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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	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$305K	-$53.6K	1	0.07%	Reduced
652	RCA Ranch Capital Advisors Sarasota, Florida	$301K	+$63.8K	2	0.24%	Increased
653	PPP Private Portfolio Partners Paramus, New Jersey	$297K	$0	1	0.12%	Maintained
654	HC Henshaw Capital Woburn, Massachusetts	$289K	$0	1	0.02%	Maintained
655	CAM Columbia Asset Management Ann Arbor, Michigan	$284K	+$116K	1	0.07%	Increased
656	LCS Levin Capital Strategies New York	$280K	+$249K	2	0.04%	Increased
657	CCM Cadence Capital Management Boston, Massachusetts	$274K	-$1.13M	1	0.07%	Reduced
658	CCM Compton Capital Management Providence, Rhode Island	$269K	-$24.9K	1	0.1%	Reduced
659	Heritage Investors Management Corp Bethesda, Maryland	$267K	$0	1	0.01%	Maintained
660	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$264K	+$20.3K	1	0.01%	Increased
661	SGAM Smith Group Asset Management Dallas, Texas	$264K	-$25.4M	1	0.01%	Reduced
662	WC Weil Company San Diego, California	$263K	+$349K	1	0.19%	New
663	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$259K	+$82.3K	3	0.03%	Increased
664	ALPS Advisors Denver, Colorado	$257K	+$69.9K	1	0%	Increased
665	CP Covenant Partners Nashville, Tennessee	$257K	-$72.8K	1	0.12%	Reduced
666	Exchange Traded Concepts Oklahoma City, Oklahoma	$256K	-$8.31K	1	0.01%	Reduced
667	SWP Strategic Wealth Partners Independence, Ohio	$255K	+$282K	1	0.13%	New
668	Brown Advisory Baltimore, Maryland	$254K	+$67.5K	1	0%	Increased
669	ACI AMP Capital Investors Sydney, Australia	$252K	-$596K	1	0%	Reduced
670	CIM CIM Investment Management Pittsburgh, Pennsylvania	$246K	+$268K	1	0.09%	New
671	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$244K	-$6.19M	2	0%	Reduced
672	FHA Flagship Harbor Advisors Boston, Massachusetts	$244K	-$90.5K	4	0.03%	Reduced
673	LJAC L.J. Altfest & Co New York	$244K	+$25.3K	1	0.06%	Increased
674	MFG Magnus Financial Group New York	$244K	-$593K	1	0.03%	Reduced
675	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$241K	+$28.5K	2	0.03%	Increased