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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
626	HIC Holderness Investments Company Greensboro, North Carolina	$56K	-$8.18K	1	0.05%	Reduced
627	Johnson Investment Counsel Cincinnati, Ohio	$56K	-$2.9K	1	0%	Reduced
628	WCM Wallace Capital Management Dallas, Texas	$56K	$0	1	0.01%	Maintained
629	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$54.8K	+$4.71K	1	0%	Increased
630	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$54K	+$1.58K	1	0.01%	Increased
631	Bessemer Group Woodbridge, New Jersey	$53K	-$683K	3	0%	Reduced
632	Huntington National Bank Columbus, Ohio	$53K	-$54.3K	4	0%	Reduced
633	PAM Peak Asset Management Louisville, Colorado	$51K	+$49.5K	1	0.02%	New
634	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$51K	$0	2	0.02%	Maintained
635	BAM Brave Asset Management Summit, New Jersey	$50K	+$30.6K	1	0.03%	Increased
636	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$50K	-$1.51K	2	0%	Reduced
637	Central Trust Company Jefferson City, Missouri	$49K	-$8.02K	2	0%	Reduced
638	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$49K	+$37.7K	1	0.02%	Increased
639	SB Simmons Bank Pine Bluff, Arkansas	$49K	$0	1	0.01%	Maintained
640	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$49K	+$48.1K	1	0.01%	New
641	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$48K	$0	1	0.01%	Maintained
642	PHK Point72 Hong Kong Hong Kong	$46K	+$41.8K	2	0.05%	Increased
643	BTIS BB&T Investment Services Charlotte, North Carolina	$41K	+$35.7K	1	0.03%	New
644	IDBONY Israel Discount Bank of New York New York	$41K	+$38.4K	1	0.04%	New
645	FMP Financial Management Professionals Austin, Texas	$38K	+$80	3	0.02%	Increased
646	PMFA Plante Moran Financial Advisors Southfield, Michigan	$38K	$0	1	0.02%	Maintained
647	ECM Estabrook Capital Management New York	$36.1K	-$49K	1	0.01%	Reduced
648	AssetMark Inc Concord, California	$35K	$0	1	0%	Maintained
649	CCM Cribstone Capital Management Augusta, Maine	$32K	$0	2	0.02%	Maintained
650	MSI Financial Services Springfield, Massachusetts	$32K	-$23.4K	4	0%	Reduced