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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
1226	PCP Proficio Capital Partners Newton, Massachusetts	$2.03M	+$2.06M	3	0.07%	New
1227	P Paradiem Covington, Louisiana	$2.03M	+$1.47M	1	0.44%	New
1228	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$2.03M	-$3.13M	1	0.3%	Reduced
1229	OFI Invest Asset Management Paris, France	$2.03M	-$18.3M	3	0.02%	Reduced
1230	SNS Financial Group Minneapolis, Minnesota	$2.02M	+$1.47M	1	0.04%	New
1231	DIM Delta Investment Management San Francisco, California	$2.02M	+$529K	3	0.33%	Increased
1232	ARC Advisor Resource Council Dallas, Texas	$2.01M	+$88.3K	1	0.57%	Increased
1233	OWG Oxford Wealth Group Orlando, Florida	$2.01M	-$78K	1	0.9%	Reduced
1234	SC Stance Capital Boston, Massachusetts	$2M	-$58.4K	3	0.61%	Reduced
1235	PCA Prosperity Capital Advisors Westlake, Ohio	$2M	-$1.57M	1	0.1%	Reduced
1236	PM Plustick Management Charlottesville, Virginia	$1.99M	+$1.93M	1	0.74%	New
1237	ADEF ABS Direct Equity Fund Stamford, Connecticut	$1.99M	-$421K	2	1.25%	Reduced
1238	AIM ABS Investment Management Greenwich, Connecticut	$1.99M	+$779K	2	1.25%	New
1239	EFG Elevated Financial Group Indianapolis, Indiana	$1.99M	+$827K	2	0.54%	Increased
1240	NRS Neville Rodie & Shaw New York	$1.99M	+$2.07M	1	0.13%	New
1241	ACM ACT Capital Management Wayne, Pennsylvania	$1.98M	-$2.81M	2	1.29%	Reduced
1242	OIM Orca Investment Management Roseburg, Oregon	$1.98M	-$1.96M	1	1.43%	Reduced
1243	BWP Balboa Wealth Partners Scottsdale, Arizona	$1.96M	+$756K	5	0.27%	Increased
1244	PL Polianta Ltd St Helier, Jersey	$1.96M	+$2.04M	1	0.24%	New
1245	GSC G&S Capital Denver, Colorado	$1.96M	+$5.1K	1	0.57%	Increased
1246	QFW QTR Family Wealth Lake Mary, Florida	$1.96M	+$37K	3	0.68%	Increased
1247	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$1.95M	+$77K	3	1.3%	Increased
1248	KB Kimelman & Baird New York	$1.93M	-$107K	2	0.14%	Reduced
1249	PWS Precision Wealth Strategies Saint Louis, Missouri	$1.93M	+$459K	2	0.58%	Increased
1250	IB Intrust Bank Wichita, Kansas	$1.92M	+$311K	3	0.14%	Increased