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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	Rakuten Investment Management Tokyo, Japan	$300K	+$272K	1	0%	New
702	SMH Sanders Morris Harris Houston, Texas	$297K	$0	1	0.05%	Maintained
703	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$294K	+$42K	1	0.19%	Increased
704	VAM Verity Asset Management Durham, North Carolina	$291K	+$242K	1	0.16%	New
705	PTC Petrus Trust Company Dallas, Texas	$289K	-$390K	1	0.03%	Reduced
706	TC TownSquare Capital Provo, Utah	$284K	-$41.3K	1	0%	Reduced
707	VSQM V-Square Quantitative Management Chicago, Illinois	$283K	$0	1	0.04%	Maintained
708	SCM SKBA Capital Management San Francisco, California	$279K	$0	1	0.04%	Maintained
709	Western Wealth Management Golden, Colorado	$279K	-$4.93K	1	0.02%	Reduced
710	Magnetar Financial Evanston, Illinois	$278K	+$274K	1	0.01%	New
711	CMF Counterpoint Mutual Funds San Diego, California	$276K	+$134K	1	0.07%	Increased
712	Perigon Wealth Management San Francisco, California	$274K	+$292K	2	0.01%	New
713	Avantax Planning Partners Dubuque, Iowa	$272K	+$246K	1	0.01%	New
714	AIA Angeles Investment Advisors Santa Monica, California	$269K	+$47.1K	2	0.01%	Increased
715	HIG Heritage Investment Group Pompano Beach, Florida	$267K	+$242K	1	0.06%	New
716	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$267K	+$241K	1	0.03%	New
717	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$267K	+$241K	1	0.03%	New
718	CC Cipher Capital New York	$266K	-$94.3K	1	0.12%	Reduced
719	IFP Advisors Tampa, Florida	$259K	+$53.5K	9	0.01%	Increased
720	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$259K	+$4.46K	1	0.17%	New
721	VCA Verdence Capital Advisors Hunt Valley, Maryland	$257K	+$7.2K	2	0.02%	Increased
722	BCM Bayesian Capital Management Brooklyn, New York	$256K	+$224K	1	0.02%	Increased
723	GCM Gallacher Capital Management Lone Tree, Colorado	$250K	-$1.91K	1	0.13%	Reduced
724	NC nVerses Capital Wellington, Florida	$244K	+$227K	5	0.59%	New
725	IC Innealta Capital Austin, Texas	$242K	+$258K	1	0.1%	New