronto, Ontario, Canada	$83K	+$11	1	0%	Increased
595	CL CPWM LLC Seattle, Washington	$80K	+$16.3K	1	0.02%	Increased
596	HIC Holderness Investments Company Greensboro, North Carolina	$78K	$0	1	0.08%	Maintained
597	AAM Auxier Asset Management Aurora, Oregon	$76K	$0	1	0.02%	Maintained
598	SHJ Sharkey, Howes & Javer Denver, Colorado	$76K	$0	1	0.05%	Maintained
599	Johnson Investment Counsel Cincinnati, Ohio	$71K	+$70.2K	1	0%	New
600	Curi RMB Capital Chicago, Illinois	$70K	-$5.65K	1	0%	Reduced