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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
1101	Carnegie Investment Counsel Pepper Pike, Ohio	$3.01M	-$29M	2	0.06%	Reduced
1102	AWM Adams Wealth Management Logan, Utah	$3.01M	+$2.92M	2	0.58%	New
1103	Clal Insurance Tel-Aviv, Israel	$3.01M	-$95.4M	2	0.01%	Reduced
1104	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$3.01M	$0	1	0.71%	Maintained
1105	DAM Deltec Asset Management New York	$3M	+$3.12M	1	0.44%	New
1106	Fideuram - Intesa Sanpaolo Private Banking Turin,	$2.99M	+$510K	2	0.09%	Increased
1107	PNC Point Nemo Capital Dripping Springs, Texas	$2.99M	+$3.95K	1	1.51%	Increased
1108	Parallax Volatility Advisers San Francisco, California	$2.98M	-$18.7M	1	0.01%	Reduced
1109	BVC Bright Valley Capital Hong Kong	$2.97M	+$1.26M	1	0.47%	Increased
1110	Fiduciary Trust Boston, Massachusetts	$2.97M	-$687K	5	0.03%	Reduced
1111	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2.94M	-$2.15M	2	0.3%	Reduced
1112	Avanza Fonder Stockholm, Sweden	$2.94M	+$1.71M	3	0.06%	Increased
1113	PAA Peregrine Asset Advisers Portland, Oregon	$2.93M	+$2.13M	1	0.64%	New
1114	CAM Carret Asset Management New York	$2.92M	-$159K	1	0.26%	Reduced
1115	Great Valley Advisor Group Wilmington, Delaware	$2.91M	+$2.61M	5	0.05%	New
1116	NIG NFJ Investment Group Dallas, Texas	$2.9M	+$3.25M	1	0.1%	New
1117	RF Robbins Farley Bedford, New Hampshire	$2.9M	-$400K	1	1.11%	Reduced
1118	PG Patten Group Chattanooga, Tennessee	$2.89M	+$1.85M	3	0.45%	Increased
1119	CWP CFM Wealth Partners Austin, Texas	$2.89M	+$2.1M	1	0.37%	New
1120	Confluence Wealth Services Mcmurray, Pennsylvania	$2.88M	+$475K	1	0.08%	Increased
1121	YMRC Yorktown Management & Research Company Forest, Virginia	$2.84M	+$382K	4	1.74%	Increased
1122	EPM Elm Partners Management Philadelphia, Pennsylvania	$2.84M	-$3.11M	1	0.08%	Reduced
1123	MKP Capital Management New York	$2.84M	+$2.06M	1	0.08%	New
1124	Focus Partners Advisor Solutions Saint Louis, Missouri	$2.81M	-$1.5M	3	0.02%	Reduced
1125	SIM Stratos Investment Management Beachwood, Ohio	$2.8M	+$1.83M	2	0.1%	Increased