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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	Ancora Advisors Cleveland, Ohio	$304K	-$61.4K	2	0.01%	Reduced
652	QC Quent Capital New York	$302K	-$1.56K	4	0.05%	Reduced
653	AF Aldebaran Financial	$301K	-$24.6K	1	0.47%	Reduced
654	GA Greenspring Advisors Towson, Maryland	$298K	$0	1	0.09%	Maintained
655	MAM Marketfield Asset Management New York	$297K	$0	1	0.25%	Maintained
656	Atomi Financial Group New York	$292K	-$398K	1	0.1%	Reduced
657	Grimes & Company Westborough, Massachusetts	$291K	-$40.2K	1	0.01%	Reduced
658	AssetMark Inc Concord, California	$289K	+$13.6K	4	0%	Increased
659	CFM Capricorn Fund Managers London, United Kingdom	$286K	-$2.55M	1	0.1%	Reduced
660	Americana Partners Houston, Texas	$286K	-$407K	1	0.03%	Reduced
661	SMH Sanders Morris Harris Houston, Texas	$284K	+$264K	1	0.06%	New
662	EBA Eagle Bay Advisors New York	$279K	+$29.7K	3	0.13%	Increased
663	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$278K	$0	1	0.09%	Maintained
664	VCA Verdence Capital Advisors Hunt Valley, Maryland	$275K	+$114K	2	0.03%	Increased
665	Bartlett & Co Cincinnati, Ohio	$272K	-$19.8K	3	0%	Reduced
666	Bartlett & Co Wealth Management Cincinnati, Ohio	$272K	-$19.8K	3	0%	Reduced
667	HT Headlands Technologies Chicago, Illinois	$271K	-$95K	4	0.13%	Reduced
668	CAM Connacht Asset Management New York	$270K	-$172K	1	1.6%	Reduced
669	CWM Cornerstone Wealth Management St. Peters, Missouri	$269K	+$251K	1	0.03%	New
670	Beacon Pointe Advisors Newport Beach, California	$269K	+$2.34K	1	0%	Increased
671	CIA Capital Impact Advisors Boston, Massachusetts	$268K	$0	1	0.45%	Maintained
672	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$267K	-$55.2K	1	0.24%	Reduced
673	PWG Portside Wealth Group Provo, Utah	$264K	-$26.3K	1	0.05%	Reduced
674	GLR Great Lakes Retirement Sandusky, Ohio	$261K	-$32.4K	1	0.05%	Reduced
675	CCG Ceeto Capital Group Coral Gables, Florida	$261K	+$328K	1	0.13%	New