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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	VHAM Van Hulzen Asset Management El Dorado Hills, California	$246K	+$45.1K	1	0.07%	Increased
577	HT HAP Trading New York	$238K	+$237K	1	0.02%	New
578	JIP Jaffetilchin Investment Partners Tampa, Florida	$238K	+$228K	1	0.05%	New
579	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$236K	+$366K	6	0.03%	Increased
580	CBT Capital Bank & Trust Irvine, California	$235K	$0	2	0%	Maintained
581	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$226K	$0	1	0.18%	Maintained
582	Acadian Asset Management Boston, Massachusetts	$225K	+$202K	1	0%	New
583	IHT Wealth Management Chicago, Illinois	$223K	$0	1	0.05%	Maintained
584	Homrich & Berg Atlanta, Georgia	$220K	$0	1	0.01%	Maintained
585	CAM Columbia Asset Management Ann Arbor, Michigan	$219K	$0	1	0.06%	Maintained
586	Glenmede Trust Philadelphia, Pennsylvania	$218K	-$83.9K	1	0%	Reduced
587	CL CSS LLC Chicago, Illinois	$217K	-$17.9K	1	0.01%	Reduced
588	Fifth Third Bancorp Cincinnati, Ohio	$215K	-$18K	3	0%	Reduced
589	Smithfield Trust Pittsburgh, Pennsylvania	$210K	+$42.6K	1	0.02%	Increased
590	AAM American Asset Management Boca Raton, Florida	$200K	-$8.49K	1	0.18%	Reduced
591	MCM Marathon Capital Management Hunt Valley, Maryland	$195K	-$8.33K	1	0.08%	Reduced
592	FHB First Hawaiian Bank Honolulu, Hawaii	$194K	+$192K	5	0.01%	New
593	Chevy Chase Trust Bethesda, Maryland	$187K	$0	1	0%	Maintained
594	FIB First Interstate Bank Billings, Montana	$184K	+$2.35K	3	0.04%	Increased
595	HWA HCR Wealth Advisors Los Angeles, California	$182K	$0	1	0.06%	Maintained
596	Stratos Wealth Partners Beachwood, Ohio	$182K	+$180K	6	0.01%	New
597	AIM Anchor Investment Management Columbia, South Carolina	$180K	$0	1	0.04%	Maintained
598	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$177K	$0	1	0.07%	Maintained
599	UR USCA RIA Houston, Texas	$176K	-$2.71K	1	0.02%	Reduced
600	SWM SeaCrest Wealth Management Purchase, New York	$170K	+$18K	9	0.03%	Increased