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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
526	OI Oakbrook Investments Lisle, Illinois	$199K	+$192K	1	0.01%	New
527	CPA Cowen Prime Advisors New York	$196K	-$7.58K	2	0.1%	Reduced
528	SNS Financial Group Minneapolis, Minnesota	$186K	$0	1	0.05%	Maintained
529	CPA Court Place Advisors Ellicott City, Maryland	$177K	$0	1	0.1%	Maintained
530	United Capital Financial Advisors Irving, Texas	$166K	+$74.7K	1	0%	Increased
531	DI Diligent Investors Redlands, California	$165K	+$164K	1	0.16%	New
532	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$159K	-$4.08K	1	0.16%	Reduced
533	Credit Agricole Montrouge Cedex, France	$154K	-$147K	2	0%	Reduced
534	AC Amici Capital New York	$149K	-$139K	1	0.03%	Reduced
535	MAM Meeder Asset Management Dublin, Ohio	$149K	-$932K	2	0.01%	Reduced
536	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$145K	+$127K	2	0.04%	Increased
537	People's United Financial Bridgeport, Connecticut	$140K	-$49.6K	2	0.01%	Reduced
538	Raymond James Trust St. Petersburg, Florida	$139K	+$138K	1	0.01%	New
539	GS Girard Securities San Diego, California	$134K	$0	1	0.12%	Maintained
540	RegentAtlantic Capital Morristown, New Jersey	$134K	+$65.5K	1	0.01%	Increased
541	P Pitcairn Conshohocken, Pennsylvania	$132K	+$4.2K	1	0.02%	Increased
542	FWM Frontier Wealth Management Kansas City, Missouri	$130K	$0	1	0.02%	Maintained
543	BRA Blue Rock Advisors Wayzata, Minnesota	$128K	-$194K	1	1.24%	Reduced
544	CCA Checchi Capital Advisers Beverly Hills, California	$127K	-$9.88K	2	0.01%	Reduced
545	CAM Carret Asset Management New York	$120K	$0	1	0.02%	Maintained
546	AIA AIMZ Investment Advisors Los Altos, California	$119K	-$1.13K	1	0.11%	Reduced
547	PTC Petrus Trust Company Dallas, Texas	$119K	-$86K	1	0.03%	Reduced
548	SSG Summit Securities Group New York	$115K	+$133K	1	0.06%	New
549	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$113K	+$198K	1	0.02%	New
550	IH IFC Holdings Tampa, Florida	$111K	$0	1	0.01%	Maintained