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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	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$1.05M	+$81K	1	0.01%	Increased
677	GFA Gifford Fong Associates Lafayette, California	$1.04M	$0	1	0.26%	Maintained
678	MCP Militia Capital Partners Las Vegas, Nevada	$1.03M	+$903K	2	0.57%	New
679	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$1.03M	+$195K	1	0.04%	Increased
680	CIBC World Markets New York	$1.03M	+$810K	3	0.01%	New
681	Coldstream Capital Management Bellevue, Washington	$1.03M	+$22.3K	3	0.02%	Increased
682	Fifth Third Wealth Advisors Cincinnati, Ohio	$1.02M	+$209K	3	0.06%	Increased
683	Quadrature Capital London, United Kingdom	$1.01M	+$641K	1	0.02%	Increased
684	National Bank of Canada Montreal, Quebec, Canada	$1.01M	+$644K	5	0%	Increased
685	Oppenheimer & Co New York	$1.01M	+$35.6K	3	0.02%	Increased
686	PAWC P.A.W. Capital Greenwich, Connecticut	$1.01M	+$935K	1	1.92%	New
687	MC MIG Capital Newport Beach, California	$1M	+$842K	3	0.1%	New
688	MFS Mirabella Financial Services London, United Kingdom	$1M	+$1.01M	1	0.09%	New
689	MFG MidWestOne Financial Group Iowa City, Iowa	$1M	-$104K	1	0.14%	Reduced
690	SC Savoie Capital Chicago, Illinois	$997K	$0	1	0.12%	Maintained
691	SFI Siemens Fonds Invest Munich, Germany	$993K	$0	1	0.07%	Maintained
692	Confluence Wealth Services Mcmurray, Pennsylvania	$975K	+$390K	1	0.06%	Increased
693	Avantax Advisory Services Dallas, Texas	$966K	+$745K	5	0.01%	Increased
694	BCA Bay Colony Advisors Concord, Massachusetts	$950K	+$547K	3	0.14%	Increased
695	ICM Ionic Capital Management New York	$947K	-$1M	1	0.1%	Reduced
696	UMB Bank Kansas City, Missouri	$936K	+$125K	6	0.01%	Increased
697	Pallas Capital Advisors Braintree, Massachusetts	$931K	+$400	2	0.04%	Increased
698	ADL Asset Dedication LLC San Francisco, California	$919K	-$13.4K	3	0.07%	Reduced
699	NL NKCFO LLC Geneva, Illinois	$912K	-$2.12M	2	0.4%	Reduced
700	Stephens Inc Little Rock, Arkansas	$899K	-$113K	2	0.01%	Reduced