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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	GS Girard Securities San Diego, California	$114K	$0	1	0.1%	Maintained
627	SFSIG San Francisco Sentry Investment Group San Francisco, California	$114K	$0	1	0.06%	Maintained
628	AIA AIMZ Investment Advisors Los Altos, California	$111K	$0	1	0.09%	Maintained
629	EMG Ellington Management Group Old Greenwich, Connecticut	$111K	-$480K	1	0%	Reduced
630	SM Sciencast Management Princeton, New Jersey	$107K	+$104K	1	0.06%	New
631	First National Bank of Omaha Omaha, Nebraska	$104K	+$101K	1	0.01%	New
632	BUB BBVA USA Bancshares Houston, Texas	$103K	+$101K	1	0.01%	New
633	NFG Next Financial Group Houston, Texas	$98K	-$6.24K	3	0.03%	Reduced
634	SCM Segantii Capital Management Hong Kong	$92K	+$81.5K	2	0.02%	New
635	NA Neuburgh Advisers Los Angeles, California	$91K	+$10.2K	1	0%	Increased
636	Wealthspire Advisors (Maryland) Potomac, Maryland	$87K	+$62.4K	7	0.01%	Increased
637	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$86K	+$6.13K	3	0%	Increased
638	SHJ Sharkey, Howes & Javer Denver, Colorado	$86K	$0	1	0.05%	Maintained
639	BlueCrest Capital Management St Helier, Jersey	$84K	+$78K	1	0%	New
640	MTC McDaniel Terry & Co Austin, Texas	$83K	$0	1	0.02%	Maintained
641	Edmond de Rothschild Holding Chambesy, Switzerland	$82K	$0	1	0%	Maintained
642	FWM Frontier Wealth Management Kansas City, Missouri	$82K	$0	1	0.01%	Maintained
643	FPCP Fort Point Capital Partners San Francisco, California	$81K	$0	1	0.04%	Maintained
644	SWA Sutton Wealth Advisors Tampa, Florida	$78.3K	$0	4	0.07%	Maintained
645	WesBanco Bank Wheeling, West Virginia	$75K	-$2.76K	1	0%	Reduced
646	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$72K	$0	2	0.02%	Maintained
647	AAM Auxier Asset Management Aurora, Oregon	$71K	$0	1	0.01%	Maintained
648	AIM Anchor Investment Management Columbia, South Carolina	$70.6K	-$30.2K	1	0.02%	Reduced
649	FCB First Command Bank Fort Worth, Texas	$70K	$0	1	0.05%	Maintained
650	FCFS First Command Financial Services Fort Worth, Texas	$70K	$0	1	0.05%	Maintained