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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
926	CF Centaurus Financial Anaheim, California	$5.15M	+$3.21M	5	0.2%	Increased
927	D.A. Davidson & Co Great Falls, Montana	$5.12M	-$535K	3	0.03%	Reduced
928	ZCP Z3 Capital Partners Richmond, Virginia	$5.12M	+$98.8K	1	1.07%	Increased
929	GTS Securities Miami, Florida	$5.09M	+$3.14M	10	0.11%	Increased
930	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$5.09M	+$3.7M	1	0.62%	New
931	FAM Fulcrum Asset Management London, United Kingdom	$5.08M	+$5M	5	0.51%	New
932	Brown Brothers Harriman & Co New York	$5.08M	+$2.4M	7	0.02%	Increased
933	UMB Bank Kansas City, Missouri	$5.08M	-$631K	8	0.06%	Reduced
934	Caprock Group Boise, Idaho	$5.08M	+$628K	6	0.1%	Increased
935	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$5.06M	+$3.44M	4	0.27%	Increased
936	NG Norden Group Provo, Utah	$5.04M	+$445K	6	0.41%	Increased
937	SAM Strategy Asset Managers Pasadena, California	$5.02M	-$1.07M	2	0.75%	Reduced
938	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$4.96M	+$293K	5	0.5%	Increased
939	VA VestGen Advisors Inverness, Illinois	$4.94M	+$348K	5	0.14%	Increased
940	Prime Capital Investment Advisors Overland Park, Kansas	$4.89M	+$770K	5	0.05%	Increased
941	Adams Diversified Equity Fund Baltimore, Maryland	$4.89M	+$1.87M	1	0.15%	Increased
942	ECM Everence Capital Management Goshen, Indiana	$4.89M	-$854K	5	0.26%	Reduced
943	SCM SaddleRock Capital Management New York	$4.83M	-$8.32M	1	4.66%	Reduced
944	Polen Capital Management Boca Raton, Florida	$4.82M	+$1.17M	4	0.04%	Increased
945	FCA Fortis Capital Advisors Prairie Village, Kansas	$4.81M	-$1.1M	2	0.54%	Reduced
946	GAM Gemmer Asset Management Walnut Creek, California	$4.8M	+$4.99M	2	0.32%	New
947	SGAM Smith Group Asset Management Dallas, Texas	$4.79M	-$170K	3	0.2%	Reduced
948	Principal Securities Des Moines, Iowa	$4.76M	+$1.6M	5	0.06%	Increased
949	BFIM Beese Fulmer Investment Management Canton, Ohio	$4.75M	+$238K	3	0.27%	Increased
950	EPI Eddie Patel Inc Chicago, Illinois	$4.74M	+$94.4K	3	2.83%	Increased