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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	Quadrant Capital Group Cincinnati, Ohio	$65K	-$68.2K	6	0.03%	Reduced
652	WesBanco Bank Wheeling, West Virginia	$65K	$0	1	0%	Maintained
653	Edmond de Rothschild Holding Chambesy, Switzerland	$64K	-$2.06K	1	0%	Reduced
654	SL Signition LP New York	$64K	+$76.7K	1	0.08%	New
655	EA Edge Advisors Atlanta, Georgia	$63K	+$64.7K	1	0.01%	New
656	Bessemer Group Woodbridge, New Jersey	$62K	-$11.5K	1	0%	Reduced
657	AAM Auxier Asset Management Aurora, Oregon	$61K	$0	1	0.01%	Maintained
658	FA FMA Advisory Harrisburg, Pennsylvania	$61K	+$67.4K	1	0.03%	New
659	BTIS BB&T Investment Services Charlotte, North Carolina	$60K	+$5.52K	3	0.01%	Increased
660	ID Integral Derivatives New York	$59K	-$188K	1	0%	Reduced
661	LC Lourd Capital Beverly Hills, California	$59K	+$65.3K	1	0%	New
662	VCA Verdence Capital Advisors Hunt Valley, Maryland	$57K	+$62.7K	1	0.01%	New
663	IF IRON Financial Northbrook, Illinois	$54K	+$59.3K	1	0.04%	New
664	SHJ Sharkey, Howes & Javer Denver, Colorado	$53K	$0	1	0.03%	Maintained
665	WCM Wallace Capital Management Dallas, Texas	$53K	$0	1	0.01%	Maintained
666	Scotia Capital Toronto, Ontario, Canada	$52K	+$3.35K	1	0%	Increased
667	Benjamin F. Edwards & Company St. Louis, Missouri	$51K	+$36.4K	2	0.01%	Increased
668	WA Winfield Associates Cleveland, Ohio	$51K	+$5.73K	2	0.03%	Increased
669	Geneos Wealth Management Englewood, Colorado	$50K	-$10K	3	0%	Reduced
670	VanEck Associates New York	$50K	-$5.52K	1	0%	Reduced
671	PAM Peak Asset Management Louisville, Colorado	$49K	+$54.1K	1	0.02%	New
672	SignatureFD Atlanta, Georgia	$49K	-$12.1K	1	0.01%	Reduced
673	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$48.4K	-$546	1	0%	Reduced
674	CFA Carroll Financial Associates Charlotte, North Carolina	$48K	$0	2	0.01%	Maintained
675	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$48K	$0	1	0.01%	Maintained