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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	Brookstone Capital Management Wheaton, Illinois	$678K	-$46.5K	1	0.03%	Reduced
627	XTX Topco George Town, Cayman Islands	$676K	+$811K	1	0.33%	New
628	GTCM Gyon Technologies Capital Management Denville, New Jersey	$674K	+$302K	2	0.29%	Increased
629	GFA Gifford Fong Associates Lafayette, California	$671K	$0	1	0.14%	Maintained
630	DA DCF Advisers Greenwich, Connecticut	$669K	-$505K	1	0.29%	Reduced
631	LCM LCM Capital Management Chicago, Illinois	$665K	+$427K	1	0.59%	Increased
632	RSC Red Spruce Capital Berwyn, Pennsylvania	$659K	+$81.9K	1	0.42%	Increased
633	LCP Legacy Capital Partners Milwaukee, Wisconsin	$657K	-$101K	1	0.25%	Reduced
634	M&T Bank Buffalo, New York	$651K	-$501K	2	0%	Reduced
635	SCM SOL Capital Management Rockville, Maryland	$648K	+$10.6K	1	0.14%	Increased
636	Great Valley Advisor Group Wilmington, Delaware	$647K	+$17.5K	1	0.06%	Increased
637	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$643K	+$209K	2	0.04%	Increased
638	GCP GSA Capital Partners London, United Kingdom	$641K	-$993K	3	0.11%	Reduced
639	LG Leuthold Group Minneapolis, Minnesota	$633K	+$633K	2	0.08%	New
640	PHK Point72 Hong Kong Hong Kong	$629K	+$432K	3	0.02%	Increased
641	SWM SeaCrest Wealth Management Purchase, New York	$627K	-$77.7K	2	0.08%	Reduced
642	OAM Origin Asset Management London, United Kingdom	$621K	-$64.8K	1	0.06%	Reduced
643	SC Saltoro Capital Dallas, Texas	$615K	+$164K	1	0.15%	Increased
644	FQ First Quadrant Glendale, California	$612K	-$83.4K	2	0.07%	Reduced
645	Exchange Traded Concepts Oklahoma City, Oklahoma	$611K	+$16.2K	3	0.02%	Increased
646	WA WealthTrust Axiom Wayne, Pennsylvania	$611K	+$52.3K	2	0.21%	Increased
647	Massachusetts Financial Services Boston, Massachusetts	$610K	-$777K	1	0%	Reduced
648	SGI Summit Global Investments Bountiful, Utah	$607K	+$576K	1	0.04%	New
649	JIR James Investment Research Alpha, Ohio	$606K	-$102K	1	0.06%	Reduced
650	Synovus Financial Columbus, Georgia	$602K	+$61.6K	1	0.01%	Increased