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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	SSB Sandy Spring Bank Olney, Maryland	$78K	-$13K	1	0.01%	Reduced
652	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$77K	-$11.1K	2	0.02%	Reduced
653	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$77K	-$21.8K	1	0.01%	Reduced
654	Edmond de Rothschild Holding Chambesy, Switzerland	$76K	$0	1	0%	Maintained
655	WesBanco Bank Wheeling, West Virginia	$75K	$0	1	0%	Maintained
656	ZCM Zebra Capital Management Stamford, Connecticut	$75K	+$86.8K	1	0.03%	New
657	Wealthspire Advisors (Maryland) Potomac, Maryland	$74K	+$3.66K	6	0.01%	Increased
658	AAM Auxier Asset Management Aurora, Oregon	$73K	$0	1	0.01%	Maintained
659	Valeo Financial Advisors Carmel, Indiana	$72K	+$4.94K	3	0.01%	Increased
660	SWA Sutton Wealth Advisors Tampa, Florida	$70.7K	+$6.63K	6	0.05%	Increased
661	Scotia Capital Toronto, Ontario, Canada	$69K	+$278	1	0%	Increased
662	MA Mutual Advisors Omaha, Nebraska	$67K	$0	1	0.01%	Maintained
663	PHS Pekin Hardy Strauss Chicago, Illinois	$67K	$0	1	0.01%	Maintained
664	PAM Peak Asset Management Louisville, Colorado	$64K	+$5.14K	1	0.02%	Increased
665	Evergreen Capital Management Bellevue, Washington	$63K	+$63.1K	1	0.01%	New
666	SHJ Sharkey, Howes & Javer Denver, Colorado	$61K	$0	1	0.03%	Maintained
667	AIL AGF Investments LLC Toronto, Ontario, Canada	$58K	-$20.4K	2	0.01%	Reduced
668	FL Fort LP Chevy Chase, Maryland	$58K	+$51.7K	1	0.01%	New
669	Krilogy Financial St. Louis, Missouri	$57K	+$91.1K	1	0.01%	New
670	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$57K	$0	1	0%	Maintained
671	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$57K	$0	1	0.01%	Maintained
672	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$56K	$0	1	0.01%	Maintained
673	EA Evanston Advisors Schaumburg, Illinois	$56K	$0	1	0.01%	Maintained
674	FMP Financial Management Professionals Austin, Texas	$53K	$0	3	0.02%	Maintained
675	FCB First Command Bank Fort Worth, Texas	$53K	$0	1	0.01%	Maintained