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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	BC Bridgefront Capital Austin, Texas	$333K	-$195K	1	0.34%	Reduced
652	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$330K	-$5.86K	1	0.05%	Reduced
653	Steward Partners Investment Advisory New York	$328K	-$263K	7	0.01%	Reduced
654	SFP Sweet Financial Partners Fairmont, Minnesota	$321K	+$1.09K	2	0.1%	Increased
655	TNA True North Advisors Dallas, Texas	$320K	+$381K	2	0.11%	Increased
656	Asset Management One Tokyo, Japan	$314K	+$47.4K	2	0%	Increased
657	BHCM Boulder Hill Capital Management New York	$314K	+$431K	1	0.24%	New
658	Polar Capital Holdings London, United Kingdom	$314K	-$361K	1	0%	Reduced
659	Gabelli Funds Rye, New York	$313K	-$5.66M	1	0%	Reduced
660	Magnetar Financial Evanston, Illinois	$310K	-$37.9M	1	0%	Reduced
661	Brookstone Capital Management Wheaton, Illinois	$309K	-$182K	1	0.01%	Reduced
662	Wolverine Trading Chicago, Illinois	$309K	-$852K	3	0%	Reduced
663	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$308K	$0	1	0.17%	Maintained
664	Beacon Pointe Advisors Newport Beach, California	$305K	-$27K	1	0.01%	Reduced
665	SAM Strategy Asset Managers Pasadena, California	$304K	+$151K	1	0.08%	Increased
666	CreativeOne Wealth Overland Park, Kansas	$301K	+$9.72K	2	0.02%	Increased
667	PA PSI Advisors Tampa, Florida	$301K	-$72.1K	2	0.16%	Reduced
668	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$297K	$0	1	0.12%	Maintained
669	B Bellecapital Zurich, Switzerland	$296K	-$238K	1	0.09%	Reduced
670	Global Retirement Partners San Rafael, California	$292K	+$13.6K	5	0.02%	Increased
671	Fulton Bank Lancaster, Pennsylvania	$291K	+$107K	2	0.02%	Increased
672	Advisors Asset Management Monument, Colorado	$288K	-$71.2K	3	0.01%	Reduced
673	WFA Wipfli Financial Advisors Milwaukee, Wisconsin	$283K	+$338K	5	0.02%	New
674	ECM Everence Capital Management Goshen, Indiana	$282K	$0	1	0.03%	Maintained
675	Fort Washington Investment Advisors Cincinnati, Ohio	$281K	+$78.3K	1	0%	Increased