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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
551	EGM Espalier Global Management New York	$226K	+$242K	1	0.07%	New
552	UR USCA RIA Houston, Texas	$226K	-$3.74K	1	0.04%	Reduced
553	EMG Ellington Management Group Old Greenwich, Connecticut	$225K	+$194K	1	0.06%	New
554	Janney Montgomery Scott Philadelphia, Pennsylvania	$216K	-$199K	1	0%	Reduced
555	GC GMT Capital Atlanta, Georgia	$205K	+$196K	1	0%	New
556	Exencial Wealth Advisors Oklahoma City, Oklahoma	$193K	+$239K	1	0.09%	New
557	Salem Investment Counselors Winston Salem, North Carolina	$191K	+$11.4K	1	0.02%	Increased
558	SNS Financial Group Minneapolis, Minnesota	$191K	$0	1	0.06%	Maintained
559	SIM Strategic Investment Management Arlington, Virginia	$191K	+$185K	1	0.14%	New
560	Private Advisor Group Morristown, New Jersey	$186K	-$38K	1	0.01%	Reduced
561	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$185K	-$143K	2	0.07%	Reduced
562	CPA Court Place Advisors Ellicott City, Maryland	$181K	+$755	1	0.1%	Increased
563	Old Mission Capital Chicago, Illinois	$172K	+$169K	1	0.01%	New
564	DI Diligent Investors Redlands, California	$168K	$0	1	0.14%	Maintained
565	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$162K	$0	1	0.16%	Maintained
566	United Capital Financial Advisors Irving, Texas	$156K	-$4.31K	1	0%	Reduced
567	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$145K	-$2K	1	0.04%	Reduced
568	PCM Prelude Capital Management New York	$141K	-$136K	3	0.01%	Reduced
569	Raymond James Trust St. Petersburg, Florida	$141K	$0	1	0.01%	Maintained
570	GS Girard Securities San Diego, California	$135K	-$460	1	0.14%	Reduced
571	FWM Frontier Wealth Management Kansas City, Missouri	$130K	-$2.84K	1	0.02%	Reduced
572	Krilogy Financial St. Louis, Missouri	$127K	$0	2	0.04%	Maintained
573	PAM PT Asset Management Chicago, Illinois	$126K	-$162K	1	0.03%	Reduced
574	CCA Checchi Capital Advisers Beverly Hills, California	$125K	-$4.24K	1	0.01%	Reduced
575	CAM Carret Asset Management New York	$122K	$0	1	0.02%	Maintained