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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	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$282K	-$39	1	0.01%	Reduced
652	Daymark Wealth Partners Cincinnati, Ohio	$281K	-$383K	1	0.02%	Reduced
653	MI MMCAP International Grand Cayman, Cayman Islands	$278K	-$39.9K	1	0.05%	Reduced
654	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$276K	+$270K	1	0.11%	New
655	VSQM V-Square Quantitative Management Chicago, Illinois	$275K	+$273K	1	0.05%	New
656	Bartlett & Co Cincinnati, Ohio	$272K	$0	3	0%	Maintained
657	Bartlett & Co Wealth Management Cincinnati, Ohio	$272K	$0	3	0%	Maintained
658	WAM Watershed Asset Management San Francisco, California	$267K	+$18.4K	1	0.31%	Increased
659	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$260K	-$14.7K	2	0%	Reduced
660	Caprock Group Boise, Idaho	$259K	+$121K	2	0.02%	Increased
661	MC Moors & Cabot Boston, Massachusetts	$253K	-$268K	1	0.02%	Reduced
662	IAS Insigneo Advisory Services Miami, Florida	$250K	-$245K	1	0.04%	Reduced
663	ECM Everence Capital Management Goshen, Indiana	$249K	+$132K	1	0.02%	Increased
664	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$248K	-$204K	2	0.03%	Reduced
665	Waverly Advisors Birmingham, Alabama	$244K	-$77.2K	1	0.01%	Reduced
666	GCM Gallacher Capital Management Lone Tree, Colorado	$244K	+$10.4K	1	0.14%	Increased
667	SCA Snowden Capital Advisors New York	$243K	+$202K	1	0.01%	New
668	VCA Verdence Capital Advisors Hunt Valley, Maryland	$242K	-$55.6K	2	0.02%	Reduced
669	PL Parthenon LLC Louisville, Kentucky	$242K	+$200K	1	0.03%	New
670	Steward Partners Investment Advisory New York	$235K	+$34K	6	0%	Increased
671	LCM LCM Capital Management Chicago, Illinois	$232K	+$655	1	0.17%	Increased
672	ABLA Alan B. Lancz & Associates Toledo, Ohio	$232K	-$58.1K	1	0.24%	Reduced
673	EP Wealth Advisors Torrance, California	$231K	-$4.93K	1	0%	Reduced
674	Rockefeller Capital Management New York	$230K	-$435K	1	0%	Reduced
675	AC Aristides Capital Louisville, Kentucky	$227K	+$204K	1	0.08%	New