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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
1576	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$781K	+$812K	1	0.41%	New
1577	WFA Wedbush Fund Advisers Pasadena, California	$777K	+$696K	1	0.07%	New
1578	SF Seek First Campbell, California	$772K	$0	1	0.49%	Maintained
1579	QC Quantessence Capital New York	$772K	+$446K	1	2.27%	Increased
1580	TVPW Third View Private Wealth Westport, Connecticut	$771K	+$801K	2	0.09%	New
1581	BMCM Burns Matteson Capital Management Corning, New York	$765K	+$741K	1	0.24%	New
1582	TWM Trueblood Wealth Management Lima, Ohio	$761K	$0	1	0.27%	Maintained
1583	AO Advisor OS Chicago, Illinois	$761K	+$419K	3	0.05%	Increased
1584	MM Mozayyx Management Austin, Texas	$756K	+$549K	1	0.73%	New
1585	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$754K	+$482K	2	0.07%	Increased
1586	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$753K	+$41.7K	1	0.51%	Increased
1587	Baker Avenue Asset Management San Francisco, California	$749K	+$154K	2	0.01%	Increased
1588	Koshinski Asset Management Decatur, Illinois	$748K	+$327K	2	0.04%	Increased
1589	TBC Ted Buchan & Co San Diego, California	$748K	+$778K	1	0.24%	New
1590	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$748K	+$544K	1	0.16%	New
1591	TCG Transcendent Capital Group Edmond, Oklahoma	$746K	+$27.2K	1	0.29%	Increased
1592	MG McHugh Group Bratenahl, Ohio	$746K	$0	1	0.38%	Maintained
1593	TIAA-CREF Individual & Institutional Services New York	$746K	+$740K	3	0%	New
1594	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$742K	-$68.6M	1	0.01%	Reduced
1595	GLOBALT Investments Atlanta, Georgia	$740K	+$770K	1	0.03%	New
1596	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$737K	$0	2	0.26%	Maintained
1597	PIA Perennial Investment Advisors Los Angeles, California	$737K	+$71.4K	1	0.05%	Increased
1598	SOS Silver Oak Securities Jackson, Tennessee	$731K	-$506K	2	0.04%	Reduced
1599	LCM LCM Capital Management Chicago, Illinois	$727K	-$180K	1	0.32%	Reduced
1600	Eastern Bank Boston, Massachusetts	$725K	+$169K	5	0.01%	Increased