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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
676	WTB Washington Trust Bank Spokane, Washington	$75K	+$44.9K	1	0.02%	Increased
677	WCM Wallace Capital Management Dallas, Texas	$71K	$0	1	0.01%	Maintained
678	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$70K	$0	1	0.01%	Maintained
679	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$66K	+$55.1K	2	0%	Increased
680	BTIS BB&T Investment Services Charlotte, North Carolina	$65K	+$7.62K	1	0.02%	Increased
681	EWM Endurance Wealth Management Providence, Rhode Island	$65K	+$58.4K	2	0.01%	Increased
682	FPFS First Personal Financial Services Charlotte, North Carolina	$65K	+$8.17K	2	0.01%	Increased
683	PAM Peak Asset Management Louisville, Colorado	$65K	$0	1	0.02%	Maintained
684	SFSIG San Francisco Sentry Investment Group San Francisco, California	$65K	-$63K	1	0.02%	Reduced
685	Scotia Capital Toronto, Ontario, Canada	$65K	+$1.79K	1	0%	Increased
686	PCP Proficio Capital Partners Newton, Massachusetts	$64K	+$2.57K	4	0.03%	Increased
687	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$64K	-$6K	1	0%	Reduced
688	Capital Advisors Inc Tulsa, Oklahoma	$63K	+$61.2K	1	0%	New
689	SB Simmons Bank Pine Bluff, Arkansas	$63K	$0	1	0.01%	Maintained
690	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$63K	$0	1	0.01%	Maintained
691	BA Bristol Advisors Conshohocken, Pennsylvania	$62K	+$60K	1	0.04%	New
692	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$62K	$0	1	0.01%	Maintained
693	EA Evanston Advisors Schaumburg, Illinois	$62K	+$60.2K	1	0.02%	New
694	RA Rational Advisors Huntington, New York	$62K	+$58.4K	1	0.04%	New
695	SCM Segantii Capital Management Hong Kong	$57K	-$39K	1	0.01%	Reduced
696	Tower Research Capital (TRC) New York	$54K	-$565K	5	0.01%	Reduced
697	LJHT Laurie J. Hall Trustee	$53.3K	+$11.3K	3	0.03%	Increased
698	Huntington National Bank Columbus, Ohio	$53K	+$13.7K	3	0%	Increased
699	MAM Meeder Asset Management Dublin, Ohio	$53K	-$79.4K	2	0.01%	Reduced
700	VanEck Associates New York	$53K	-$9.87K	1	0%	Reduced