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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
826	NGA Naples Global Advisors Naples, Florida	$261K	$0	1	0.03%	Maintained
827	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$259K	$0	1	0.12%	Maintained
828	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$258K	+$12.5K	1	0%	Increased
829	VanEck Associates New York	$258K	+$17.2K	1	0%	Increased
830	A Astrantus Limassol, Cyprus	$250K	+$201K	1	0.19%	New
831	NFSG Newbridge Financial Services Group Boca Raton, Florida	$249K	-$124K	5	0.12%	Reduced
832	RHBC R.H. Bluestein & Co Birmingham, Michigan	$249K	-$58.3K	1	0.01%	Reduced
833	AWG Altus Wealth Group Colorado Springs, Colorado	$246K	$0	1	0.2%	Maintained
834	JIP Jaffetilchin Investment Partners Tampa, Florida	$245K	+$230K	1	0.02%	New
835	Axxcess Wealth Management Carlsbad, California	$244K	+$196K	1	0.02%	New
836	DP Dundas Partners Edinburgh, United Kingdom	$244K	+$218K	1	0.03%	Increased
837	WP WealthSource Partners San Luis Obispo, California	$244K	+$196K	1	0.02%	New
838	Koshinski Asset Management Decatur, Illinois	$243K	+$9.78K	6	0.02%	Increased
839	Ingalls & Snyder LLC New York	$242K	+$194K	1	0.01%	New
840	C Covestor London, United Kingdom	$241K	+$210K	5	0.34%	New
841	EFS Essex Financial Services Essex, Connecticut	$240K	+$207K	1	0.02%	New
842	QC QCM Cayman Houston, Texas	$240K	+$136K	1	1.46%	Increased
843	DBT Dubuque Bank & Trust Dubuque, Iowa	$238K	+$205K	1	0.03%	New
844	Ballentine Partners Waltham, Massachusetts	$237K	-$3.49K	1	0.01%	Reduced
845	KIA KCM Investment Advisors Greenbrae, California	$237K	+$204K	1	0.01%	New
846	RB Renasant Bank Tupelo, Mississippi	$237K	+$190K	1	0.16%	New
847	Fifth Third Bancorp Cincinnati, Ohio	$235K	+$36.3K	5	0%	Increased
848	FEM Fulcrum Equity Management Plano, Texas	$235K	+$188K	1	0.09%	New
849	AIM Alhambra Investment Management Palmetto Bay, Florida	$232K	+$218K	1	0.16%	New
850	CT Cambridge Trust Cambridge, Massachusetts	$231K	+$205K	5	0.01%	New