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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	Robertson Stephens Wealth Management San Francisco, California	$510K	+$189K	3	0.06%	Increased
652	PA PSI Advisors Tampa, Florida	$506K	-$55.1K	1	0.27%	Reduced
653	Park Avenue Securities New York	$503K	+$100K	2	0.01%	Increased
654	CI Cigna Investments Bloomfield, Connecticut	$502K	-$324K	2	0.04%	Reduced
655	Ancora Advisors Cleveland, Ohio	$500K	+$193K	1	0.01%	Increased
656	Heritage Investors Management Corp Bethesda, Maryland	$477K	$0	1	0.02%	Maintained
657	LCP Legacy Capital Partners Milwaukee, Wisconsin	$474K	-$203K	1	0.17%	Reduced
658	SCF Sante Capital Fund Austin, Texas	$474K	+$430K	1	0.2%	New
659	CC Claybrook Capital Wellesley, Massachusetts	$469K	+$480K	1	0.15%	New
660	NICM Neo Ivy Capital Management New York	$469K	+$61.1K	4	0.47%	Increased
661	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$469K	+$480K	1	0.15%	New
662	1WA 180 Wealth Advisors Federal Way, Washington	$464K	+$451K	2	0.11%	New
663	ANI American National Insurance Galveston, Texas	$459K	$0	1	0.02%	Maintained
664	MNBTD Moody National Bank Trust Division Galveston, Texas	$459K	$0	1	0.01%	Maintained
665	WC Weil Company San Diego, California	$458K	+$444K	1	0.23%	New
666	D.A. Davidson & Co Great Falls, Montana	$457K	+$13K	1	0.01%	Increased
667	PRC Pearl River Capital Niles, Michigan	$455K	-$1.22M	1	0.13%	Reduced
668	OCM Orion Capital Management Coronado, California	$451K	+$266K	2	0.28%	Increased
669	Silvercrest Asset Management New York	$448K	+$71K	1	0%	Increased
670	Parallel Advisors San Francisco, California	$442K	+$8.96K	6	0.02%	Increased
671	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$439K	+$74.8K	1	0.03%	Increased
672	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$435K	+$18.6K	1	0.14%	Increased
673	NL NWAM LLC Mercer Island, Washington	$430K	-$2.76K	1	0.04%	Reduced
674	MAM Marketfield Asset Management New York	$427K	-$3.88M	1	0.32%	Reduced
675	CreativeOne Wealth Overland Park, Kansas	$426K	+$44.8K	2	0.03%	Increased