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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	FTCM First Trust Capital Management Chicago, Illinois	$891K	+$578K	1	0.06%	Increased
577	BRWM B. Riley Wealth Management Memphis, Tennessee	$889K	+$54.7K	1	0.09%	Increased
578	TCW Group Los Angeles, California	$875K	+$259K	1	0.01%	Increased
579	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$873K	$0	2	0.73%	Maintained
580	AFAS Acorn Financial Advisory Services Reston, Virginia	$869K	-$77.9K	1	0.21%	Reduced
581	Rafferty Asset Management New York	$869K	-$467K	2	0.01%	Reduced
582	Waverly Advisors Birmingham, Alabama	$869K	-$114K	1	0.08%	Reduced
583	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$855K	$0	1	0.01%	Maintained
584	CAAS Capital Asset Advisory Services Williamston, Michigan	$855K	-$49.6K	1	0.09%	Reduced
585	SignatureFD Atlanta, Georgia	$854K	+$86.2K	8	0.03%	Increased
586	B. Metzler seel. Sohn & Co Frankfurt, Germany	$848K	$0	1	0.01%	Maintained
587	CG Cutler Group San Francisco, California	$847K	-$89.8K	4	0.06%	Reduced
588	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$837K	-$1.27M	1	0.23%	Reduced
589	CF CNA Financial Chicago, Illinois	$837K	+$1.55K	1	0.29%	Increased
590	TCM Teza Capital Management Chicago, Illinois	$832K	+$581K	1	0.32%	Increased
591	VHAM Van Hulzen Asset Management El Dorado Hills, California	$824K	-$33.5K	1	0.1%	Reduced
592	KeyBank National Association Cleveland, Ohio	$823K	-$1.83M	3	0%	Reduced
593	PCM Perkins Capital Management Wayzata, Minnesota	$823K	$0	1	0.85%	Maintained
594	Synovus Financial Columbus, Georgia	$823K	-$486K	1	0.01%	Reduced
595	SW Solidarity Wealth Lehi, Utah	$820K	+$668K	1	0.44%	New
596	APA American Portfolios Advisors Holbrook, New York	$814K	-$909	7	0.03%	Reduced
597	AC Apogem Capital New York	$813K	$0	1	0.74%	Maintained
598	Stonehage Fleming Financial Services St. Helier, Jersey	$811K	-$903K	3	0.03%	Reduced
599	LCM LCM Capital Management Chicago, Illinois	$806K	+$2.33K	1	0.79%	Increased
600	Greenleaf Trust Kalamazoo, Michigan	$796K	-$7.76K	3	0.01%	Reduced