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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
1501	LFA Legacy Financial Advisors Covington, Kentucky	$969K	+$69.7K	3	0.12%	Increased
1502	PWP Private Wealth Partners Mill Valley, California	$969K	+$1.01M	1	0.07%	New
1503	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$962K	-$66.1K	8	0.09%	Reduced
1504	JFA JNBA Financial Advisors Bloomington, Minnesota	$951K	+$790K	5	0.07%	Increased
1505	OL Odyssean LLC Darien, Connecticut	$951K	-$265K	2	0.15%	Reduced
1506	CRI Colonial River Investments Midlothian, Virginia	$950K	+$623K	3	0.27%	Increased
1507	CCG Capital CS Group Irvine, California	$946K	+$868K	2	0.75%	New
1508	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$946K	+$1.1M	2	0.23%	New
1509	SRL Scientech Research LLC Jersey City, New Jersey	$944K	+$605K	3	0.77%	Increased
1510	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$944K	+$981K	1	0.07%	New
1511	SCM SKBA Capital Management San Francisco, California	$943K	-$290K	1	0.16%	Reduced
1512	TA TFB Advisors Overland Park, Kansas	$940K	+$124K	2	0.41%	Increased
1513	CCI Credit Capital Investments Livingston, New Jersey	$938K	+$975K	2	0.54%	New
1514	BCM Bluefin Capital Management New York	$934K	+$971K	1	0.23%	New
1515	PCM Pavaki Capital Management Pueblo, Colorado	$930K	$0	1	0.32%	Maintained
1516	AU Algebris (UK) London, United Kingdom	$924K	+$963K	1	0.06%	New
1517	Westwood Holdings Group Dallas, Texas	$923K	+$832K	2	0.01%	New
1518	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$922K	$0	1	0.5%	Maintained
1519	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$921K	+$547K	3	0.17%	Increased
1520	Palisade Capital Management Fort Lee, New Jersey	$920K	-$332K	1	0.04%	Reduced
1521	RIA Realta Investment Advisors Wilmington, Delaware	$913K	+$160K	1	0.28%	Increased
1522	TIAA Wealth Investment Management New York	$911K	+$946K	3	0.01%	New
1523	SL Siren LLC Greenwich, Connecticut	$905K	+$941K	1	0.02%	New
1524	FFA Fi3 Financial Advisors Indianapolis, Indiana	$904K	+$1.12M	2	0.22%	Increased
1525	SAM Silphium Asset Management London, United Kingdom	$904K	+$101K	2	0.3%	Increased