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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	RP Riverwater Partners Milwaukee, Wisconsin	$1.49M	-$17.7K	1	0.73%	Reduced
627	Burney Company Reston, Virginia	$1.49M	-$5.96K	1	0.05%	Reduced
628	LCM Landscape Capital Management Englewood, New Jersey	$1.48M	+$1.37M	1	0.16%	New
629	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$1.47M	+$1.39M	2	0.04%	New
630	Inspire Investing Meridian, Idaho	$1.46M	-$405K	4	0.16%	Reduced
631	CIBC Asset Management Toronto, Ontario, Canada	$1.45M	+$306K	4	0%	Increased
632	TSS Two Sigma Securities New York	$1.42M	+$373K	5	0.19%	Increased
633	SBI Securities Tokyo, Japan	$1.42M	+$1.33M	10	0.04%	New
634	CIBC World Market Toronto, Ontario, Canada	$1.39M	+$78.8K	4	0%	Increased
635	Fulton Bank Lancaster, Pennsylvania	$1.39M	+$109K	2	0.05%	Increased
636	SAM Strategy Asset Managers Pasadena, California	$1.38M	+$1.17M	1	0.27%	New
637	MLM Mount Lucas Management Newtown, Pennsylvania	$1.38M	+$1.3M	2	0.48%	New
638	Lido Advisors Los Angeles, California	$1.35M	+$102K	3	0.01%	Increased
639	OR Olympiad Research Stamford, Connecticut	$1.35M	$0	1	1.41%	Maintained
640	SW SlateStone Wealth Jupiter, Florida	$1.35M	+$996K	1	0.13%	New
641	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.34M	-$341K	3	0%	Reduced
642	FSA Fort Sheridan Advisors Highland Park, Illinois	$1.33M	+$227K	2	0.19%	Increased
643	SRA Secured Retirement Advisors St Louis Park, Minnesota	$1.33M	+$1.4M	1	0.76%	New
644	ADIM Alpha DNA Investment Management Columbia, Maryland	$1.32M	+$1.15M	3	0.5%	New
645	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.3M	+$2.11K	2	0.09%	Increased
646	HB Wealth Management Atlanta, Georgia	$1.3M	+$405K	5	0.01%	Increased
647	Rafferty Asset Management New York	$1.3M	+$69.2K	2	0%	Increased
648	TC Truvestments Capital Sarasota, Florida	$1.29M	+$41.3K	4	0.33%	Increased
649	Kestra Private Wealth Services Austin, Texas	$1.28M	+$1.11M	2	0.02%	New
650	IAS IMA Advisory Services Denver, Colorado	$1.27M	-$126K	1	0.15%	Reduced