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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	AAM Aureus Asset Management Boston, Massachusetts	$905K	+$105K	1	0.06%	Increased
577	PFM Premier Fund Managers Guildford, United Kingdom	$900K	$0	2	0.04%	Maintained
578	D.A. Davidson & Co Great Falls, Montana	$898K	-$3.25K	1	0.01%	Reduced
579	Shelton Capital Management Denver, Colorado	$888K	-$81.5K	3	0.02%	Reduced
580	Circle Wealth Management Summit, New Jersey	$884K	+$612K	1	0.02%	New
581	FBFS First Business Financial Services Madison, Wisconsin	$870K	+$31.3K	1	0.09%	Increased
582	Diversified Trust Memphis, Tennessee	$856K	+$44.6K	1	0.02%	Increased
583	AGM Alpine Global Management New York	$853K	+$780K	1	0.15%	New
584	Lido Advisors Los Angeles, California	$853K	-$7.75K	3	0%	Reduced
585	SC Savoie Capital Chicago, Illinois	$851K	$0	1	0.11%	Maintained
586	FF Friedenthal Financial Marlton, New Jersey	$837K	-$1.69M	1	0.52%	Reduced
587	GAMCO Investors Greenwich, Connecticut	$831K	+$3.39K	2	0.01%	Increased
588	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$808K	+$272K	2	0%	Increased
589	PCM Perkins Capital Management Wayzata, Minnesota	$807K	$0	1	0.76%	Maintained
590	Smithfield Trust Pittsburgh, Pennsylvania	$802K	-$35.9K	2	0.04%	Reduced
591	FSA Fort Sheridan Advisors Highland Park, Illinois	$794K	-$51.5K	1	0.13%	Reduced
592	Laird Norton Wetherby Wealth Management San Francisco, California	$788K	+$78.2K	2	0.04%	Increased
593	OMERS Administration Corp Toronto, Ontario, Canada	$780K	+$702K	3	0.01%	New
594	Rockefeller Capital Management New York	$777K	-$111K	1	0%	Reduced
595	Centiva Capital New York	$755K	-$721K	3	0.01%	Reduced
596	Winton Group London, United Kingdom	$729K	-$64.9K	1	0.05%	Reduced
597	TC Truvestments Capital Sarasota, Florida	$727K	+$36.4K	2	0.29%	Increased
598	Fifth Third Wealth Advisors Cincinnati, Ohio	$719K	+$647K	3	0.05%	New
599	OTL Oak Thistle LLC New York	$719K	-$374K	2	0.53%	Reduced
600	ADL Asset Dedication LLC San Francisco, California	$718K	$0	3	0.05%	Maintained