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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	SAM SignalPoint Asset Management Springfield, Missouri	$426K	-$13.2K	1	0.19%	Reduced
577	William Blair & Company Chicago, Illinois	$425K	-$100K	2	0%	Reduced
578	BCM Beck Capital Management Austin, Texas	$419K	+$436K	1	0.2%	New
579	LCM Logan Capital Management Newtown Square, Pennsylvania	$419K	+$283K	1	0.03%	Increased
580	MC Moors & Cabot Boston, Massachusetts	$414K	+$86.9K	1	0.06%	Increased
581	NL NVWM LLC Yardley, Pennsylvania	$414K	+$431K	1	0.27%	New
582	SWM SeaCrest Wealth Management Purchase, New York	$410K	-$20.8K	8	0.07%	Reduced
583	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$410K	-$140K	5	0.01%	Reduced
584	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$408K	+$201K	2	0.06%	Increased
585	C Cerebellum San Francisco, California	$404K	+$136K	2	0.35%	Increased
586	Cetera Advisors Denver, Colorado	$403K	+$253K	2	0.02%	Increased
587	AAM Aureus Asset Management Boston, Massachusetts	$400K	$0	1	0.05%	Maintained
588	EMG ETF Managers Group Summit, New Jersey	$399K	-$36K	1	0.02%	Reduced
589	Caprock Group Boise, Idaho	$392K	+$15.4K	1	0.08%	Increased
590	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$383K	-$189K	1	0.12%	Reduced
591	CFA Carroll Financial Associates Charlotte, North Carolina	$380K	+$356K	3	0.04%	Increased
592	Walleye Capital New York	$380K	+$409K	4	0.06%	New
593	OI Oakbrook Investments Lisle, Illinois	$377K	+$15.5K	1	0.02%	Increased
594	RAM Redmond Asset Management Henrico, Virginia	$373K	+$6.42K	1	0.16%	Increased
595	BlueCrest Capital Management St Helier, Jersey	$363K	-$72.2K	2	0.01%	Reduced
596	JP Morgan Private Wealth Advisors San Francisco, California	$360K	-$13.3M	1	0%	Reduced
597	AIM Axiom Investment Management New York	$359K	-$21.3K	1	0.07%	Reduced
598	CAM Columbia Asset Management Ann Arbor, Michigan	$358K	+$1.62K	2	0.1%	Increased
599	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$356K	+$257K	1	0.19%	Increased
600	GC GMT Capital Atlanta, Georgia	$351K	+$365K	1	0.01%	New