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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	GFS GYL Financial Synergies West Hartford, Connecticut	$347K	+$7.94K	1	0.2%	Increased
602	Parallel Advisors San Francisco, California	$346K	-$6.21K	5	0.04%	Reduced
603	Krilogy Financial St. Louis, Missouri	$344K	+$368K	1	0.07%	New
604	SC Sovarnum Capital New York	$343K	+$367K	1	0.46%	New
605	Brookstone Capital Management Wheaton, Illinois	$341K	+$78.1K	1	0.02%	Increased
606	Parallax Volatility Advisers San Francisco, California	$341K	-$675K	4	0%	Reduced
607	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$339K	-$67.2K	3	0.27%	Reduced
608	Benjamin F. Edwards & Company St. Louis, Missouri	$338K	-$1.58M	4	0.03%	Reduced
609	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	-$13.2M	5	0%	Reduced
610	BRF B. Riley Financial Los Angeles, California	$336K	-$114K	1	0.13%	Reduced
611	AIC Archer Investment Corporation Carmel, Indiana	$335K	$0	2	0.23%	Maintained
612	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$334K	-$155	1	0.12%	Reduced
613	UFF USA Financial Formulas Ada, Michigan	$329K	-$109K	1	0.21%	Reduced
614	EMG Ellington Management Group Old Greenwich, Connecticut	$328K	+$67.3K	1	0.06%	Increased
615	Huntington National Bank Columbus, Ohio	$318K	+$219K	3	0.01%	Increased
616	OMERS Administration Corp Toronto, Ontario, Canada	$316K	+$259K	1	0%	New
617	AE Wealth Management Topeka, Kansas	$311K	+$332K	1	0.02%	New
618	E. Ohman J:or Asset Management Stockholm, Sweden	$306K	+$318K	1	0.02%	New
619	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$305K	-$350K	1	0.07%	Reduced
620	FCI Financial Counselors Inc Overland Park, Kansas	$303K	+$190K	1	0.01%	Increased
621	TC Telemus Capital Southfield, Michigan	$299K	+$311K	1	0.02%	New
622	STB S&T Bank Indiana, Pennsylvania	$298K	$0	1	0.07%	Maintained
623	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$292K	+$312K	1	0.03%	New
624	CIBC Asset Management Toronto, Ontario, Canada	$291K	$0	1	0%	Maintained
625	BRWM B. Riley Wealth Management Memphis, Tennessee	$289K	+$264K	2	0.05%	New