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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
601	Wolverine Asset Management Chicago, Illinois	$221K	+$240K	1	0%	New
602	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$220K	-$5.12K	1	0.04%	Reduced
603	CD Carl Domino West Palm Beach, Florida	$219K	-$3.11K	1	0.27%	Reduced
604	KI Koch Industries Wichita, Kansas	$219K	-$33.2K	1	0.05%	Reduced
605	MCM Marathon Capital Management Hunt Valley, Maryland	$218K	$0	1	0.09%	Maintained
606	SFI SPC Financial Inc Rockville, Maryland	$218K	+$238K	1	0.05%	New
607	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$216K	+$4.57K	3	0.04%	Increased
608	CPA Cowen Prime Advisors New York	$209K	$0	2	0.1%	Maintained
609	GC GMT Capital Atlanta, Georgia	$207K	+$225K	1	0%	New
610	WDL Well Done LLC Holland, Michigan	$207K	+$215K	1	0.06%	New
611	Chevy Chase Trust Bethesda, Maryland	$206K	+$57.5K	1	0%	Increased
612	Palisade Capital Management Fort Lee, New Jersey	$195K	+$19.3K	1	0.01%	Increased
613	HWA HCR Wealth Advisors Los Angeles, California	$190K	$0	1	0.08%	Maintained
614	Salem Investment Counselors Winston Salem, North Carolina	$190K	+$1.93K	1	0.02%	Increased
615	ZWJ Investment Counsel Atlanta, Georgia	$190K	+$197K	1	0.01%	New
616	FQ First Quadrant Glendale, California	$183K	+$199K	1	0%	New
617	DI Diligent Investors Redlands, California	$180K	-$622	1	0.13%	Reduced
618	CPA Court Place Advisors Ellicott City, Maryland	$178K	-$2.17K	1	0.08%	Reduced
619	UR USCA RIA Houston, Texas	$178K	$0	1	0.02%	Maintained
620	Flow Traders U.S. New York	$177K	+$184K	1	0.02%	New
621	Krilogy Financial St. Louis, Missouri	$170K	+$181K	2	0.04%	Increased
622	Advent Capital Management New York	$165K	-$439K	1	0%	Reduced
623	Smithfield Trust Pittsburgh, Pennsylvania	$165K	-$191	2	0.02%	Reduced
624	HR Howe & Rusling Rochester, New York	$164K	+$172K	2	0.03%	Increased
625	O'Shaughnessy Asset Management Stamford, Connecticut	$162K	-$41.2K	1	0%	Reduced