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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
1826	WIM WealthPlan Investment Management Omaha, Nebraska	$389K	-$22.4K	1	0.02%	Reduced
1827	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$388K	-$41.4K	5	0.05%	Reduced
1828	Polar Asset Management Partners Toronto, Ontario, Canada	$388K	-$39.7M	1	0.01%	Reduced
1829	RWA Wealth Partners Newton, Massachusetts	$387K	+$14.3K	1	0%	Increased
1830	AIM Advyzon Investment Management Lisle, Illinois	$386K	+$401K	1	0.03%	New
1831	Bartlett & Co Wealth Management Cincinnati, Ohio	$386K	+$271K	5	0%	Increased
1832	Simplify Asset Management Las Vegas, Nevada	$386K	+$105K	1	0.01%	Increased
1833	FCM Fieldview Capital Management Niles, Michigan	$384K	-$1.09M	1	0.11%	Reduced
1834	AWM Accel Wealth Management Waverly, Iowa	$383K	+$278K	1	0.09%	New
1835	CX Institutional Auburn, Indiana	$382K	+$362K	3	0.01%	Increased
1836	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$381K	+$277K	1	0.06%	New
1837	SST S Squared Technology New York	$380K	$0	1	0.12%	Maintained
1838	NB Northwest Bancshares Warren, Pennsylvania	$378K	$0	1	0.07%	Maintained
1839	CCM Canal Capital Management Richmond, Virginia	$378K	+$8.84K	1	0.05%	Increased
1840	FF Finley Financial Las Vegas, Nevada	$375K	$0	1	0.15%	Maintained
1841	BFA Bill Few Associates Pittsburgh, Pennsylvania	$375K	$0	1	0.08%	Maintained
1842	HIA Harbor Investment Advisory Lutherville, Maryland	$374K	+$332K	4	0.03%	Increased
1843	CI Cherokee Insurance Sterling Heights, Michigan	$372K	$0	1	0.14%	Maintained
1844	WC Wexford Capital West Palm Beach, Florida	$371K	+$270K	1	0.05%	New
1845	SFS Summit Financial Strategies Columbus, Ohio	$371K	$0	1	0.03%	Maintained
1846	GGI Godsey & Gibb Inc Richmond, Virginia	$369K	-$1.77K	1	0.03%	Reduced
1847	SAM Secure Asset Management Troy, Michigan	$368K	+$267K	1	0.05%	New
1848	CAWM Capital Advisors Wealth Management Yakima, Washington	$367K	+$267K	1	0.04%	New
1849	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$367K	$0	1	0.03%	Maintained
1850	1IA 1620 Investment Advisors Plymouth, Massachusetts	$364K	-$195K	3	0.23%	Reduced