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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
1176	HPCM Hunter Perkins Capital Management Lombard, Illinois	$2.38M	-$1.42M	1	0.54%	Reduced
1177	AG Ascent Group Virginia Beach, Virginia	$2.38M	+$1.74M	3	0.07%	Increased
1178	BRG Bay Rivers Group Williamsburg, Virginia	$2.36M	+$1.27M	4	0.81%	Increased
1179	Belvedere Trading Chicago, Illinois	$2.34M	+$1.26M	3	0%	Increased
1180	DE DV Equities Chicago, Illinois	$2.34M	+$2.27M	1	0.34%	New
1181	PMA Prudent Man Advisors Naperville, Illinois	$2.34M	+$2.43M	1	0.53%	New
1182	NFG Nations Financial Group Cedar Rapids, Iowa	$2.34M	+$1.03M	2	0.11%	Increased
1183	PP Pacifica Partners Surrey, Canada	$2.32M	-$3.3M	2	0.7%	Reduced
1184	BHC Bull Harbor Capital Bethesda, Maryland	$2.31M	-$323K	2	0.45%	Reduced
1185	ACP Aviance Capital Partners Naples, Florida	$2.31M	+$336K	2	0.24%	Increased
1186	FF Friedenthal Financial Marlton, New Jersey	$2.3M	+$1.39M	3	1.06%	Increased
1187	PIM Progressive Investment Management Lake Oswego, Oregon	$2.29M	-$36.7K	1	0.5%	Reduced
1188	SteelPeak Wealth Woodland Hills, California	$2.29M	+$1.79M	2	0.06%	Increased
1189	SP Summit Partners Boston, Massachusetts	$2.28M	-$14.4M	1	0.38%	Reduced
1190	ORG Optimist Retirement Group Bellevue, Washington	$2.28M	+$611K	3	0.88%	Increased
1191	AWA Arete Wealth Advisors Chicago, Illinois	$2.27M	-$1.12M	2	0.15%	Reduced
1192	AIM Anatole Investment Management Central, Hong Kong	$2.26M	-$295M	2	0.38%	Reduced
1193	KPF K2 Principal Fund Toronto, Ontario, Canada	$2.26M	+$1.74M	1	0.17%	Increased
1194	WCM Washington Capital Management Seattle, Washington	$2.26M	-$382K	1	1.49%	Reduced
1195	TAM Trust Asset Management Houston, Texas	$2.26M	+$2.23M	3	0.14%	New
1196	Meridian Wealth Management Lexington, Kentucky	$2.25M	+$975K	5	0.07%	Increased
1197	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$2.25M	-$8.49M	1	0.08%	Reduced
1198	AU AlphaGrep UK London,	$2.24M	+$1.72M	3	0.67%	Increased
1199	AC Avenir Corporation Alexandria, Virginia	$2.24M	-$152K	1	0.27%	Reduced
1200	CCA Cadent Capital Advisors Tulsa, Oklahoma	$2.21M	+$195K	1	0.46%	Increased