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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	WCM Washington Capital Management Seattle, Washington	$1.34M	-$130K	2	1.09%	Reduced
577	CIBC Asset Management Toronto, Ontario, Canada	$1.34M	+$229K	4	0%	Increased
578	IB Intrust Bank Wichita, Kansas	$1.33M	+$44.7K	1	0.16%	Increased
579	Belpointe Asset Management Reno, Nevada	$1.32M	-$534K	3	0.08%	Reduced
580	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$1.32M	+$90.4K	1	0.45%	Increased
581	WAM Werlinich Asset Management Stamford, Connecticut	$1.32M	+$25K	1	0.96%	Increased
582	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.31M	-$291K	1	0.19%	Reduced
583	APA American Portfolios Advisors Holbrook, New York	$1.31M	-$138K	9	0.04%	Reduced
584	Independent Financial Group San Diego, California	$1.31M	+$37K	2	0.11%	Increased
585	ED Exane Derivatives Paris, France	$1.31M	-$398K	4	0.32%	Reduced
586	VAM Verity Asset Management Durham, North Carolina	$1.3M	+$213K	2	0.77%	Increased
587	TA Teton Advisors Rye, New York	$1.29M	$0	2	0.18%	Maintained
588	VCM Virtue Capital Management Brentwood, Tennessee	$1.28M	+$1.03M	1	0.19%	New
589	Phoenix Financial Givatayim, Israel	$1.27M	-$4.6M	1	0.02%	Reduced
590	TW TrinityPoint Wealth Milford, Connecticut	$1.26M	-$4.19K	1	0.22%	Reduced
591	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$1.25M	-$73.5K	1	0.06%	Reduced
592	FIA FNY Investment Advisers New York	$1.24M	-$2.8M	1	0.67%	Reduced
593	WA WealthTrust Axiom Wayne, Pennsylvania	$1.24M	-$7.59K	2	0.4%	Reduced
594	Cornerstone Investment Partners Atlanta, Georgia	$1.23M	-$178K	3	0.07%	Reduced
595	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.22M	-$70K	1	0.12%	Reduced
596	Curi RMB Capital Chicago, Illinois	$1.22M	-$337K	1	0.04%	Reduced
597	WCA Westover Capital Advisors Wilmington, Delaware	$1.2M	-$800K	1	0.35%	Reduced
598	SignatureFD Atlanta, Georgia	$1.2M	+$4.21K	8	0.04%	Increased
599	MAI Capital Management Independence, Ohio	$1.16M	+$23.8K	1	0.02%	Increased
600	Waverly Advisors Birmingham, Alabama	$1.16M	-$74.9K	1	0.1%	Reduced