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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	Coldstream Capital Management Bellevue, Washington	$988K	+$844K	3	0.03%	New
627	SCM SOL Capital Management Rockville, Maryland	$988K	-$10.5K	1	0.18%	Reduced
628	RIM Regent Investment Management Louisville, Kentucky	$986K	-$21.9K	2	0.21%	Reduced
629	Moors & Cabot Boston, Massachusetts	$985K	-$507K	2	0.06%	Reduced
630	People's United Financial Bridgeport, Connecticut	$981K	-$295K	1	0.02%	Reduced
631	IHT Wealth Management Chicago, Illinois	$980K	+$3.87K	3	0.07%	Increased
632	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$976K	$0	1	0.46%	Maintained
633	RAM Redmond Asset Management Henrico, Virginia	$972K	-$559K	1	0.27%	Reduced
634	Quent Capital New York	$963K	+$842K	4	0.2%	New
635	AC AWH Capital Dallas, Texas	$959K	+$850K	1	0.89%	New
636	SM Southport Management Wilson, Wyoming	$957K	+$377K	1	3.41%	Increased
637	Park Avenue Securities New York	$955K	+$116K	2	0.02%	Increased
638	Tokio Marine Asset Management Tokyo, Japan	$950K	-$94.4K	1	0.08%	Reduced
639	PL Pluribus Labs Mill Valley, California	$948K	+$825K	2	1%	New
640	GFA Gifford Fong Associates Lafayette, California	$943K	$0	1	0.17%	Maintained
641	Van Hulzen Asset Management El Dorado Hills, California	$941K	+$144K	1	0.1%	Increased
642	DA DCF Advisers Greenwich, Connecticut	$933K	$0	1	0.38%	Maintained
643	Creative Planning Overland Park, Kansas	$910K	-$9.28K	2	0%	Reduced
644	MC Merlin Capital Newport, Rhode Island	$898K	+$773K	2	1.04%	New
645	AP AtonRa Partners Geneva, Switzerland	$897K	-$174K	1	0.31%	Reduced
646	Avior Wealth Management Omaha, Nebraska	$892K	+$40.8K	3	0.07%	Increased
647	MCM Marathon Capital Management Hunt Valley, Maryland	$880K	-$434K	1	0.21%	Reduced
648	Smith Group Asset Management Dallas, Texas	$877K	-$27.9K	1	0.04%	Reduced
649	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$869K	-$24.9K	1	0%	Reduced
650	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$869K	$0	2	0.04%	Maintained