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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
1376	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.37M	-$431K	3	0.07%	Reduced
1377	BMC Beaton Management Company Haverhill, Massachusetts	$1.37M	-$22.3K	1	0.56%	Reduced
1378	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.37M	-$14.8K	3	0.35%	Reduced
1379	SG StoneX Group New York	$1.36M	+$476K	3	0.05%	Increased
1380	Valmark Advisers Akron, Ohio	$1.36M	+$688K	3	0.01%	Increased
1381	EMAM Encompass More Asset Management Danville, California	$1.35M	+$233K	2	0.2%	Increased
1382	FWTB First Western Trust Bank Denver, Colorado	$1.35M	-$362K	1	0.07%	Reduced
1383	ML McAdam LLC Philadelphia, Pennsylvania	$1.35M	+$722K	4	0.05%	Increased
1384	TPI Trust Point Inc La Crosse, Wisconsin	$1.34M	-$781K	3	0.11%	Reduced
1385	SVCP Silicon Valley Capital Partners San Jose, California	$1.34M	+$1.22M	4	0.11%	Increased
1386	EWA Exit Wealth Advisors Atlanta, Georgia	$1.34M	+$268K	1	0.61%	Increased
1387	LWMNY Landmark Wealth Management (New York) Melville, New York	$1.33M	$0	1	0.32%	Maintained
1388	Longaeva Partners Chicago, Illinois	$1.33M	+$1.27M	2	0.03%	New
1389	IPW Impact Partnership Wealth Marietta, Georgia	$1.32M	+$74.3K	1	0.13%	Increased
1390	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$1.31M	+$866K	2	0.08%	Increased
1391	BCM Bannerstone Capital Management Wayzata, Minnesota	$1.3M	-$211K	1	1.1%	Reduced
1392	AAM Arohi Asset Management Singapore	$1.3M	+$947K	1	0.48%	New
1393	KWM Kassira Wealth Management Knoxville, Tennessee	$1.3M	-$156K	1	1.05%	Reduced
1394	Hancock Whitney Gulfport, Mississippi	$1.3M	-$288K	1	0.02%	Reduced
1395	HBK Sorce Advisory Erie, Pennsylvania	$1.29M	-$256K	3	0.02%	Reduced
1396	DP Denver PWM Denver, Colorado	$1.29M	+$4.46K	1	0.42%	Increased
1397	Ingalls & Snyder LLC New York	$1.29M	+$1.31M	2	0.04%	New
1398	JF JSF Financial Los Angeles, California	$1.29M	+$1.34M	1	0.2%	New
1399	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.29M	+$438	6	0.04%	Increased
1400	CCM Corsair Capital Management New York	$1.29M	-$1.54M	2	0.16%	Reduced