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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
1451	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$207K	+$168K	1	0.02%	New
1452	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$205K	+$220K	1	0.04%	New
1453	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$205K	+$166K	1	0.02%	New
1454	Bailard Foster City, California	$205K	-$811K	1	0%	Reduced
1455	MGCM Mane Global Capital Management New York	$203K	+$165K	1	0.01%	New
1456	BFC Bedel Financial Consulting Indianapolis, Indiana	$202K	+$140K	1	0.02%	New
1457	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$201K	$0	1	0.04%	Maintained
1458	Magnetar Financial Evanston, Illinois	$200K	-$8.04M	1	0%	Reduced
1459	FF Finley Financial Las Vegas, Nevada	$199K	-$397K	1	0.09%	Reduced
1460	AF Advisornet Financial Minnetonka, Minnesota	$198K	-$64.3K	6	0.01%	Reduced
1461	IAIM International Assets Investment Management Orlando, Florida	$197K	+$63.4K	2	0.01%	Increased
1462	RFP Root Financial Partners Encinitas, California	$197K	+$14.3K	7	0.01%	Increased
1463	NB Northwest Bancshares Warren, Pennsylvania	$195K	$0	1	0.04%	Maintained
1464	AO Advisor OS Chicago, Illinois	$194K	$0	1	0.02%	Maintained
1465	MA MJP Associates Farmington, Connecticut	$194K	$0	1	0.02%	Maintained
1466	SCP Sender Company & Partners New York	$190K	-$2.15M	1	0.09%	Reduced
1467	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$190K	+$133K	1	0.19%	New
1468	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$190K	+$1.5K	1	0.09%	Increased
1469	CSB City State Bank Norwalk, Iowa	$188K	$0	2	0.05%	Maintained
1470	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$187K	+$242	2	0.03%	Increased
1471	BAM Bellevue Asset Management Bellevue, Washington	$185K	-$361	3	0.06%	Reduced
1472	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$183K	+$133K	2	0.02%	New
1473	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$182K	+$124K	3	0.05%	Increased
1474	CI Cherokee Insurance Sterling Heights, Michigan	$181K	$0	1	0.07%	Maintained
1475	Wilmington Savings Fund Society Wilmington, Delaware	$179K	-$157K	2	0%	Reduced