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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	Oak Grove Capital North Hampton, New Hampshire	$395K	-$7.86M	1	0.13%	Reduced
677	NWAM LLC Mercer Island, Washington	$394K	+$332K	1	0.05%	New
678	PAM Premier Asset Management Chicago, Illinois	$391K	-$143K	1	0.08%	Reduced
679	R.H. Bluestein & Co Birmingham, Michigan	$391K	$0	1	0.02%	Maintained
680	GTCM Gyon Technologies Capital Management Denville, New Jersey	$390K	+$355K	1	0.13%	New
681	Prio Wealth Limited Partnership Boston, Massachusetts	$388K	-$603K	1	0.01%	Reduced
682	Keystone Financial Group (Kentucky) Lexington, Kentucky	$386K	-$17.3K	1	0.08%	Reduced
683	LAM Lapides Asset Management Greenwich, Connecticut	$381K	+$159K	1	0.16%	Increased
684	PIA Pinion Investment Advisors Wichita, Kansas	$381K	+$320K	1	0.4%	New
685	Quadrature Capital London, United Kingdom	$381K	-$3.03M	1	0.02%	Reduced
686	Veritable Wilmington, Delaware	$379K	$0	1	0.01%	Maintained
687	Rafferty Asset Management New York	$376K	-$635K	1	0%	Reduced
688	Sheaff Brock Investment Advisors Indianapolis, Indiana	$373K	+$201K	2	0.03%	Increased
689	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$372K	-$5.92K	1	0.18%	Reduced
690	Dymon Asia Capital (Singapore) Singapore	$370K	+$311K	1	0.08%	New
691	Formidable Asset Management Cincinnati, Ohio	$370K	-$31.3K	1	0.09%	Reduced
692	ETF Managers Group Summit, New Jersey	$367K	-$57.8K	1	0.01%	Reduced
693	Two Sigma Securities New York	$363K	-$91.5K	2	0.01%	Reduced
694	Quantitative Investment Management Charlottesville, Virginia	$349K	-$329K	1	0.03%	Reduced
695	WWM Wolff Wiese Magana Carslbad, California	$348K	+$316K	3	0.29%	New
696	NPPM North Point Portfolio Managers Orange Village, Ohio	$342K	+$267K	1	0.05%	New
697	FPC Falcon Point Capital San Francisco, California	$339K	+$202K	1	2.86%	Increased
698	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
699	APP Alpha Paradigm Partners Chicago, Illinois	$337K	+$283K	1	0.12%	New
700	ANI American National Insurance Galveston, Texas	$337K	$0	1	0.01%	Maintained