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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	PCM Parsons Capital Management Providence, Rhode Island	$400K	$0	1	0.03%	Maintained
702	PM Parametrica Management Wanchai, Hong Kong	$399K	+$376K	1	0.47%	New
703	PA PSI Advisors Tampa, Florida	$399K	-$10.5K	1	0.12%	Reduced
704	PCA Prosperity Capital Advisors Westlake, Ohio	$397K	$0	1	0.03%	Maintained
705	Brevan Howard Capital Management St. Helier, Jersey	$397K	-$1.43M	2	0%	Reduced
706	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$395K	-$95.2K	1	0.03%	Reduced
707	Farther Finance Advisors San Francisco, California	$394K	+$90.2K	8	0.01%	Increased
708	HIG Heritage Investment Group Pompano Beach, Florida	$392K	$0	1	0.07%	Maintained
709	Americana Partners Houston, Texas	$389K	$0	1	0.03%	Maintained
710	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$383K	$0	1	0.04%	Maintained
711	Journey Strategic Wealth Summit, New Jersey	$381K	+$18.2K	1	0.01%	Increased
712	SWM SeaCrest Wealth Management Purchase, New York	$378K	+$28K	1	0.04%	Increased
713	KB Kimelman & Baird New York	$377K	$0	2	0.03%	Maintained
714	IFP Advisors Tampa, Florida	$372K	+$18.5K	10	0.01%	Increased
715	SMH Sanders Morris Harris Houston, Texas	$370K	$0	1	0.06%	Maintained
716	Larson Financial Group St Louis, Missouri	$369K	+$21.1K	6	0.02%	Increased
717	VSQM V-Square Quantitative Management Chicago, Illinois	$365K	$0	1	0.05%	Maintained
718	Resona Asset Management Koto-Ku,tokyo, Japan	$363K	+$349K	1	0%	New
719	LGT Group Foundation Vaduz, Liechtenstein	$362K	-$8.53M	1	0.01%	Reduced
720	1WA 180 Wealth Advisors Federal Way, Washington	$359K	+$65.7K	1	0.06%	Increased
721	HBS Howard Bailey Securities Fort Wayne, Indiana	$358K	+$301K	1	0.14%	New
722	AIA Angeles Investment Advisors Santa Monica, California	$358K	$0	2	0.02%	Maintained
723	BC Bridgefront Capital Austin, Texas	$353K	-$158K	1	0.14%	Reduced
724	WMA West Michigan Advisors Holland, Michigan	$353K	$0	1	0.11%	Maintained
725	OIA Optimum Investment Advisors Chicago, Illinois	$347K	+$209K	1	0.15%	Increased