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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
776	RCA Ranch Capital Advisors Sarasota, Florida	$256K	-$156K	3	0.17%	Reduced
777	MCM Maryland Capital Management Towson, Maryland	$253K	+$257K	1	0.02%	New
778	Asset Management One Tokyo, Japan	$252K	-$248K	2	0%	Reduced
779	Vestcor Inc Fredericton, New Brunswick, Canada	$252K	$0	1	0.01%	Maintained
780	HIS Horizon Investment Services Hammond, Indiana	$250K	+$253K	1	0.13%	New
781	PA PFG Advisors Phoenix, Arizona	$250K	-$10K	1	0.03%	Reduced
782	EFS Essex Financial Services Essex, Connecticut	$242K	+$245K	1	0.04%	New
783	TCTC Holdings Dallas, Texas	$242K	$0	1	0.01%	Maintained
784	WIA Wealthstreet Investment Advisors Dallas, Texas	$241K	$0	1	0.02%	Maintained
785	ECM Everence Capital Management Goshen, Indiana	$240K	$0	1	0.02%	Maintained
786	AAP Ardsley Advisory Partners Stamford, Connecticut	$239K	+$227K	1	0.03%	New
787	CAAS Capital Asset Advisory Services Williamston, Michigan	$236K	+$12K	1	0.04%	Increased
788	CCM Compton Capital Management Providence, Rhode Island	$235K	$0	1	0.07%	Maintained
789	HIA Harbor Investment Advisory Lutherville, Maryland	$233K	-$34.2K	4	0.04%	Reduced
790	NFSG Newbridge Financial Services Group Boca Raton, Florida	$231K	+$212K	5	0.17%	Increased
791	Great Lakes Advisors Chicago, Illinois	$229K	$0	1	0%	Maintained
792	NFG Nations Financial Group Cedar Rapids, Iowa	$229K	+$241K	1	0.05%	New
793	Meitav Investment House Bene-Beraq, Israel	$228K	-$763K	1	0.01%	Reduced
794	SFO Standard Family Office Sioux Falls, South Dakota	$226K	-$100K	2	0.05%	Reduced
795	MAP Milestone Advisory Partners Southern Pines, North Carolina	$225K	+$270K	1	0.12%	New
796	Quadrant Capital Group Cincinnati, Ohio	$225K	+$16.6K	5	0.04%	Increased
797	Walleye Capital New York	$222K	+$226K	1	0.01%	New
798	Diversified Trust Memphis, Tennessee	$221K	-$1.32M	1	0.01%	Reduced
799	Verition Fund Management Greenwich, Connecticut	$218K	-$1.3M	1	0%	Reduced
800	Fifth Third Bancorp Cincinnati, Ohio	$217K	-$102K	4	0%	Reduced