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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	Focus Partners Wealth Boston, Massachusetts	$1.69M	+$700K	4	0%	Increased
602	EverSource Wealth Advisors Birmingham, Alabama	$1.69M	-$13.5K	9	0.1%	Reduced
603	FFM Fullerton Fund Management Singapore	$1.69M	+$1.78M	1	0.06%	New
604	Profund Advisors Bethesda, Maryland	$1.69M	-$24.3K	4	0.06%	Reduced
605	Cornerstone Investment Partners Atlanta, Georgia	$1.68M	-$219K	2	0.08%	Reduced
606	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$1.68M	+$47.9K	1	0.3%	Increased
607	WesBanco Bank Wheeling, West Virginia	$1.66M	+$569K	2	0.06%	Increased
608	Callan Family Office Radnor, Pennsylvania	$1.65M	+$1.75M	1	0.11%	New
609	Sanctuary Advisors Indianapolis, Indiana	$1.65M	-$38.2K	4	0.01%	Reduced
610	WA WealthTrust Axiom Wayne, Pennsylvania	$1.64M	-$77.3K	2	0.49%	Reduced
611	SM Skaana Management Brooklyn, New York	$1.64M	+$1.19M	1	0.42%	New
612	TCW Group Los Angeles, California	$1.63M	+$1.51M	1	0.01%	New
613	CCM Collar Capital Management Appleton, Wisconsin	$1.62M	+$1.5M	1	1.35%	New
614	D.A. Davidson & Co Great Falls, Montana	$1.59M	+$304K	3	0.01%	Increased
615	BHMP Bardin Hill Management Partners New York	$1.58M	+$44.7K	1	0.75%	Increased
616	ECA Elevate Capital Advisors Eagle, Colorado	$1.56M	+$1.65M	1	1.38%	New
617	HS HighVista Strategies Boston, Massachusetts	$1.56M	+$1.32M	1	0.58%	New
618	Tocqueville Asset Management New York	$1.56M	$0	2	0.02%	Maintained
619	FF Friedenthal Financial Marlton, New Jersey	$1.55M	+$1.29M	2	0.9%	New
620	SWM SeaCrest Wealth Management Purchase, New York	$1.55M	+$597K	2	0.16%	Increased
621	KeyBank National Association Cleveland, Ohio	$1.54M	-$1.28M	4	0.01%	Reduced
622	MP McDonald Partners Cleveland, Ohio	$1.54M	-$37K	1	0.39%	Reduced
623	Vident Advisory Alpharetta, Georgia	$1.52M	+$455K	4	0.03%	Increased
624	Shelton Capital Management Denver, Colorado	$1.51M	+$245K	4	0.04%	Increased
625	FIM Freedom Investment Management Hartford, Connecticut	$1.5M	+$340K	3	0.12%	Increased