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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	PPC Park Place Capital Homewood, Alabama	$241K	-$16.1K	5	0.07%	Reduced
702	Empirical Wealth Management Seattle, Washington	$241K	-$4.03M	1	0.01%	Reduced
703	Belvedere Trading Chicago, Illinois	$240K	-$74.5K	3	0%	Reduced
704	Beacon Pointe Advisors Newport Beach, California	$239K	-$56.5K	1	0%	Reduced
705	HA Herold Advisors New York	$237K	-$74.2K	1	0.07%	Reduced
706	SWA Stratos Wealth Advisors Beachwood, Ohio	$236K	+$172K	1	0.02%	New
707	SCM SKBA Capital Management San Francisco, California	$235K	+$171K	1	0.04%	New
708	Western Wealth Management Golden, Colorado	$234K	+$170K	1	0.02%	New
709	VWM Venturi Wealth Management Austin, Texas	$231K	+$12.6K	1	0.02%	Increased
710	Palisade Capital Management Fort Lee, New Jersey	$229K	-$27.6K	1	0.01%	Reduced
711	CIBC Asset Management Toronto, Ontario, Canada	$229K	-$45.9K	1	0%	Reduced
712	CB Centennial Bank Conway, Arkansas	$227K	$0	1	0.15%	Maintained
713	Steward Partners Investment Advisory New York	$227K	-$113K	5	0%	Reduced
714	SteelPeak Wealth Woodland Hills, California	$225K	+$241K	1	0.01%	New
715	HIG Heritage Investment Group Pompano Beach, Florida	$225K	+$164K	1	0.06%	New
716	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$225K	+$163K	1	0.03%	New
717	TCM Teza Capital Management Chicago, Illinois	$222K	-$1.49M	1	0.04%	Reduced
718	GCIA Gabelli & Co Investment Advisers Rye, New York	$218K	+$55.1K	1	0.04%	Increased
719	QIM Quantitative Investment Management Charlottesville, Virginia	$215K	-$174K	1	0.02%	Reduced
720	Central Trust Company Jefferson City, Missouri	$212K	+$82.5K	3	0.01%	Increased
721	CP Covenant Partners Nashville, Tennessee	$210K	-$3.51K	1	0.08%	Reduced
722	FFP FourThought Financial Partners Venice, Florida	$210K	+$153K	1	0.03%	New
723	EBA Eagle Bay Advisors New York	$208K	-$44.5K	3	0.12%	Reduced
724	WMA West Michigan Advisors Holland, Michigan	$206K	+$150K	1	0.08%	New
725	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$205K	-$289K	3	0%	Reduced