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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	CIA Capital Impact Advisors Boston, Massachusetts	$681K	-$83.3K	1	0.63%	Reduced
627	BC Bridgefront Capital Austin, Texas	$677K	+$390K	2	0.75%	Increased
628	BHB Bank Hapoalim BM Tel Aviv, Israel	$674K	$0	1	0.08%	Maintained
629	B Bellecapital Zurich, Switzerland	$671K	-$7.32K	2	0.19%	Reduced
630	Laird Norton Wetherby Wealth Management San Francisco, California	$665K	+$12.3K	1	0.05%	Increased
631	DC Diametric Capital Boston, Massachusetts	$649K	+$240K	2	0.48%	Increased
632	Clear Street New York	$647K	+$859K	1	0.03%	New
633	Brookstone Capital Management Wheaton, Illinois	$645K	+$301K	2	0.01%	Increased
634	Hillsdale Investment Management Toronto, Ontario, Canada	$641K	+$155K	1	0.05%	Increased
635	RIM Regent Investment Management Louisville, Kentucky	$636K	$0	2	0.18%	Maintained
636	OWM OneAscent Wealth Management Birmingham, Alabama	$634K	+$10.1K	1	0.32%	Increased
637	Steward Partners Investment Advisory New York	$634K	-$76K	6	0.01%	Reduced
638	Ossiam Paris, France	$629K	+$714K	1	0.02%	New
639	Cetera Advisors Denver, Colorado	$621K	-$266K	3	0.01%	Reduced
640	SC Shay Capital New York	$615K	-$448K	2	0.12%	Reduced
641	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$614K	+$151K	1	0.17%	Increased
642	Level Four Advisory Services Dallas, Texas	$613K	-$486K	2	0.06%	Reduced
643	Commerce Bank Kansas City, Missouri	$608K	$0	1	0.01%	Maintained
644	Confluence Wealth Services Mcmurray, Pennsylvania	$607K	-$122	1	0.27%	Reduced
645	Davenport & Co Richmond, Virginia	$603K	+$721K	1	0%	New
646	IHT Wealth Management Chicago, Illinois	$591K	-$5.7K	2	0.05%	Reduced
647	ESCM Echo Street Capital Management New York	$588K	-$489K	1	0.01%	Reduced
648	Cantor Fitzgerald New York	$584K	+$361K	2	0.01%	Increased
649	MCM Maryland Capital Management Towson, Maryland	$580K	+$18.9K	2	0.05%	Increased
650	IB Intrust Bank Wichita, Kansas	$578K	-$273K	1	0.08%	Reduced