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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
1301	TCM Triumph Capital Management Denver, Colorado	$1.69M	+$274K	5	0.31%	Increased
1302	BAM Blueshift Asset Management Red Bank, New Jersey	$1.68M	-$767K	4	0.39%	Reduced
1303	KNW Kesler Norman & Wride Ogden, Utah	$1.68M	+$1.75M	2	0.27%	New
1304	Simplicity Wealth Summit, New Jersey	$1.68M	+$1.29M	5	0.06%	Increased
1305	NP NS Partners London, United Kingdom	$1.67M	+$1.74M	1	0.07%	New
1306	1WA 180 Wealth Advisors Federal Way, Washington	$1.67M	-$21.5K	2	0.17%	Reduced
1307	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.66M	+$1.61M	1	0.24%	New
1308	HIG Heritage Investment Group Pompano Beach, Florida	$1.66M	-$35.4K	1	0.22%	Reduced
1309	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$1.65M	-$3.06M	1	0.07%	Reduced
1310	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$1.65M	-$8.87K	3	0.02%	Reduced
1311	Crestwood Advisors Group Boston, Massachusetts	$1.65M	+$722K	4	0.02%	Increased
1312	SRA Secured Retirement Advisors St Louis Park, Minnesota	$1.64M	-$745K	1	0.84%	Reduced
1313	AI AdvisorShares Investments Bethesda, Maryland	$1.64M	+$1.59M	1	0.2%	New
1314	NSIM North Star Investment Management Chicago, Illinois	$1.64M	+$11.1K	6	0.09%	Increased
1315	HI Hudock Inc Williamsport, Pennsylvania	$1.63M	-$209K	2	0.21%	Reduced
1316	South Dakota Investment Council Sioux Falls, South Dakota	$1.62M	-$3.59M	1	0.03%	Reduced
1317	Intesa Sanpaolo SpA. Turin, Italy	$1.61M	+$1.67M	1	0.06%	New
1318	Quotient Wealth Partners Dallas, Texas	$1.6M	+$1.44M	1	0.04%	New
1319	MFS Mirabella Financial Services London, United Kingdom	$1.6M	-$10.4M	5	0.15%	Reduced
1320	PCS Personal CFO Solutions Chester, New Jersey	$1.6M	+$972K	4	0.23%	Increased
1321	FCP Fidelis Capital Partners Tampa, Florida	$1.6M	+$464K	4	0.09%	Increased
1322	KA KLCM Advisors Milwaukee, Wisconsin	$1.59M	-$574K	2	0.13%	Reduced
1323	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.59M	+$9.88K	5	0.18%	Increased
1324	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$1.59M	+$1.45M	4	0.3%	New
1325	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$1.58M	+$1.15M	1	0.15%	New