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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	CCM Compton Capital Management Providence, Rhode Island	$316K	$0	1	0.13%	Maintained
677	Heritage Investors Management Corp Bethesda, Maryland	$310K	+$261K	1	0.02%	New
678	Harvest Fund Management Beijing, China	$307K	+$144K	3	0.03%	Increased
679	M&T Bank Buffalo, New York	$304K	-$60.4K	2	0%	Reduced
680	DC Diametric Capital Boston, Massachusetts	$300K	-$574K	1	0.23%	Reduced
681	IAN Integrated Advisors Network Dallas, Texas	$299K	+$2.83K	1	0.04%	Increased
682	JP Morgan Private Wealth Advisors San Francisco, California	$298K	+$177K	2	0%	Increased
683	Bank Julius Baer & Co Zurich, Switzerland	$296K	+$106K	1	0%	Increased
684	OCM Ovata Capital Management Hong Kong	$293K	+$274K	1	0.09%	New
685	First Citizens Bank & Trust Raleigh, North Carolina	$288K	-$121K	1	0.02%	Reduced
686	G Gainplan Bloomfield Hills, Michigan	$285K	+$267K	1	0.19%	New
687	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$284K	-$2.15M	1	0.01%	Reduced
688	Belpointe Asset Management Reno, Nevada	$282K	+$58.9K	2	0.04%	Increased
689	PL Parthenon LLC Louisville, Kentucky	$281K	+$236K	1	0.06%	New
690	ALPS Advisors Denver, Colorado	$279K	-$28.5K	1	0%	Reduced
691	Prospera Financial Services Dallas, Texas	$279K	+$261K	1	0.02%	New
692	Fulton Bank Lancaster, Pennsylvania	$277K	+$238K	1	0.02%	New
693	Mirae Asset Global Investments Seoul, South Korea	$277K	+$233K	1	0%	New
694	Quantinno Capital Management New York	$272K	-$719K	1	0.27%	Reduced
695	RCYC Richard C. Young & Co Newport, Rhode Island	$271K	+$249K	1	0.05%	New
696	Silvercrest Asset Management New York	$269K	+$247K	1	0%	New
697	TCTC Holdings Dallas, Texas	$268K	+$230K	1	0.02%	New
698	SEC Seven Eight Capital New York	$264K	-$116K	1	0.19%	Reduced
699	Asset Management One Tokyo, Japan	$263K	+$92.9K	1	0%	Increased
700	Mitsubishi UFJ Asset Management Tokyo, Japan	$263K	+$23.8K	1	0%	Increased