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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	EIM Essex Investment Management Boston, Massachusetts	$280K	$0	1	0.04%	Maintained
677	SGA Strategic Global Advisors Newport Beach, California	$279K	+$14.2K	1	0.05%	Increased
678	KCM KRS Capital Management Bloomfield, Michigan	$272K	-$235K	1	0.38%	Reduced
679	WWM Wolff Wiese Magana Carslbad, California	$268K	-$44.2K	3	0.22%	Reduced
680	IHT Wealth Management Chicago, Illinois	$267K	-$282K	1	0.02%	Reduced
681	Ritholtz Wealth Management New York	$267K	-$117K	1	0.01%	Reduced
682	RIA Realta Investment Advisors Wilmington, Delaware	$263K	+$361K	1	0.07%	New
683	TCTC Holdings Dallas, Texas	$260K	$0	1	0.01%	Maintained
684	RHBC R.H. Bluestein & Co Birmingham, Michigan	$256K	$0	1	0.02%	Maintained
685	YWP YorkBridge Wealth Partners New York	$255K	+$21K	1	0.07%	Increased
686	WA Waddell & Associates Memphis, Tennessee	$249K	$0	1	0.05%	Maintained
687	F.L. Putnam Investment Management Lynnfield, Massachusetts	$248K	+$282K	1	0.01%	New
688	TFS Thoroughbred Financial Services Brentwood, Tennessee	$247K	-$186K	1	0.05%	Reduced
689	HA Herold Advisors New York	$243K	$0	1	0.12%	Maintained
690	SWM SeaCrest Wealth Management Purchase, New York	$243K	-$168K	1	0.04%	Reduced
691	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$242K	+$74.6K	1	0.01%	Increased
692	FFL Future Fund LLC Chicago, Illinois	$240K	-$11K	1	0.48%	Reduced
693	Heritage Investors Management Corp Bethesda, Maryland	$236K	+$4.79K	1	0.01%	Increased
694	NFSG Newbridge Financial Services Group Boca Raton, Florida	$236K	+$87.2K	4	0.14%	Increased
695	Avior Wealth Management Omaha, Nebraska	$234K	-$120K	2	0.02%	Reduced
696	NFG Nations Financial Group Cedar Rapids, Iowa	$234K	-$16.6K	1	0.03%	Reduced
697	MCM Maryland Capital Management Towson, Maryland	$226K	-$318K	1	0.02%	Reduced
698	GIPM G2 Investment Partners Management New York	$224K	-$845K	1	0.07%	Reduced
699	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$224K	+$244K	1	0%	Increased
700	CIM CIM Investment Management Pittsburgh, Pennsylvania	$222K	-$102K	1	0.1%	Reduced