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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	HWM Hohimer Wealth Management Seattle, Washington	$427K	-$46.7K	2	0.1%	Reduced
652	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$422K	+$141K	2	0.04%	Increased
653	MNBTD Moody National Bank Trust Division Galveston, Texas	$414K	$0	1	0.03%	Maintained
654	RA RiverPark Advisors New York	$407K	+$264K	1	0.33%	Increased
655	Heritage Investors Management Corp Bethesda, Maryland	$404K	$0	1	0.01%	Maintained
656	ARGA Investment Management Stamford, Connecticut	$399K	-$1.21M	1	0.01%	Reduced
657	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$396K	$0	1	0.27%	Maintained
658	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$393K	-$18.9K	2	0.07%	Reduced
659	MI MMCAP International Grand Cayman, Cayman Islands	$392K	$0	1	0.05%	Maintained
660	NRD Nebula Research & Development New York	$391K	-$444K	2	0.08%	Reduced
661	Daymark Wealth Partners Cincinnati, Ohio	$390K	-$1.04K	1	0.02%	Reduced
662	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$389K	-$357K	2	0.08%	Reduced
663	Caprock Group Boise, Idaho	$387K	+$53.1K	2	0.02%	Increased
664	Steward Partners Investment Advisory New York	$385K	+$128K	7	0%	Increased
665	WCA Westover Capital Advisors Wilmington, Delaware	$379K	$0	1	0.11%	Maintained
666	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$377K	+$273K	1	0.03%	Increased
667	Massachusetts Financial Services Boston, Massachusetts	$375K	+$440K	1	0%	New
668	Gabelli Funds Rye, New York	$374K	-$236K	1	0%	Reduced
669	Focus Partners Wealth Boston, Massachusetts	$374K	+$329K	2	0%	New
670	Bessemer Group Woodbridge, New Jersey	$365K	+$4.48K	7	0%	Increased
671	WSC Wellington Shields & Co New York	$364K	+$329K	1	0.12%	New
672	Prospera Financial Services Dallas, Texas	$361K	-$1.05M	1	0.01%	Reduced
673	AIA Group Hong Kong	$359K	-$68.7K	1	0.01%	Reduced
674	New York Life Investment Management New York	$359K	+$174K	1	0%	Increased
675	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$358K	$0	1	0.01%	Maintained