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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	TC Truvestments Capital Sarasota, Florida	$841K	-$92.6K	3	0.23%	Reduced
602	Synovus Financial Columbus, Georgia	$838K	+$10.8K	1	0.01%	Increased
603	Coldstream Capital Management Bellevue, Washington	$833K	+$8.26K	3	0.02%	Increased
604	PD Point72 (DIFC) Dubai, United Arab Emirates	$828K	-$870K	2	0.03%	Reduced
605	RA RiverPark Advisors New York	$826K	-$211K	3	0.67%	Reduced
606	Stephens Inc Little Rock, Arkansas	$825K	+$319K	2	0.01%	Increased
607	Focus Partners Wealth Boston, Massachusetts	$816K	+$376K	3	0%	Increased
608	SRL Scientech Research LLC Jersey City, New Jersey	$809K	-$1.92M	3	0.16%	Reduced
609	AFP Ausdal Financial Partners Davenport, Iowa	$805K	-$1.03M	1	0.08%	Reduced
610	PEA Park Edge Advisors Cleveland, Ohio	$796K	+$971	1	0.23%	Increased
611	IHT Wealth Management Chicago, Illinois	$786K	+$667K	1	0.02%	Increased
612	Pallas Capital Advisors Braintree, Massachusetts	$785K	+$23.5K	2	0.03%	Increased
613	NC nVerses Capital Wellington, Florida	$782K	+$271K	6	0.36%	Increased
614	Allspring Global Investments Charlotte, North Carolina	$766K	-$9.8M	8	0%	Reduced
615	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$758K	$0	1	0.18%	Maintained
616	GFA Gifford Fong Associates Lafayette, California	$755K	$0	1	0.19%	Maintained
617	Mission Wealth Management Santa Barbara, California	$744K	+$5.05K	2	0.02%	Increased
618	CCC Chesapeake Capital Corp Tampa, Florida	$736K	+$354K	2	0.67%	Increased
619	SI Symmetry Investments St Helier, Jersey	$723K	+$617K	1	0.1%	New
620	O'Shaughnessy Asset Management Stamford, Connecticut	$706K	-$39.7K	3	0.01%	Reduced
621	&Partners Nashville, Tennessee	$706K	+$599K	2	0.01%	New
622	Centiva Capital New York	$687K	-$125K	2	0.01%	Reduced
623	PAM Pinpoint Asset Management Hong Kong	$685K	-$5.38M	4	0.15%	Reduced
624	AF Aldebaran Financial	$681K	$0	1	0.8%	Maintained
625	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$680K	+$571K	1	0.1%	New