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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	CIA Capital Impact Advisors Boston, Massachusetts	$348K	-$33.8K	1	0.34%	Reduced
652	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$344K	$0	1	0.01%	Maintained
653	NewEdge Advisors New Orleans, Louisiana	$344K	+$305K	8	0.01%	Increased
654	EIM Essex Investment Management Boston, Massachusetts	$340K	$0	1	0.05%	Maintained
655	PCM Prelude Capital Management New York	$337K	-$1.24M	1	0.02%	Reduced
656	P Pitcairn Conshohocken, Pennsylvania	$331K	-$22K	1	0.03%	Reduced
657	VanEck Associates New York	$330K	+$93.1K	2	0%	Increased
658	QC Quent Capital New York	$329K	-$4.05K	4	0.06%	Reduced
659	JB Capital Wethersfield, Connecticut	$328K	+$15.1K	1	0.03%	Increased
660	TNA True North Advisors Dallas, Texas	$327K	$0	2	0.11%	Maintained
661	BCM Bluefin Capital Management New York	$320K	+$318K	1	0.05%	New
662	AP AtonRa Partners Geneva, Switzerland	$318K	+$315K	1	0.41%	New
663	Steward Partners Investment Advisory New York	$316K	-$18.6K	6	0.01%	Reduced
664	CIM CIM Investment Management Pittsburgh, Pennsylvania	$315K	+$90.6K	1	0.12%	Increased
665	YWP YorkBridge Wealth Partners New York	$310K	-$10.7K	1	0.08%	Reduced
666	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$309K	-$85.4K	1	0.05%	Reduced
667	TD Private Client Wealth New York	$308K	-$82.7K	3	0.01%	Reduced
668	EBA Eagle Bay Advisors New York	$302K	+$90.2K	3	0.17%	Increased
669	SGA Strategic Global Advisors Newport Beach, California	$300K	-$3.29K	1	0.05%	Reduced
670	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$299K	$0	1	0.11%	Maintained
671	CreativeOne Wealth Overland Park, Kansas	$299K	-$10.3K	2	0.02%	Reduced
672	JIP Jaffetilchin Investment Partners Tampa, Florida	$298K	+$296K	1	0.04%	New
673	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$297K	+$263K	1	0.13%	New
674	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$296K	-$36.4K	1	0.01%	Reduced
675	CB Centennial Bank Conway, Arkansas	$288K	+$256K	1	0.16%	New