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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	YMRC Yorktown Management & Research Company Forest, Virginia	$250K	+$248K	1	0.08%	New
652	KPF K2 Principal Fund Toronto, Ontario, Canada	$248K	+$246K	1	0.03%	New
653	Cetera Advisor Networks El Segundo, California	$246K	-$1.72K	1	0.01%	Reduced
654	Vestmark Advisory Solutions Wakefield, Massachusetts	$246K	+$264K	1	0.04%	New
655	Tiedemann Advisors New York	$245K	+$129K	1	0.01%	Increased
656	WA WealthTrust Axiom Wayne, Pennsylvania	$245K	-$18.5K	1	0.09%	Reduced
657	CBT Capital Bank & Trust Irvine, California	$242K	-$48	2	0%	Reduced
658	WCM Weld Capital Management New York	$242K	-$426K	1	0.04%	Reduced
659	PM Parametrica Management Wanchai, Hong Kong	$241K	+$251K	1	0.51%	New
660	GIM Greylin Investment Management Orange, Virginia	$239K	-$16.5K	1	0.05%	Reduced
661	Cresset Asset Management Chicago, Illinois	$236K	+$340K	7	0.01%	Increased
662	SM Sciencast Management Princeton, New Jersey	$236K	+$246K	1	0.08%	New
663	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$235K	+$27.9K	1	0.03%	Increased
664	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$231K	$0	1	0.18%	Maintained
665	PL Parthenon LLC Louisville, Kentucky	$231K	-$5.55K	1	0.05%	Reduced
666	AAM American Asset Management Boca Raton, Florida	$230K	+$7.96K	1	0.17%	Increased
667	BLA Balter Liquid Alternatives Boston, Massachusetts	$226K	+$240K	1	0.12%	New
668	CGA Crescent Grove Advisors Lake Forest, Illinois	$226K	+$192K	1	0.05%	New
669	BCM Basso Capital Management Stamford, Connecticut	$221K	+$235K	1	0.05%	New
670	CWG Cornerstone Wealth Group Huntersville, North Carolina	$221K	+$188K	1	0.06%	New
671	MC Miles Capital West Des Moines, Iowa	$221K	+$219K	1	0.19%	New
672	Commerce Bank Kansas City, Missouri	$214K	+$30.2K	1	0%	Increased
673	HR Hayden Royal Charlotte, North Carolina	$212K	+$180K	1	0.28%	New
674	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$207K	+$209K	1	0.02%	New
675	WIA Wealthstreet Investment Advisors Dallas, Texas	$202K	$0	1	0.03%	Maintained