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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
651	CL CPWM LLC Seattle, Washington	$68K	-$18.6K	1	0.02%	Reduced
652	LCM Legato Capital Management San Francisco, California	$68K	$0	1	0.08%	Maintained
653	Buckingham Strategic Wealth Clayton, Missouri	$65K	-$2.73M	1	0.02%	Reduced
654	CA Corrado Advisors Ramsey, New Jersey	$64K	$0	1	0.04%	Maintained
655	Geneos Wealth Management Englewood, Colorado	$64K	-$22.2K	4	0.01%	Reduced
656	PHK Point72 Hong Kong Hong Kong	$64K	+$15.9K	4	0.08%	Increased
657	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$62K	$0	1	0.01%	Maintained
658	WCM Wallace Capital Management Dallas, Texas	$62K	$0	1	0.01%	Maintained
659	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$61.7K	$0	1	0%	Maintained
660	PCP Proficio Capital Partners Newton, Massachusetts	$61K	+$36.1K	4	0.03%	Increased
661	VanEck Associates New York	$59K	+$12.3K	1	0%	Increased
662	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$57K	+$53.4K	1	0.08%	New
663	PAM Peak Asset Management Louisville, Colorado	$57K	$0	1	0.02%	Maintained
664	Scotia Capital Toronto, Ontario, Canada	$56K	-$10.9K	1	0%	Reduced
665	Bessemer Group Woodbridge, New Jersey	$55K	-$3.38K	2	0%	Reduced
666	HIC Holderness Investments Company Greensboro, North Carolina	$55K	-$8.31K	1	0.03%	Reduced
667	Independent Advisor Alliance Charlotte, North Carolina	$55K	+$53.5K	1	0.01%	New
668	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$55K	$0	1	0.02%	Maintained
669	Johnson Investment Counsel Cincinnati, Ohio	$55K	-$7.72K	1	0%	Reduced
670	SB Simmons Bank Pine Bluff, Arkansas	$55K	$0	1	0.01%	Maintained
671	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$55K	$0	1	0.01%	Maintained
672	VCM Versant Capital Management Phoenix, Arizona	$55K	-$31.6K	5	0.03%	Reduced
673	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$54K	+$503	1	0.02%	Increased
674	FPFS First Personal Financial Services Charlotte, North Carolina	$53K	-$5K	1	0.01%	Reduced
675	BTIS BB&T Investment Services Charlotte, North Carolina	$51K	+$13.4K	1	0.02%	Increased