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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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$279K	+$13.6K	2	0.04%	Increased
627	RIM Regent Investment Management Louisville, Kentucky	$278K	-$12.6K	1	0.09%	Reduced
628	BHA Beech Hill Advisors New York	$275K	+$293K	1	0.15%	New
629	OLA Oliver Luxxe Assets Gladstone, New Jersey	$274K	+$306K	1	0.16%	New
630	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$274K	-$1.81M	1	0.02%	Reduced
631	PRC Pearl River Capital Niles, Michigan	$271K	+$267K	3	0.78%	Increased
632	Forvis Mazars Wealth Advisors Springfield, Missouri	$268K	$0	1	0.02%	Maintained
633	SCCM Schafer Cullen Capital Management New York	$268K	-$27.4K	1	0%	Reduced
634	JP Morgan Private Wealth Advisors San Francisco, California	$264K	+$72.8K	1	0%	Increased
635	Mitsubishi UFJ Asset Management Tokyo, Japan	$263K	+$4.47K	1	0%	Increased
636	Qube Research & Technologies (QRT) London, United Kingdom	$260K	+$13.2K	1	0.17%	Increased
637	Cetera Advisor Networks El Segundo, California	$259K	+$28K	1	0.01%	Increased
638	Mariner Independent Advisor Network Overland Park, Kansas	$256K	+$62K	1	0.02%	Increased
639	Utah Retirement Systems Salt Lake City, Utah	$255K	+$272K	1	0%	New
640	Advent Capital Management New York	$253K	-$823K	1	0%	Reduced
641	SAM SignalPoint Asset Management Springfield, Missouri	$247K	-$115K	1	0.11%	Reduced
642	SWM SeaCrest Wealth Management Purchase, New York	$242K	+$151K	1	0.05%	Increased
643	Kingsview Wealth Management Grants Pass, Oregon	$240K	+$2.1K	1	0.04%	Increased
644	YMRC Yorktown Management & Research Company Forest, Virginia	$236K	$0	1	0.13%	Maintained
645	Quadrant Capital Group Cincinnati, Ohio	$233K	+$117K	6	0.04%	Increased
646	SL Signition LP New York	$231K	-$2.3M	1	0.93%	Reduced
647	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$229K	$0	1	0.18%	Maintained
648	VAM Verity Asset Management Durham, North Carolina	$229K	+$248K	1	0.24%	New
649	AAM American Asset Management Boca Raton, Florida	$226K	+$46K	1	0.16%	Increased
650	LI Leap Investments Chicago, Illinois	$225K	-$270K	1	0.11%	Reduced