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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	FHC First Heartland Consultants Lake St. Louis, Missouri	$238K	+$236K	1	0.04%	New
702	SOW State of Wyoming Cheyenne, Wyoming	$236K	-$4.76K	4	0.08%	Reduced
703	Heritage Investors Management Corp Bethesda, Maryland	$234K	-$3.48K	1	0.01%	Reduced
704	EPM Equitec Proprietary Markets Chicago, Illinois	$234K	+$57.2K	1	0.07%	Increased
705	HA Herold Advisors New York	$233K	-$12.4K	1	0.1%	Reduced
706	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$232K	+$231K	1	0.13%	New
707	ACM Acrisure Capital Management Austin, Texas	$232K	+$247K	1	0.26%	New
708	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$230K	+$204K	1	0.09%	New
709	AIA Angeles Investment Advisors Santa Monica, California	$229K	+$203K	1	0.02%	New
710	AssetMark Inc Concord, California	$227K	+$21.1K	4	0%	Increased
711	NFSG Newbridge Financial Services Group Boca Raton, Florida	$221K	-$17.2K	4	0.13%	Reduced
712	IEQ Capital Foster City, California	$219K	+$217K	1	0.01%	New
713	Gabelli Funds Rye, New York	$217K	$0	1	0%	Maintained
714	Global Retirement Partners San Rafael, California	$215K	-$35K	6	0.01%	Reduced
715	SWM SeaCrest Wealth Management Purchase, New York	$215K	-$28.5K	1	0.03%	Reduced
716	SAM Strategy Asset Managers Pasadena, California	$213K	-$21.1K	1	0.05%	Reduced
717	CAAS Capital Asset Advisory Services Williamston, Michigan	$212K	-$413K	1	0.02%	Reduced
718	MAM Marketfield Asset Management New York	$210K	+$186K	1	0.2%	New
719	HCM Hilton Capital Management Garden City, New York	$210K	$0	1	0.03%	Maintained
720	HC Henshaw Capital Woburn, Massachusetts	$206K	$0	1	0.01%	Maintained
721	CNC Canandaigua National Corp Canandaigua, New York	$204K	+$181K	1	0.03%	New
722	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$203K	+$201K	1	0%	New
723	Confluence Wealth Services Mcmurray, Pennsylvania	$202K	+$200K	1	0.05%	New
724	D.A. Davidson & Co Great Falls, Montana	$201K	-$161K	1	0%	Reduced
725	Y-Intercept (HK) Hong Kong	$201K	+$193K	1	0.03%	Increased