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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	Scotia Capital Toronto, Ontario, Canada	$375K	+$277K	2	0%	Increased
677	WC Weil Company San Diego, California	$375K	$0	1	0.2%	Maintained
678	SOW State of Wyoming Cheyenne, Wyoming	$367K	+$71K	3	0.24%	Increased
679	Pzena Investment Management New York	$364K	+$293K	1	0%	Increased
680	CAM Carret Asset Management New York	$363K	-$114K	1	0.04%	Reduced
681	YWP YorkBridge Wealth Partners New York	$362K	+$21.3K	1	0.09%	Increased
682	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$359K	+$413K	1	0.04%	New
683	Americana Partners Houston, Texas	$356K	+$338K	1	0.09%	New
684	FQ First Quadrant Glendale, California	$355K	+$69.2K	2	0.04%	Increased
685	Geneos Wealth Management Englewood, Colorado	$352K	+$60K	6	0.01%	Increased
686	OIA Optimum Investment Advisors Chicago, Illinois	$349K	-$1.02M	3	0.15%	Reduced
687	HC Henshaw Capital Woburn, Massachusetts	$348K	$0	1	0.02%	Maintained
688	FPF First Pacific Financial Vancouver, Washington	$344K	+$24.7K	1	0.18%	Increased
689	Bank Julius Baer & Co Zurich, Switzerland	$340K	+$38.8K	1	0%	Increased
690	Venture Visionary Partners Sylvania, Ohio	$337K	-$604K	1	0.02%	Reduced
691	CIM CIM Investment Management Pittsburgh, Pennsylvania	$334K	$0	1	0.11%	Maintained
692	NFSG Newbridge Financial Services Group Boca Raton, Florida	$334K	-$39.6K	7	0.21%	Reduced
693	TCTC Holdings Dallas, Texas	$332K	$0	1	0.02%	Maintained
694	NFG Nations Financial Group Cedar Rapids, Iowa	$331K	+$4.95K	1	0.05%	Increased
695	PL Parthenon LLC Louisville, Kentucky	$329K	$0	1	0.05%	Maintained
696	TFS Thoroughbred Financial Services Brentwood, Tennessee	$329K	-$38.7K	1	0.08%	Reduced
697	TD Private Client Wealth New York	$329K	+$206K	3	0.01%	Increased
698	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$321K	$0	1	0.02%	Maintained
699	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$317K	+$318K	1	0%	New
700	Bank of Nova Scotia Toronto, Ontario, Canada	$316K	+$270K	1	0%	Increased