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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	SAM Strategy Asset Managers Pasadena, California	$1.47M	+$47.2K	1	0.28%	Increased
627	DWA Dorsey Wright & Associates Pasadena, California	$1.47M	+$1.46M	1	0.35%	New
628	OTL Oak Thistle LLC New York	$1.45M	+$274K	2	0.21%	Increased
629	Shelton Capital Management Denver, Colorado	$1.44M	+$147K	4	0.03%	Increased
630	CFM Catalyst Funds Management Sydney NSW, Australia	$1.44M	-$1.99M	3	0.4%	Reduced
631	Fulton Bank Lancaster, Pennsylvania	$1.43M	+$66.7K	2	0.05%	Increased
632	MA MYDA Advisors Woodmere, New York	$1.43M	+$906K	1	0.25%	Increased
633	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.42M	+$226K	2	0.01%	Increased
634	Merit Financial Group Alpharetta, Georgia	$1.42M	+$713K	5	0.02%	Increased
635	WA WealthTrust Axiom Wayne, Pennsylvania	$1.41M	-$89.1K	2	0.41%	Reduced
636	Elo Mutual Pension Insurance Espoo, Finland	$1.4M	-$48.6K	1	0.03%	Reduced
637	SGI Summit Global Investments Bountiful, Utah	$1.39M	+$334K	2	0.08%	Increased
638	Burney Company Reston, Virginia	$1.38M	-$19.5K	1	0.05%	Reduced
639	Journey Strategic Wealth Summit, New Jersey	$1.38M	+$1.09M	2	0.04%	New
640	Cornerstone Investment Partners Atlanta, Georgia	$1.38M	-$8.81K	2	0.06%	Reduced
641	SBI Securities Tokyo, Japan	$1.34M	-$191K	10	0.04%	Reduced
642	LCM Landscape Capital Management Englewood, New Jersey	$1.33M	-$899K	2	0.1%	Reduced
643	WCM Washington Capital Management Seattle, Washington	$1.32M	-$499K	1	0.98%	Reduced
644	OneDigital Investment Advisors Overland Park, Kansas	$1.32M	+$508K	4	0.01%	Increased
645	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.31M	+$696K	2	0.25%	Increased
646	IAS IMA Advisory Services Denver, Colorado	$1.31M	-$40K	2	0.14%	Reduced
647	Greenleaf Trust Kalamazoo, Michigan	$1.3M	+$204K	4	0.01%	Increased
648	PCA Prosperity Capital Advisors Westlake, Ohio	$1.29M	$0	1	0.08%	Maintained
649	Allworth Financial Folsom, California	$1.26M	+$616K	9	0.01%	Increased
650	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.26M	+$472K	2	0.03%	Increased