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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
701	FFG Frisch Financial Group Melville, New York	$207K	+$228K	1	0.09%	New
702	GH GAM Holding Zurich, Switzerland	$206K	+$228K	1	0.01%	New
703	Bailard Foster City, California	$203K	+$88.8K	1	0.01%	Increased
704	CCG Ceeto Capital Group Coral Gables, Florida	$203K	$0	1	0.11%	Maintained
705	Quadrant Capital Group Cincinnati, Ohio	$203K	+$74.4K	5	0.04%	Increased
706	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$203K	$0	1	0.11%	Maintained
707	RegentAtlantic Capital Morristown, New Jersey	$202K	+$267K	1	0.01%	New
708	Veritable Wilmington, Delaware	$202K	-$18.8K	1	0%	Reduced
709	CT Coastline Trust Providence, Rhode Island	$201K	$0	1	0.03%	Maintained
710	PP Pacifica Partners Surrey, Canada	$200K	-$13.3K	1	0.22%	Reduced
711	I2I Insight 2811 Inc Chicago, Illinois	$199K	-$4.95K	1	0.12%	Reduced
712	Asset Management One Tokyo, Japan	$194K	-$71.8K	1	0%	Reduced
713	Mitsubishi UFJ Asset Management Tokyo, Japan	$191K	+$13.2K	1	0%	Increased
714	Raymond James Trust St. Petersburg, Florida	$190K	+$33.7K	1	0.01%	Increased
715	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$188K	-$506K	1	0.17%	Reduced
716	Fifth Third Bancorp Cincinnati, Ohio	$184K	+$100K	4	0%	Increased
717	HIA Harbor Investment Advisory Lutherville, Maryland	$183K	+$24.8K	4	0.04%	Increased
718	Vestcor Inc Fredericton, New Brunswick, Canada	$183K	$0	1	0.01%	Maintained
719	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$177K	$0	1	0.13%	Maintained
720	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$166K	-$5.83K	1	0.02%	Reduced
721	&Partners Nashville, Tennessee	$166K	$0	1	0.17%	Maintained
722	CIA CSat Investment Advisory Detroit, Michigan	$165K	-$64.7K	2	0.01%	Reduced
723	SFS Strategic Financial Services Utica, New York	$164K	$0	1	0.02%	Maintained
724	Cullen/Frost Bankers San Antonio, Texas	$160K	+$485	3	0%	Increased
725	EI Ellevest Inc New York	$156K	+$12.6K	3	0.03%	Increased