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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	Sowell Financial Services North Little Rock, Arkansas	$333K	-$153K	1	0.02%	Reduced
627	GA Greenspring Advisors Towson, Maryland	$332K	$0	1	0.09%	Maintained
628	CC Cipher Capital New York	$332K	+$94.7K	1	0.11%	Increased
629	QI Qtron Investments Boston, Massachusetts	$328K	+$326K	1	0.05%	New
630	Winton Group London, United Kingdom	$326K	+$171K	1	0.02%	Increased
631	Americana Partners Houston, Texas	$325K	$0	1	0.03%	Maintained
632	Capstone Investment Advisors New York	$325K	-$2.08M	2	0%	Reduced
633	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$322K	+$182K	2	0.06%	Increased
634	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$321K	-$45.7K	1	0.07%	Reduced
635	BAM Blueshift Asset Management Red Bank, New Jersey	$320K	+$313K	1	0.17%	New
636	TC TownSquare Capital Provo, Utah	$320K	-$2.33M	1	0.01%	Reduced
637	6CM 683 Capital Management New York	$317K	+$214K	1	0.03%	New
638	Parallel Advisors San Francisco, California	$314K	-$24.8K	8	0.01%	Reduced
639	WA Waddell & Associates Memphis, Tennessee	$311K	$0	1	0.04%	Maintained
640	PA PSI Advisors Tampa, Florida	$309K	-$2.65K	2	0.12%	Reduced
641	Carson Wealth (CWM LLC) Omaha, Nebraska	$308K	-$27.7K	8	0%	Reduced
642	Avior Wealth Management Omaha, Nebraska	$308K	+$272K	3	0.02%	Increased
643	Bailard Foster City, California	$305K	+$206K	1	0.01%	New
644	EC EntryPoint Capital New York	$299K	+$241K	4	0.29%	New
645	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$297K	+$117K	1	0%	Increased
646	AssetMark Inc Concord, California	$291K	-$16K	4	0%	Reduced
647	Heritage Investors Management Corp Bethesda, Maryland	$290K	$0	1	0.01%	Maintained
648	Ancora Advisors Cleveland, Ohio	$288K	+$1.32K	2	0.01%	Increased
649	SMH Sanders Morris Harris Houston, Texas	$284K	$0	1	0.14%	Maintained
650	MAM Marketfield Asset Management New York	$283K	$0	1	0.23%	Maintained