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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	GFA Gifford Fong Associates Lafayette, California	$495K	$0	1	0.12%	Maintained
602	Ethic Inc New York	$491K	-$169K	1	0.03%	Reduced
603	GA Greenspring Advisors Towson, Maryland	$490K	$0	1	0.15%	Maintained
604	Pzena Investment Management New York	$487K	$0	1	0%	Maintained
605	Stephens Inc Little Rock, Arkansas	$485K	-$27.8K	3	0.01%	Reduced
606	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$476K	-$361K	1	0.42%	Reduced
607	MC Merlin Capital Newport, Rhode Island	$471K	-$10.7K	2	1.09%	Reduced
608	Kestra Private Wealth Services Austin, Texas	$470K	-$518K	2	0.03%	Reduced
609	TD Waterhouse Canada Toronto, Ontario, Canada	$466K	-$102K	7	0.01%	Reduced
610	Americana Partners Houston, Texas	$466K	$0	1	0.08%	Maintained
611	RSC Red Spruce Capital Berwyn, Pennsylvania	$466K	+$62.5K	1	0.33%	Increased
612	IB Intrust Bank Wichita, Kansas	$461K	-$61.6K	1	0.07%	Reduced
613	PP Patten & Patten Chattanooga, Tennessee	$458K	-$46.3K	1	0.04%	Reduced
614	EMG ETF Managers Group Summit, New Jersey	$457K	+$21K	1	0.01%	Increased
615	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$452K	$0	1	0.01%	Maintained
616	ABLA Alan B. Lancz & Associates Toledo, Ohio	$451K	$0	1	0.54%	Maintained
617	MI MMCAP International Grand Cayman, Cayman Islands	$448K	-$715K	1	0.04%	Reduced
618	Quadrant Capital Group Cincinnati, Ohio	$446K	+$143K	7	0.06%	Increased
619	D.A. Davidson & Co Great Falls, Montana	$444K	+$116K	1	0.01%	Increased
620	CIBC Asset Management Toronto, Ontario, Canada	$438K	-$210K	2	0%	Reduced
621	Clearstead Advisors Cleveland, Ohio	$435K	-$92	2	0.04%	Reduced
622	Parallel Advisors San Francisco, California	$424K	+$73K	8	0.02%	Increased
623	Carson Wealth (CWM LLC) Omaha, Nebraska	$419K	+$115K	6	0%	Increased
624	1WA 180 Wealth Advisors Federal Way, Washington	$418K	+$35.7K	2	0.12%	Increased
625	Brown Brothers Harriman & Co New York	$418K	+$99.8K	6	0%	Increased