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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
851	HPM Hudson Portfolio Management Garrison, New York	$98K	-$17.2K	1	0.09%	Reduced
852	Sigma Planning Corp Ann Arbor, Michigan	$98K	-$250K	1	0%	Reduced
853	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$94K	-$25.7K	2	0.01%	Reduced
854	PTC Private Trust Company Cleveland, Ohio	$93K	$0	1	0.01%	Maintained
855	HS HighVista Strategies Boston, Massachusetts	$92K	$0	1	0.06%	Maintained
856	EIP Ellis Investment Partners Berwyn, Pennsylvania	$91K	-$2.31M	2	0.02%	Reduced
857	MA MONECO Advisors Fairfield, Connecticut	$91K	-$13.7K	1	0.04%	Reduced
858	RM Resource Management Metairie, Louisiana	$91K	$0	1	0.01%	Maintained
859	AssetMark Inc Concord, California	$90K	-$83.3K	3	0%	Reduced
860	GCIA Gabelli & Co Investment Advisers Rye, New York	$90K	+$92.2K	1	0.01%	New
861	IC Inscription Capital Houston, Texas	$89K	+$95.2K	1	0.03%	New
862	WFI West Family Investments Carlsbad, California	$89K	-$56.1K	1	0.02%	Reduced
863	AAM Auxier Asset Management Aurora, Oregon	$88K	$0	1	0.01%	Maintained
864	IRC Investors Research Corp Atlanta, Georgia	$88K	-$63.1K	6	0.03%	Reduced
865	OWA Octavia Wealth Advisors Cincinnati, Ohio	$88K	+$17	1	0.02%	Increased
866	TF TimeScale Financial Danvers, Massachusetts	$88K	$0	3	0.02%	Maintained
867	CCA Checchi Capital Advisers Beverly Hills, California	$85K	$0	1	0.01%	Maintained
868	HWA HCR Wealth Advisors Los Angeles, California	$85K	$0	1	0.01%	Maintained
869	JFA JNBA Financial Advisors Bloomington, Minnesota	$85K	$0	2	0.01%	Maintained
870	PCM Pinz Capital Management New York	$83K	-$105K	1	0.04%	Reduced
871	QC QCM Cayman Houston, Texas	$83K	-$1.15M	1	0.23%	Reduced
872	RCM Radnor Capital Management Wayne, Pennsylvania	$83K	$0	1	0.05%	Maintained
873	FMP Financial Management Professionals Austin, Texas	$82K	$0	3	0.02%	Maintained
874	HR Howe & Rusling Rochester, New York	$82K	+$11.7K	3	0.01%	Increased
875	Kingsview Wealth Management Grants Pass, Oregon	$79K	+$17.3K	1	0%	Increased