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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	IEQ Capital Foster City, California	$277K	+$364	1	0.02%	Increased
577	LJAC L.J. Altfest & Co New York	$274K	+$60.8K	1	0.09%	Increased
578	M&T Bank Buffalo, New York	$273K	+$199K	2	0%	Increased
579	ANI American National Insurance Galveston, Texas	$267K	$0	1	0.02%	Maintained
580	MNBTD Moody National Bank Trust Division Galveston, Texas	$267K	$0	1	0.01%	Maintained
581	RIM Regent Investment Management Louisville, Kentucky	$262K	$0	1	0.11%	Maintained
582	AWM Altavista Wealth Management Asheville, North Carolina	$257K	+$58K	1	0.09%	Increased
583	ECM Everence Capital Management Goshen, Indiana	$257K	$0	2	0.04%	Maintained
584	BAM Blueshift Asset Management Red Bank, New Jersey	$255K	+$654	1	0.24%	Increased
585	Utah Retirement Systems Salt Lake City, Utah	$255K	-$4.1K	1	0.01%	Reduced
586	Perigon Wealth Management San Francisco, California	$253K	+$37.3K	1	0.05%	Increased
587	Commerce Bank Kansas City, Missouri	$246K	+$16.2K	1	0%	Increased
588	HC Henshaw Capital Woburn, Massachusetts	$245K	+$279K	1	0.02%	New
589	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$241K	-$7.84K	4	0.2%	Reduced
590	SWM SeaCrest Wealth Management Purchase, New York	$235K	+$211K	2	0.05%	Increased
591	JT Jump Trading Chicago, Illinois	$234K	+$117K	1	0.18%	Increased
592	TSS Two Sigma Securities New York	$229K	-$1.29M	1	0.01%	Reduced
593	ALPS Advisors Denver, Colorado	$228K	+$235K	1	0%	New
594	SC Skylands Capital Milwaukee, Wisconsin	$228K	-$1.95M	1	0.05%	Reduced
595	STB S&T Bank Indiana, Pennsylvania	$228K	$0	1	0.06%	Maintained
596	NL NKCFO LLC Geneva, Illinois	$221K	+$236K	1	0.21%	New
597	WAM Westport Asset Management Southport, Connecticut	$221K	$0	1	0.18%	Maintained
598	CAN Claraphi Advisory Network Aliso Viejo, United States	$218K	+$226K	4	0.1%	New
599	IAN Integrated Advisors Network Dallas, Texas	$218K	+$224K	1	0.04%	New
600	Inspire Investing Meridian, Idaho	$216K	+$246K	1	0.09%	New