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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
801	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$208K	-$533K	1	0.04%	Reduced
802	Credit Agricole Montrouge Cedex, France	$207K	+$62.2K	4	0%	Increased
803	Kayne Anderson Rudnick Investment Management Los Angeles, California	$206K	+$14.6K	3	0%	Increased
804	JSL JT Stratford LLC Gainesville, Georgia	$206K	-$6.2K	1	0.04%	Reduced
805	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$204K	+$175K	1	0.01%	New
806	GSC Ground Swell Capital Folly Beach, South Carolina	$203K	-$54.2K	1	0.18%	Reduced
807	FWM Forza Wealth Management Sarasota, Florida	$201K	+$169K	1	0.09%	New
808	RK Capital Management (Florida) Weston, Florida	$201K	+$184K	1	0%	New
809	OA Operose Advisors Milwaukee, Wisconsin	$198K	$0	1	0.06%	Maintained
810	AWA Aaron Wealth Advisors Chicago, Illinois	$196K	+$119K	1	0.02%	Increased
811	CPA Capital Performance Advisors Walnut Creek, California	$193K	+$167K	8	0.06%	New
812	Waverly Advisors Birmingham, Alabama	$192K	+$156	1	0%	Increased
813	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$186K	+$25.1K	1	0.1%	Increased
814	DCM DGS Capital Management Jersey City, New Jersey	$185K	-$14.6K	1	0.05%	Reduced
815	GA Greenspring Advisors Towson, Maryland	$184K	$0	1	0.04%	Maintained
816	MM MQS Management New York	$178K	+$66.1K	1	0.1%	Increased
817	ACM Adalta Capital Management New York	$178K	$0	1	0.09%	Maintained
818	Jones Financial Companies Des Peres, Missouri	$177K	+$113K	6	0%	Increased
819	Arax Advisory Partners Denver, Colorado	$172K	+$1.88K	6	0.02%	Increased
820	Deerfield Management New York	$171K	-$82.7K	1	0%	Reduced
821	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$171K	-$2.74M	1	0.02%	Reduced
822	1IA 1620 Investment Advisors Plymouth, Massachusetts	$170K	-$14.1K	1	0.12%	Reduced
823	NFSG Newbridge Financial Services Group Boca Raton, Florida	$169K	-$98.9K	1	0.06%	Reduced
824	Brown Brothers Harriman & Co New York	$166K	+$19.4K	3	0%	Increased
825	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$166K	+$154K	1	0.02%	New