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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	II Ibex Investors Denver, Colorado	$214K	+$200K	1	0.02%	New
652	CBT Capital Bank & Trust Irvine, California	$212K	$0	2	0%	Maintained
653	MAI Capital Management Independence, Ohio	$210K	-$34.4K	1	0.01%	Reduced
654	Fifth Third Bancorp Cincinnati, Ohio	$209K	-$220K	3	0%	Reduced
655	WRBC W.R. Berkley Corp Greenwich, Connecticut	$208K	-$40.1K	1	0.04%	Reduced
656	Mariner Independent Advisor Network Overland Park, Kansas	$201K	+$211K	1	0.02%	New
657	Commerce Bank Kansas City, Missouri	$193K	-$452	1	0%	Reduced
658	JP Morgan Private Wealth Advisors San Francisco, California	$190K	-$131K	1	0%	Reduced
659	MC Menta Capital San Francisco, California	$189K	+$198K	1	0.08%	New
660	CCM Concourse Capital Management Atlanta, Georgia	$188K	$0	1	0.18%	Maintained
661	AAM American Asset Management Boca Raton, Florida	$179K	-$23.6K	1	0.12%	Reduced
662	Mitsubishi UFJ Asset Management Tokyo, Japan	$177K	+$141K	1	0%	Increased
663	KC Kellner Capital New York	$176K	$0	1	0.08%	Maintained
664	RIA Realta Investment Advisors Wilmington, Delaware	$173K	+$144K	2	0.05%	Increased
665	UR USCA RIA Houston, Texas	$170K	+$5.26K	1	0.02%	Increased
666	Simon Quick Advisors Morristown, New Jersey	$169K	$0	1	0.09%	Maintained
667	Caption Management Oklahoma City, Oklahoma	$169K	-$755K	2	0.01%	Reduced
668	BWM BerganKDV Wealth Management Bloomington, Minnesota	$166K	-$10.5K	2	0.03%	Reduced
669	Wedbush Securities Los Angeles, California	$166K	+$23.6K	1	0.02%	Increased
670	PW Price Wealth Austin, Texas	$163K	+$160K	1	0.05%	Increased
671	WAM Westport Asset Management Southport, Connecticut	$160K	$0	1	0.11%	Maintained
672	DI Diligent Investors Redlands, California	$151K	$0	1	0.08%	Maintained
673	AssetMark Inc Concord, California	$149K	+$75.7K	3	0%	Increased
674	Caprock Group Boise, Idaho	$148K	-$205K	1	0.03%	Reduced
675	PHK Point72 Hong Kong Hong Kong	$147K	+$124K	5	0.04%	Increased