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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	Baird Financial Group Milwaukee, Wisconsin	$221K	-$1.26M	1	0%	Reduced
702	RT Rockland Trust Hanover, Massachusetts	$217K	$0	1	0.02%	Maintained
703	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$214K	$0	1	0.01%	Maintained
704	Diversified Trust Memphis, Tennessee	$213K	-$230K	1	0.01%	Reduced
705	HFS Heritage Financial Services Westwood, Massachusetts	$213K	$0	1	0.13%	Maintained
706	SPM Saddle Point Management New York	$213K	+$258K	1	7.36%	New
707	SOW State of Wyoming Cheyenne, Wyoming	$213K	-$224K	4	0.11%	Reduced
708	EI Ellevest Inc New York	$211K	-$25.6K	5	0.02%	Reduced
709	PTC Petrus Trust Company Dallas, Texas	$211K	+$255K	1	0.03%	New
710	TD Asset Management Toronto, Ontario, Canada	$211K	+$491	2	0%	Increased
711	HCM Hilton Capital Management Garden City, New York	$210K	+$222K	1	0.03%	New
712	Panagora Asset Management Boston, Massachusetts	$210K	-$213K	1	0%	Reduced
713	VWM Venturi Wealth Management Austin, Texas	$209K	+$3.3K	1	0.02%	Increased
714	BLC Brown, Lisle/Cummings Providence, Rhode Island	$209K	$0	2	0.12%	Maintained
715	Bridgeway Capital Management Houston, Texas	$208K	-$101K	1	0.01%	Reduced
716	HC Henshaw Capital Woburn, Massachusetts	$204K	$0	1	0.02%	Maintained
717	CP Covenant Partners Nashville, Tennessee	$203K	-$6.87K	1	0.1%	Reduced
718	WR WD Rutherford Portland, Oregon	$196K	$0	1	0.16%	Maintained
719	CFGS Concourse Financial Group Securities Birmingham, Alabama	$195K	-$5.63K	4	0.02%	Reduced
720	AssetMark Inc Concord, California	$192K	+$15.1K	4	0%	Increased
721	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$191K	-$114K	1	0.06%	Reduced
722	VanEck Associates New York	$188K	+$20.1K	1	0%	Increased
723	AWM Alterna Wealth Management Houston, Texas	$184K	+$11K	1	0.22%	Increased
724	HIA Harbor Investment Advisory Lutherville, Maryland	$180K	$0	3	0.03%	Maintained
725	NICM Neo Ivy Capital Management New York	$180K	+$230K	2	0.47%	New