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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	CCM Compton Capital Management Providence, Rhode Island	$221K	+$233K	1	0.09%	New
652	UR USCA RIA Houston, Texas	$220K	+$49K	1	0.02%	Increased
653	Wedbush Securities Los Angeles, California	$220K	+$53.1K	1	0.02%	Increased
654	MAI Capital Management Independence, Ohio	$219K	-$71.9K	1	0.01%	Reduced
655	MC Miles Capital West Des Moines, Iowa	$219K	-$6.9K	1	0.18%	Reduced
656	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$219K	$0	1	0%	Maintained
657	PL Parthenon LLC Louisville, Kentucky	$218K	$0	1	0.05%	Maintained
658	Avior Wealth Management Omaha, Nebraska	$217K	-$178K	3	0.04%	Reduced
659	HC Henshaw Capital Woburn, Massachusetts	$216K	$0	1	0.02%	Maintained
660	CBT Capital Bank & Trust Irvine, California	$215K	+$724	3	0%	Increased
661	SIM Spark Investment Management New York	$212K	+$196K	1	0.03%	New
662	Wolverine Asset Management Chicago, Illinois	$206K	+$224K	1	0%	New
663	BFA Beaumont Financial Advisors Needham, Massachusetts	$204K	+$208K	1	0.02%	New
664	Davidson Kempner Capital Management New York	$204K	-$10.2M	1	0%	Reduced
665	Rockefeller Capital Management New York	$204K	-$430K	3	0%	Reduced
666	PHK Point72 Hong Kong Hong Kong	$203K	+$64.7K	3	0.06%	Increased
667	Stratos Wealth Partners Beachwood, Ohio	$203K	+$216K	1	0.01%	New
668	CIBC Asset Management Toronto, Ontario, Canada	$202K	-$286K	1	0%	Reduced
669	WDL Well Done LLC Holland, Michigan	$202K	+$104K	1	0.05%	Increased
670	Barings Charlotte, North Carolina	$200K	+$214K	1	0%	New
671	Walleye Capital New York	$186K	-$284K	2	0.01%	Reduced
672	RIA Realta Investment Advisors Wilmington, Delaware	$182K	+$7.53K	1	0.05%	Increased
673	Fifth Third Bancorp Cincinnati, Ohio	$177K	-$32.6K	2	0%	Reduced
674	KA Kovack Advisors Ft. Lauderdale, Florida	$170K	+$92.9K	1	0.03%	Increased
675	Meitav Investment House Bene-Beraq, Israel	$165K	-$87.9K	1	0.01%	Reduced