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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
726	FPF First Pacific Financial Vancouver, Washington	$314K	+$37.1K	1	0.17%	Increased
727	WSCM Wellington Shields Capital Management New York	$313K	+$303K	1	0.04%	New
728	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$312K	+$21K	1	0.03%	Increased
729	CP Covenant Partners Nashville, Tennessee	$307K	-$11.1K	1	0.12%	Reduced
730	Bailard Foster City, California	$306K	+$88.9K	1	0.01%	Increased
731	FSA Fort Sheridan Advisors Highland Park, Illinois	$304K	+$295K	1	0.1%	New
732	SOW State of Wyoming Cheyenne, Wyoming	$300K	+$291K	3	0.19%	New
733	FAM Formidable Asset Management Cincinnati, Ohio	$298K	-$91.2K	1	0.06%	Reduced
734	ECM Everence Capital Management Goshen, Indiana	$297K	$0	1	0.02%	Maintained
735	Bank Julius Baer & Co Zurich, Switzerland	$296K	+$108K	1	0%	Increased
736	Veritable Wilmington, Delaware	$289K	$0	1	0%	Maintained
737	CFGS Concourse Financial Group Securities Birmingham, Alabama	$287K	+$88K	4	0.02%	Increased
738	APA Allegiant Private Advisors Sarasota, Florida	$284K	$0	1	0.05%	Maintained
739	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$283K	-$158K	1	0.01%	Reduced
740	RCA Ranch Capital Advisors Sarasota, Florida	$277K	+$8.91K	2	0.17%	Increased
741	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$275K	$0	1	0.13%	Maintained
742	CNC Canandaigua National Corp Canandaigua, New York	$274K	-$27.1K	1	0.04%	Reduced
743	TC Truvestments Capital Sarasota, Florida	$269K	+$15.1K	2	0.15%	Increased
744	HCM Hilton Capital Management Garden City, New York	$268K	+$34.1K	1	0.03%	Increased
745	RHBC R.H. Bluestein & Co Birmingham, Michigan	$266K	$0	1	0.01%	Maintained
746	Fort Washington Investment Advisors Cincinnati, Ohio	$265K	$0	1	0%	Maintained
747	Empirical Wealth Management Seattle, Washington	$263K	+$255K	1	0.02%	New
748	Y-Intercept (HK) Hong Kong	$263K	-$670K	1	0.07%	Reduced
749	Vestcor Inc Fredericton, New Brunswick, Canada	$262K	$0	1	0.01%	Maintained
750	I2I Insight 2811 Inc Chicago, Illinois	$260K	+$38.6K	1	0.15%	Increased