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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
1201	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$571K	+$13.9K	1	0.02%	Increased
1202	FIB First Interstate Bank Billings, Montana	$568K	+$224K	2	0.03%	Increased
1203	GS Gagnon Securities New York	$564K	+$24.3K	1	0.11%	Increased
1204	Mesirow Financial Investment Management Chicago, Illinois	$561K	$0	1	0.01%	Maintained
1205	CA CWC Advisors Lake Oswego, Oregon	$560K	-$404K	1	0.27%	Reduced
1206	Regions Financial Corp Birmingham, Alabama	$559K	+$71.4K	1	0%	Increased
1207	KIA KCM Investment Advisors Greenbrae, California	$557K	+$427K	2	0.02%	New
1208	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$555K	+$593K	1	0.02%	New
1209	LWM Lyell Wealth Management Menlo Park, California	$554K	$0	1	0.04%	Maintained
1210	VCM Versant Capital Management Phoenix, Arizona	$553K	+$138K	8	0.07%	Increased
1211	CI Corient IA Miami, Florida	$553K	$0	1	0.52%	Maintained
1212	CIA Caerus Investment Advisors West Lake Hills, Texas	$551K	+$41.7K	1	0.18%	Increased
1213	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$546K	+$404K	2	0.06%	New
1214	EFG Elevated Financial Group Indianapolis, Indiana	$544K	+$582K	1	0.19%	New
1215	LTI Laffer Tengler Investments Nashville, Tennessee	$543K	+$440K	1	0.08%	New
1216	AC AXQ Capital Jersey City, New Jersey	$542K	-$564K	1	0.12%	Reduced
1217	TCA Transcend Capital Advisors Madison, New Jersey	$538K	-$493K	1	0.04%	Reduced
1218	BL Bleichroeder LP New York	$538K	+$737K	1	0.09%	New
1219	CTA Chesley Taft & Associates Chicago, Illinois	$536K	+$410K	2	0.02%	New
1220	1IA 1620 Investment Advisors Plymouth, Massachusetts	$533K	-$90.8K	3	0.36%	Reduced
1221	Avior Wealth Management Omaha, Nebraska	$533K	-$729K	3	0.02%	Reduced
1222	SAI Systematic Alpha Investments Princeton, New Jersey	$532K	+$261K	1	0.02%	Increased
1223	PTC Private Trust Company Cleveland, Ohio	$531K	-$7.2K	6	0.05%	Reduced
1224	Brookstone Capital Management Wheaton, Illinois	$530K	+$400K	2	0.01%	New
1225	IFWM Institute for Wealth Management Denver, Colorado	$529K	-$86.9K	1	0.06%	Reduced