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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	HC Henshaw Capital Woburn, Massachusetts	$612K	+$195K	2	0.03%	Increased
702	HoyleCohen San Diego, California	$611K	-$425K	2	0.05%	Reduced
703	Vestmark Advisory Solutions Wakefield, Massachusetts	$603K	+$299K	2	0.03%	Increased
704	Point72 Hong Kong Hong Kong	$596K	-$1.27M	4	0.02%	Reduced
705	Ancora Advisors Cleveland, Ohio	$593K	$0	1	0.01%	Maintained
706	Beacon Pointe Advisors Newport Beach, California	$590K	+$11.7K	1	0.02%	Increased
707	CIM Chiron Investment Management New York	$589K	+$472K	1	0.06%	New
708	Allstate Corporation Northbrook, Illinois	$586K	-$142K	1	0.01%	Reduced
709	DF Donoghue Forlines Boston, Massachusetts	$586K	-$497K	1	0.1%	Reduced
710	Pzena Investment Management New York	$586K	+$160K	1	0%	Increased
711	First Commonwealth Financial Corp Indiana, Pennsylvania	$583K	$0	1	0.19%	Maintained
712	Bellecapital Zurich, Switzerland	$581K	-$5.66K	1	0.17%	Reduced
713	Fort Sheridan Advisors Highland Park, Illinois	$579K	+$126K	1	0.17%	Increased
714	OWM OneAscent Wealth Management Birmingham, Alabama	$574K	+$538K	1	1.43%	New
715	Weiss Asset Management Boston, Massachusetts	$574K	+$528K	1	0.01%	New
716	180 Wealth Advisors Federal Way, Washington	$571K	+$22.4K	2	0.13%	Increased
717	JB Capital Wethersfield, Connecticut	$561K	+$483K	1	0.05%	New
718	WAM Watershed Asset Management San Francisco, California	$560K	+$498K	2	0.5%	New
719	SevenBridge Financial Group Harrisburg, Pennsylvania	$553K	-$3.64K	1	0.17%	Reduced
720	CMT Capital Markets Trading Frankfurt, Germany	$543K	+$509K	1	0%	New
721	CreativeOne Wealth Overland Park, Kansas	$540K	+$13.2K	2	0.03%	Increased
722	FRM Fox Run Management Greenwich, Connecticut	$540K	+$462K	2	0.32%	New
723	NWAM LLC Mercer Island, Washington	$540K	-$52K	1	0.04%	Reduced
724	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$537K	+$64K	2	0.02%	Increased
725	Roundview Capital Princeton, New Jersey	$530K	+$487K	1	0.05%	New