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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
1676	GCIA Gabelli & Co Investment Advisers Rye, New York	$585K	+$217K	2	0.09%	Increased
1677	SSG Summit Securities Group New York	$582K	+$434K	5	0.06%	Increased
1678	OL OneFund LLC Saint Petersburg, Florida	$579K	+$23.6K	3	0.33%	Increased
1679	SIA Soltis Investment Advisors St. George, Utah	$574K	+$272K	2	0.03%	Increased
1680	SWM Shelton Wealth Management Fort Worth, Texas	$574K	+$417K	1	0.23%	New
1681	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$573K	+$228K	3	0.01%	Increased
1682	AF Advisornet Financial Minnetonka, Minnesota	$572K	+$144K	6	0.03%	Increased
1683	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$572K	+$271K	2	0.07%	Increased
1684	NI NCP Inc La Quinta, California	$571K	+$415K	1	0.79%	New
1685	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$571K	+$547K	2	0.05%	New
1686	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$571K	-$867K	2	0.05%	Reduced
1687	MCCP Mission Creek Capital Partners San Francisco, California	$569K	+$413K	1	0.1%	New
1688	CCFM Clear Creek Financial Management Silverdale, Washington	$569K	+$505K	2	0.04%	New
1689	ATS Ashton Thomas Securities Rochester, New York	$567K	+$473K	1	0.08%	New
1690	CH Cromwell Holdings Jackson, Wyoming	$566K	+$280K	7	0.25%	Increased
1691	KFG Kingdom Financial Group Peoria, Arizona	$566K	-$142K	4	0.14%	Reduced
1692	HA Herold Advisors New York	$564K	$0	1	0.11%	Maintained
1693	UAG United Advisor Group Cincinnati, Ohio	$564K	+$474K	2	0.06%	New
1694	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$560K	+$542K	1	0.32%	New
1695	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$559K	+$109K	2	0.06%	Increased
1696	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$556K	$0	1	0.34%	Maintained
1697	GCM Gables Capital Management Miami, Florida	$555K	-$228K	2	0.2%	Reduced
1698	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$552K	$0	1	0.15%	Maintained
1699	DJSG D.J. St. Germain Springfield, Massachusetts	$550K	+$257	6	0.02%	Increased
1700	WG Wellington Group Indianapolis, Indiana	$549K	-$146K	1	0.15%	Reduced