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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	MTC McDaniel Terry & Co Austin, Texas	$83K	$0	1	0.02%	Maintained
627	FPCP Fort Point Capital Partners San Francisco, California	$82K	+$80.9K	1	0.03%	New
628	HL HeadInvest LLC Portland, Maine	$82K	+$80.9K	1	0.03%	New
629	VCA Verdence Capital Advisors Hunt Valley, Maryland	$82K	+$14.8K	1	0.02%	Increased
630	EA Edge Advisors Atlanta, Georgia	$78K	$0	1	0.01%	Maintained
631	OIA Optimum Investment Advisors Chicago, Illinois	$76K	-$89.2K	2	0.02%	Reduced
632	Edmond de Rothschild Holding Chambesy, Switzerland	$75K	$0	1	0%	Maintained
633	Bessemer Group Woodbridge, New Jersey	$73K	+$541	2	0%	Increased
634	WesBanco Bank Wheeling, West Virginia	$73K	-$2.73K	1	0%	Reduced
635	AAM Auxier Asset Management Aurora, Oregon	$72K	$0	1	0.01%	Maintained
636	FCM Flinton Capital Management Philadelphia, Pennsylvania	$72K	$0	1	0%	Maintained
637	FA FMA Advisory Harrisburg, Pennsylvania	$72K	$0	1	0.04%	Maintained
638	Scotia Capital Toronto, Ontario, Canada	$67K	+$5.93K	1	0%	Increased
639	Steward Partners Investment Advisory New York	$65K	-$2.52K	4	0%	Reduced
640	Central Trust Company Jefferson City, Missouri	$63K	+$8.28K	2	0%	Increased
641	IF IRON Financial Northbrook, Illinois	$63K	+$415	1	0.04%	Increased
642	Valeo Financial Advisors Carmel, Indiana	$63K	+$31.5K	3	0.01%	Increased
643	WCM Wallace Capital Management Dallas, Texas	$63K	$0	1	0.01%	Maintained
644	JT Jump Trading Chicago, Illinois	$58K	+$57.1K	1	0.01%	New
645	Krilogy Financial St. Louis, Missouri	$58K	-$2.96K	2	0.01%	Reduced
646	Geneos Wealth Management Englewood, Colorado	$57K	+$3.64K	3	0.01%	Increased
647	PAM Peak Asset Management Louisville, Colorado	$57K	$0	1	0.02%	Maintained
648	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$56.4K	-$367	1	0%	Reduced
649	Curi RMB Capital Chicago, Illinois	$56K	-$6.64M	1	0%	Reduced
650	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$56K	$0	1	0.01%	Maintained