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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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$440K	$0	1	0.02%	Maintained
627	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$437K	+$221K	2	0.17%	Increased
628	FC FORA Capital Miami, Florida	$433K	+$167K	3	0.15%	Increased
629	NL NWAM LLC Mercer Island, Washington	$429K	+$394K	1	0.06%	New
630	CP Covenant Partners Nashville, Tennessee	$425K	$0	1	0.2%	Maintained
631	BCA Bay Colony Advisors Concord, Massachusetts	$420K	+$385K	1	0.3%	New
632	HWM Hohimer Wealth Management Seattle, Washington	$420K	-$49.5K	1	0.14%	Reduced
633	TC Tatro Capital Lexington, Kentucky	$414K	+$380K	1	0.59%	New
634	Forvis Mazars Wealth Advisors Springfield, Missouri	$409K	-$1.07K	1	0.03%	Reduced
635	SWA Stratos Wealth Advisors Beachwood, Ohio	$407K	+$342K	1	0.12%	New
636	AW Alpha Windward Westwood, Massachusetts	$405K	+$392K	2	0.31%	New
637	PPP Private Portfolio Partners Paramus, New Jersey	$405K	-$7.26K	1	0.19%	Reduced
638	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$402K	-$317K	1	0.19%	Reduced
639	CMO Covenant Multifamily Offices San Antonio, Texas	$394K	+$362K	1	0.08%	New
640	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$392K	+$336K	1	0%	New
641	Ingalls & Snyder LLC New York	$392K	-$123K	1	0.02%	Reduced
642	Bragg Financial Advisors Charlotte, North Carolina	$389K	-$44.7K	1	0.04%	Reduced
643	MNBTD Moody National Bank Trust Division Galveston, Texas	$385K	+$4.8K	1	0.01%	Increased
644	Cetera Advisors Denver, Colorado	$382K	-$37.5K	2	0.02%	Reduced
645	PA PSI Advisors Tampa, Florida	$380K	-$31.1K	1	0.31%	Reduced
646	ANI American National Insurance Galveston, Texas	$379K	$0	1	0.02%	Maintained
647	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$379K	+$368K	1	0.48%	New
648	STB S&T Bank Indiana, Pennsylvania	$378K	$0	1	0.09%	Maintained
649	RCA Ranch Capital Advisors Sarasota, Florida	$374K	+$84.1K	2	0.29%	Increased
650	W WealthStone Columbus, Ohio	$372K	+$338K	2	0.18%	New