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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	Moors & Cabot Boston, Massachusetts	$794K	+$202K	3	0.06%	Increased
602	ETF Managers Group Summit, New Jersey	$781K	+$427K	2	0.01%	Increased
603	World Asset Management Detroit, Michigan	$775K	-$54.9K	3	0.07%	Reduced
604	JP Morgan Private Wealth Advisors San Francisco, California	$767K	-$345K	3	0%	Reduced
605	HM Harvest Management New York	$753K	+$802K	2	0.45%	New
606	GPCM Granite Point Capital Management Boston, Massachusetts	$752K	-$903K	1	0.03%	Reduced
607	Alyeska Investment Group Chicago, Illinois	$750K	-$12.6M	1	0.01%	Reduced
608	Waterfront Wealth Overland Park, Kansas	$750K	+$158K	1	0.38%	Increased
609	GAA Green Alpha Advisors Niwot, Colorado	$741K	+$344K	1	0.73%	Increased
610	IHT Wealth Management Chicago, Illinois	$740K	-$431K	2	0.05%	Reduced
611	Bellecapital Zurich, Switzerland	$737K	-$336K	1	0.23%	Reduced
612	BPM Bowling Portfolio Management Cincinnati, Ohio	$737K	-$835K	1	0.18%	Reduced
613	Aureus Asset Management Boston, Massachusetts	$734K	$0	1	0.06%	Maintained
614	Palisade Capital Management Fort Lee, New Jersey	$722K	-$24.5K	1	0.02%	Reduced
615	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$719K	+$67.5K	2	0.33%	Increased
616	Cetera Advisors Denver, Colorado	$709K	+$158K	2	0.02%	Increased
617	Van Hulzen Asset Management El Dorado Hills, California	$709K	+$205K	1	0.11%	Increased
618	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$700K	+$207K	2	0.01%	Increased
619	IAM Iridian Asset Management Westport, Connecticut	$697K	$0	1	0.01%	Maintained
620	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$695K	+$50.1K	1	0.27%	Increased
621	Shay Capital New York	$690K	-$1.14M	2	0.07%	Reduced
622	Prudential plc London, England, United Kingdom	$685K	+$822K	1	0%	New
623	AC Athos Capital Hong Kong	$684K	+$821K	1	0.11%	New
624	Ossiam Paris, France	$682K	+$671K	1	0.02%	New
625	Avior Wealth Management Omaha, Nebraska	$681K	+$118K	2	0.07%	Increased