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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	CT Coastline Trust Providence, Rhode Island	$251K	-$92.2K	1	0.03%	Reduced
727	Veritable Wilmington, Delaware	$250K	+$15.3K	1	0%	Increased
728	Robertson Stephens Wealth Management San Francisco, California	$247K	-$208K	1	0.03%	Reduced
729	Vestmark Advisory Solutions Wakefield, Massachusetts	$246K	-$76.2K	1	0.02%	Reduced
730	WR WD Rutherford Portland, Oregon	$246K	$0	1	0.13%	Maintained
731	MCM Maryland Capital Management Towson, Maryland	$244K	+$16K	1	0.01%	Increased
732	ACI AMP Capital Investors Sydney, Australia	$243K	+$164K	2	0%	Increased
733	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$243K	-$396K	1	0.11%	Reduced
734	CI Cigna Investments Bloomfield, Connecticut	$238K	-$238K	1	0.02%	Reduced
735	PCS Personal CFO Solutions Chester, New Jersey	$237K	+$272K	1	0.05%	New
736	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$236K	+$257K	1	0%	New
737	Vestcor Inc Fredericton, New Brunswick, Canada	$236K	$0	1	0.01%	Maintained
738	HCM Hilton Capital Management Garden City, New York	$235K	-$34K	1	0.02%	Reduced
739	RegentAtlantic Capital Morristown, New Jersey	$235K	$0	1	0.01%	Maintained
740	AIA Angeles Investment Advisors Santa Monica, California	$231K	+$250K	1	0.01%	New
741	Jump Financial Chicago, Illinois	$230K	-$331K	2	0.02%	Reduced
742	TC Truvestments Capital Sarasota, Florida	$228K	+$4.52K	2	0.13%	Increased
743	VI Versor Investments New York	$228K	+$248K	1	0.01%	New
744	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$225K	$0	1	0.11%	Maintained
745	IRF IBM Retirement Fund Armonk, New York	$223K	$0	1	0.02%	Maintained
746	Empirical Wealth Management Seattle, Washington	$219K	-$19.4K	1	0.01%	Reduced
747	CCM Compton Capital Management Providence, Rhode Island	$217K	+$2.1K	1	0.06%	Increased
748	FHC First Heartland Consultants Lake St. Louis, Missouri	$217K	+$7.77K	1	0.03%	Increased
749	HIA Harbor Investment Advisory Lutherville, Maryland	$217K	$0	4	0.03%	Maintained
750	Tidal Investments Milwaukee, Wisconsin	$212K	-$16K	1	0.01%	Reduced