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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	CCP Clifford Capital Partners Alpine, Utah	$613K	+$623K	1	0.18%	New
577	Americana Partners Houston, Texas	$590K	$0	1	0.08%	Maintained
578	DC Dantai Capital Hong Kong	$588K	+$447K	3	0.94%	New
579	Walleye Trading New York	$582K	-$316K	1	0%	Reduced
580	Forum Financial Management Lombard, Illinois	$582K	+$2.04K	1	0.01%	Increased
581	RFM Royal Fund Management Lady Lake, Florida	$582K	+$423K	1	0.07%	New
582	CAM Connacht Asset Management New York	$573K	-$144K	2	0.78%	Reduced
583	Laird Norton Wetherby Wealth Management San Francisco, California	$569K	-$5.12K	1	0.03%	Reduced
584	Greenleaf Trust Kalamazoo, Michigan	$566K	-$5.75K	3	0.01%	Reduced
585	WCA Westover Capital Advisors Wilmington, Delaware	$564K	$0	1	0.2%	Maintained
586	AAM Aureus Asset Management Boston, Massachusetts	$548K	$0	1	0.04%	Maintained
587	Mount Yale Investment Advisors Denver, Colorado	$546K	-$285K	1	0.06%	Reduced
588	MC Merlin Capital Newport, Rhode Island	$541K	+$83.2K	2	1.83%	Increased
589	WAM Westport Asset Management Southport, Connecticut	$539K	$0	1	0.3%	Maintained
590	PTC Petrus Trust Company Dallas, Texas	$538K	-$645K	2	0.06%	Reduced
591	SW Solidarity Wealth Lehi, Utah	$536K	$0	1	0.22%	Maintained
592	IAM Innovis Asset Management Chicago, Illinois	$526K	+$257K	1	0.19%	Increased
593	AT American Trust Lexington, Kentucky	$523K	-$41.7K	2	0.04%	Reduced
594	GFA Gifford Fong Associates Lafayette, California	$521K	$0	1	0.12%	Maintained
595	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$521K	+$162K	2	0.06%	Increased
596	Baird Financial Group Milwaukee, Wisconsin	$519K	+$62.6K	2	0%	Increased
597	OP ORG Partners Roanoke, Indiana	$515K	-$328K	3	0.08%	Reduced
598	Smithfield Trust Pittsburgh, Pennsylvania	$504K	+$241K	3	0.03%	Increased
599	Mackenzie Financial Toronto Ontario, Ontario, Canada	$502K	-$3.85M	2	0%	Reduced
600	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$500K	$0	1	0.38%	Maintained