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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	Forum Financial Management Lombard, Illinois	$1.15M	+$1.05M	2	0.06%	New
602	Laird Norton Wetherby Wealth Management San Francisco, California	$1.15M	+$34K	1	0.06%	Increased
603	Greenleaf Trust Kalamazoo, Michigan	$1.15M	-$966	3	0.01%	Reduced
604	Two Sigma Securities New York	$1.15M	-$513K	4	0.05%	Reduced
605	DRW Securities Chicago, Illinois	$1.14M	-$407K	1	0.03%	Reduced
606	Renaissance Group Covington, Kentucky	$1.12M	-$8.56K	1	0.05%	Reduced
607	Leonteq Securities AG Zurich, Switzerland	$1.12M	-$1.03M	4	0.04%	Reduced
608	M&T Bank Buffalo, New York	$1.11M	+$51K	4	0%	Increased
609	Zacks Investment Management Chicago, Illinois	$1.11M	-$260K	1	0.02%	Reduced
610	Smithfield Trust Pittsburgh, Pennsylvania	$1.09M	+$13.5K	3	0.07%	Increased
611	AWM Ameliora Wealth Management Zurich, Switzerland	$1.09M	+$1.12M	1	0.99%	New
612	CAM Connacht Asset Management New York	$1.08M	+$997K	2	1.06%	New
613	LCM LCM Capital Management Chicago, Illinois	$1.08M	+$4.35K	1	0.83%	Increased
614	LM Luminus Management Houston, Texas	$1.06M	-$2.25M	1	0.25%	Reduced
615	O'Shaughnessy Asset Management Stamford, Connecticut	$1.06M	-$226K	3	0.02%	Reduced
616	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.05M	$0	1	0.17%	Maintained
617	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$1.04M	-$96.2K	1	0.36%	Reduced
618	Commerce Bank Kansas City, Missouri	$1.04M	-$721	1	0.01%	Reduced
619	Bank Julius Baer & Co Zurich, Switzerland	$1.03M	+$610K	1	0.01%	Increased
620	PRC Pearl River Capital Niles, Michigan	$1.03M	+$394K	2	0.28%	Increased
621	IIM Ironwood Investment Management Boston, Massachusetts	$1.02M	+$15.7K	1	0.51%	Increased
622	AMC Asset Management Corp Northbrook, Illinois	$1M	-$123K	2	0.5%	Reduced
623	WAM Westport Asset Management Southport, Connecticut	$1M	$0	1	0.46%	Maintained
624	Toth Financial Advisory Leesburg, Virginia	$995K	+$743K	6	0.14%	Increased
625	Greenspring Advisors Towson, Maryland	$993K	+$879K	1	0.26%	New