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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	Allianz Asset Management Munich, Germany	$289K	-$1.42M	1	0%	Reduced
752	VAM Verity Asset Management Durham, North Carolina	$288K	+$31.8K	1	0.11%	Increased
753	Chicago Capital Chicago, Illinois	$287K	$0	1	0.01%	Maintained
754	Clearstead Advisors Cleveland, Ohio	$286K	-$190K	4	0%	Reduced
755	JIP Jaffetilchin Investment Partners Tampa, Florida	$285K	+$252K	3	0.02%	New
756	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$282K	-$3.48M	1	0%	Reduced
757	Aristeia Capital Greenwich, Connecticut	$281K	-$925K	1	0.01%	Reduced
758	NewEdge Wealth Pittsburgh, Pennsylvania	$276K	-$19.3K	1	0.01%	Reduced
759	HighPoint Advisor Group Downers Grove, Illinois	$275K	+$252K	2	0.02%	New
760	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$274K	+$235K	1	0.03%	New
761	SWA Stratos Wealth Advisors Beachwood, Ohio	$273K	$0	1	0.01%	Maintained
762	AIA Group Hong Kong	$269K	-$81.3K	1	0.01%	Reduced
763	LWM Lyell Wealth Management Menlo Park, California	$267K	$0	1	0.02%	Maintained
764	TCTC Holdings Dallas, Texas	$267K	$0	1	0.01%	Maintained
765	Beacon Pointe Advisors Newport Beach, California	$262K	-$19.3K	1	0%	Reduced
766	Geneos Wealth Management Englewood, Colorado	$257K	+$18.2K	4	0.01%	Increased
767	NICM Neo Ivy Capital Management New York	$256K	+$209K	1	0.08%	Increased
768	BWG Balanced Wealth Group Westlake, Ohio	$255K	$0	1	0.11%	Maintained
769	HA Herold Advisors New York	$254K	$0	1	0.06%	Maintained
770	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$254K	$0	1	0.16%	Maintained
771	Caprock Group Boise, Idaho	$252K	-$256K	1	0.01%	Reduced
772	CFM Catalyst Funds Management Sydney NSW, Australia	$251K	-$146K	3	0.06%	Reduced
773	SPM Symmetry Peak Management Radnor, Pennsylvania	$250K	+$172K	1	0.11%	Increased
774	TD Waterhouse Canada Toronto, Ontario, Canada	$246K	+$92.9K	6	0%	Increased
775	TW Trajan Wealth Scottsdale, Arizona	$245K	+$210K	1	0.01%	New