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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	Stratos Wealth Partners Beachwood, Ohio	$791K	+$5.73K	2	0.02%	Increased
602	Smithfield Trust Pittsburgh, Pennsylvania	$790K	+$17.7K	3	0.06%	Increased
603	KTA Keeley-Teton Advisors Chicago, Illinois	$782K	$0	2	0.1%	Maintained
604	PCM Pinz Capital Management New York	$772K	+$924K	1	0.53%	New
605	Independent Financial Group San Diego, California	$771K	-$92K	2	0.08%	Reduced
606	IIM Ironwood Investment Management Boston, Massachusetts	$764K	+$732	1	0.51%	Increased
607	Atria Wealth Solutions New York	$757K	-$781K	4	0.01%	Reduced
608	WAM Westport Asset Management Southport, Connecticut	$754K	-$171K	1	0.45%	Reduced
609	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$742K	+$5K	1	0.38%	Increased
610	RAM Redmond Asset Management Henrico, Virginia	$731K	$0	1	0.26%	Maintained
611	Polar Capital Holdings London, United Kingdom	$725K	-$3M	2	0%	Reduced
612	WWP WR Wealth Planners Columbia, Missouri	$718K	+$109K	3	0.47%	Increased
613	BAM Blueshift Asset Management Red Bank, New Jersey	$716K	+$554K	3	0.12%	Increased
614	SCM SOL Capital Management Rockville, Maryland	$714K	-$8.04K	1	0.14%	Reduced
615	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$713K	-$1.71K	1	0.12%	Reduced
616	CIBC Asset Management Toronto, Ontario, Canada	$711K	-$58.9K	3	0%	Reduced
617	AMC Asset Management Corp Northbrook, Illinois	$706K	+$4.52K	2	0.46%	Increased
618	Ethic Inc New York	$700K	-$47K	2	0.05%	Reduced
619	Mount Yale Investment Advisors Denver, Colorado	$699K	-$314K	1	0.09%	Reduced
620	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$696K	$0	1	0.37%	Maintained
621	Forum Financial Management Lombard, Illinois	$693K	-$15.5K	1	0.03%	Reduced
622	DA DCF Advisers Greenwich, Connecticut	$692K	$0	1	0.41%	Maintained
623	MHP Manatuck Hill Partners Westport, Connecticut	$692K	-$1.42M	1	0.35%	Reduced
624	MM MQS Management New York	$690K	+$191K	3	0.47%	Increased
625	TD Waterhouse Canada Toronto, Ontario, Canada	$687K	-$150K	7	0.01%	Reduced