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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	ET Entropy Technologies New York	$616K	+$80.3K	2	0.07%	Increased
602	Asset Dedication LLC San Francisco, California	$609K	$0	3	0.05%	Maintained
603	IP Interval Partners New York	$606K	+$548K	1	0.02%	New
604	GFA Gifford Fong Associates Lafayette, California	$606K	$0	1	0.17%	Maintained
605	PFG Investments Woodbury, New York	$587K	+$610K	3	0.04%	New
606	HC Henshaw Capital Woburn, Massachusetts	$584K	$0	1	0.03%	Maintained
607	RSC Red Spruce Capital Berwyn, Pennsylvania	$573K	$0	1	0.27%	Maintained
608	Savant Capital Rockford, Illinois	$569K	+$561K	2	0.01%	New
609	MC Merlin Capital Newport, Rhode Island	$566K	-$211	2	1.69%	Reduced
610	HB Wealth Management Atlanta, Georgia	$562K	+$46.8K	3	0.01%	Increased
611	GAA Green Alpha Advisors Niwot, Colorado	$560K	+$153	1	0.41%	Increased
612	Leonteq Securities AG Zurich, Switzerland	$559K	-$3.75M	5	0.04%	Reduced
613	Prosperity Capital Advisors Westlake, Ohio	$547K	+$540K	1	0.06%	New
614	PEA Park Edge Advisors Cleveland, Ohio	$542K	+$548	1	0.15%	Increased
615	HoyleCohen San Diego, California	$538K	$0	2	0.04%	Maintained
616	CG Cutler Group San Francisco, California	$535K	+$120K	2	0.17%	Increased
617	Asset Management One Tokyo, Japan	$534K	-$32.6K	3	0%	Reduced
618	Moors & Cabot Boston, Massachusetts	$530K	+$278K	3	0.03%	Increased
619	I InceptionR Lafayette, California	$529K	-$97.5K	2	0.14%	Reduced
620	Diversified Trust Memphis, Tennessee	$525K	-$247K	1	0.02%	Reduced
621	Quent Capital New York	$524K	-$4.06K	4	0.06%	Reduced
622	Greenleaf Trust Kalamazoo, Michigan	$523K	-$5.25K	3	0%	Reduced
623	MLICM Metropolitan Life Insurance Company (MetLife) New York	$518K	-$31.5K	5	0.02%	Reduced
624	First Commonwealth Financial Corp Indiana, Pennsylvania	$517K	$0	1	0.14%	Maintained
625	Essex Investment Management Boston, Massachusetts	$516K	$0	1	0.1%	Maintained