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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
751	BCM Bluefin Capital Management New York	$233K	+$235K	1	0.01%	New
752	WIA Wealthstreet Investment Advisors Dallas, Texas	$233K	+$196K	1	0.02%	New
753	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$228K	+$177K	1	0.07%	New
754	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$226K	+$206K	1	0.09%	New
755	CAAS Capital Asset Advisory Services Williamston, Michigan	$226K	+$113K	4	0.04%	Increased
756	GH GAM Holding Zurich, Switzerland	$226K	-$31.5K	1	0.01%	Reduced
757	Laurion Capital Management New York	$225K	+$204K	1	0%	New
758	Cresset Asset Management Chicago, Illinois	$218K	-$7.03K	1	0%	Reduced
759	GIA Granite Investment Advisors Concord, New Hampshire	$216K	+$196K	1	0.04%	New
760	MSAM Moloney Securities Asset Management Manchester, Missouri	$216K	-$491K	1	0.05%	Reduced
761	ECM Everence Capital Management Goshen, Indiana	$213K	$0	1	0.02%	Maintained
762	LTI Laffer Tengler Investments Nashville, Tennessee	$213K	+$177K	2	0.09%	New
763	IAIM International Assets Investment Management Orlando, Florida	$211K	+$94.3K	6	0.04%	Increased
764	KIA KCM Investment Advisors Greenbrae, California	$210K	+$191K	1	0.01%	New
765	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$209K	+$82.6K	5	0.01%	Increased
766	Quadrant Capital Group Cincinnati, Ohio	$208K	-$23.8K	5	0.04%	Reduced
767	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$206K	+$173K	1	0.06%	New
768	BMC Beaton Management Company Haverhill, Massachusetts	$206K	+$187K	1	0.15%	New
769	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$205K	-$25.7K	1	0.06%	Reduced
770	PHK Point72 Hong Kong Hong Kong	$205K	-$339K	5	0.01%	Reduced
771	AAM Azzad Asset Management Falls Church, Virginia	$203K	-$18.3K	1	0.04%	Reduced
772	BWM BerganKDV Wealth Management Bloomington, Minnesota	$201K	+$42.7K	3	0.03%	Increased
773	B. Metzler seel. Sohn & Co Frankfurt, Germany	$200K	+$182K	1	0%	New
774	CGA Crescent Grove Advisors Lake Forest, Illinois	$196K	-$39.4K	1	0.03%	Reduced
775	VCG Vantage Consulting Group Virginia Beach, Virginia	$196K	+$179K	6	0.02%	New