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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
901	SAM Securian Asset Management St Paul, Minnesota	$5.65M	+$119K	4	0.2%	Increased
902	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$5.64M	+$5.46M	1	0.3%	New
903	CYG Clean Yield Group Norwich, Vermont	$5.61M	-$311K	1	1.39%	Reduced
904	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$5.59M	-$540K	2	0.3%	Reduced
905	HUB Investment Partners Austin, Texas	$5.58M	+$3.22M	6	0.1%	Increased
906	LCM Legato Capital Management San Francisco, California	$5.56M	-$4.78M	5	0.46%	Reduced
907	CCP Clough Capital Partners Boston, Massachusetts	$5.55M	+$3.17M	1	0.45%	Increased
908	Mount Yale Investment Advisors Denver, Colorado	$5.54M	+$2.63M	6	0.1%	Increased
909	CL CSS LLC Chicago, Illinois	$5.49M	+$663K	2	0.21%	Increased
910	ASM AI-Squared Management Hong Kong	$5.49M	-$20.2M	1	2.93%	Reduced
911	HA HHLR Advisors Grand Cayman, Cayman Islands	$5.36M	+$2.36M	2	0.64%	Increased
912	IFG Advisory Atlanta, Georgia	$5.36M	+$4.61M	5	0.19%	Increased
913	AFP Ausdal Financial Partners Davenport, Iowa	$5.31M	+$1.4M	5	0.21%	Increased
914	Wedmont Private Capital West Chester, Pennsylvania	$5.3M	+$537K	5	0.15%	Increased
915	Independent Advisor Alliance Charlotte, North Carolina	$5.27M	+$812K	6	0.12%	Increased
916	VF Virtu Financial New York	$5.24M	-$6.33M	3	0.17%	Reduced
917	RAM Robocap Asset Management London, United Kingdom	$5.22M	+$4.96M	2	4.21%	New
918	BIA Biondo Investment Advisors Milford, Pennsylvania	$5.21M	-$354K	1	0.64%	Reduced
919	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$5.2M	-$2.15M	1	2.44%	Reduced
920	PCM Park Capital Management Madison, Wisconsin	$5.2M	+$5.17M	3	3.06%	New
921	PFA Peak Financial Advisors Denver, Colorado	$5.19M	-$401K	1	2.15%	Reduced
922	Meitav Investment House Bene-Beraq, Israel	$5.17M	+$3.65M	3	0.03%	Increased
923	Mission Wealth Management Santa Barbara, California	$5.16M	+$891K	4	0.06%	Increased
924	AA ABC Arbitrage Paris, France	$5.16M	+$5M	1	0.56%	New
925	Diversified Trust Memphis, Tennessee	$5.15M	-$5.8M	5	0.08%	Reduced