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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	OMERS Administration Corp Toronto, Ontario, Canada	$332K	+$350K	1	0%	New
602	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$326K	+$5.16K	4	0.24%	Increased
603	AWM Altavista Wealth Management Asheville, North Carolina	$326K	+$76.4K	1	0.1%	Increased
604	Lido Advisors Los Angeles, California	$320K	+$326K	1	0.02%	New
605	Simplicity Solutions Minneapolis, Minnesota	$320K	+$7.7K	1	0.01%	Increased
606	APA American Portfolios Advisors Holbrook, New York	$314K	+$14.9K	4	0.03%	Increased
607	TC Telemus Capital Southfield, Michigan	$314K	$0	1	0.03%	Maintained
608	Circle Wealth Management Summit, New Jersey	$313K	$0	1	0.07%	Maintained
609	Advisory Services Network Atlanta, Georgia	$312K	$0	4	0.02%	Maintained
610	Caption Management Oklahoma City, Oklahoma	$309K	+$12.9K	2	0.02%	Increased
611	Raymond James Trust St. Petersburg, Florida	$309K	+$81.7K	1	0.02%	Increased
612	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$304K	+$310K	1	0.08%	New
613	NL NWAM LLC Mercer Island, Washington	$302K	-$70.5K	1	0.06%	Reduced
614	CIM CIM Investment Management Pittsburgh, Pennsylvania	$301K	-$76K	1	0.11%	Reduced
615	OSIA O'Shares Investment Advisers Boston, Massachusetts	$297K	+$311K	1	0.04%	New
616	Regions Financial Corp Birmingham, Alabama	$297K	+$91.5K	1	0%	Increased
617	IFP Advisors Tampa, Florida	$296K	+$306K	3	0.02%	New
618	AIC Archer Investment Corporation Carmel, Indiana	$293K	-$3.01K	2	0.18%	Reduced
619	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$289K	+$21.4K	1	0.03%	Increased
620	Parallel Advisors San Francisco, California	$284K	-$44.1K	5	0.02%	Reduced
621	Cullen/Frost Bankers San Antonio, Texas	$283K	-$152K	2	0.01%	Reduced
622	STB S&T Bank Indiana, Pennsylvania	$282K	$0	1	0.06%	Maintained
623	Steward Partners Investment Advisory New York	$282K	+$21.8K	6	0.01%	Increased
624	Avantax Advisory Services Dallas, Texas	$281K	+$286K	1	0.01%	New
625	Cresset Asset Management Chicago, Illinois	$281K	+$188K	1	0.01%	Increased