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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
1051	Wilmington Savings Fund Society Wilmington, Delaware	$168K	-$2.72K	4	0%	Reduced
1052	BMCM Burns Matteson Capital Management Corning, New York	$168K	+$167K	1	0.08%	New
1053	DJSG D.J. St. Germain Springfield, Massachusetts	$167K	+$89.1K	6	0.01%	Increased
1054	AO Advisor OS Chicago, Illinois	$162K	-$10.3K	1	0.02%	Reduced
1055	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$162K	-$15.3M	1	0%	Reduced
1056	SPM Symmetry Peak Management Radnor, Pennsylvania	$160K	+$109K	2	0.08%	New
1057	DI Diligent Investors Redlands, California	$156K	$0	1	0.04%	Maintained
1058	MA MJP Associates Farmington, Connecticut	$156K	$0	1	0.02%	Maintained
1059	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$149K	$0	1	0.03%	Maintained
1060	NB Northwest Bancshares Warren, Pennsylvania	$147K	$0	1	0.03%	Maintained
1061	Huntington National Bank Columbus, Ohio	$146K	+$7.96K	8	0%	Increased
1062	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$145K	+$2.33K	1	0.01%	Increased
1063	CI Cherokee Insurance Sterling Heights, Michigan	$145K	$0	1	0.06%	Maintained
1064	SRC Sage Rhino Capital Menlo Park, California	$144K	+$4.93K	1	0.03%	Increased
1065	BNP Paribas Paris, France	$143K	$0	1	0%	Maintained
1066	BAM Bellevue Asset Management Bellevue, Washington	$142K	$0	2	0.07%	Maintained
1067	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$141K	+$167K	2	0.06%	New
1068	SC Searle & Co Greenwich, Connecticut	$141K	$0	1	0.04%	Maintained
1069	Private Management Group Irvine, California	$138K	+$117K	1	0%	New
1070	QL Quarry LP New York	$137K	-$35.8K	5	0.03%	Reduced
1071	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$136K	+$48.4K	7	0.01%	Increased
1072	ERIC Eagle Rock Investment Company Atlanta, Georgia	$135K	+$109K	1	0.02%	New
1073	PWM PTM Wealth Management North Wales, United States	$134K	+$105K	1	0.09%	New
1074	DC DeDora Capital Napa, California	$133K	$0	1	0.03%	Maintained
1075	AIC Archer Investment Corporation Carmel, Indiana	$129K	+$7.2K	3	0.03%	Increased