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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	CPH C Partners Holding Zurich, Switzerland	$214K	-$25.2K	1	0.09%	Reduced
552	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$214K	-$321K	1	0.05%	Reduced
553	Palisade Capital Management Fort Lee, New Jersey	$206K	-$62.1K	1	0.01%	Reduced
554	Brookstone Capital Management Wheaton, Illinois	$204K	+$217K	1	0.02%	New
555	Mission Wealth Management Santa Barbara, California	$203K	+$182K	1	0.03%	New
556	AC Athanor Capital New York	$202K	+$182K	1	0.09%	New
557	Stratos Wealth Partners Beachwood, Ohio	$202K	+$14.5K	6	0.01%	Increased
558	FGAM Financial Gravity Asset Management Lakeway, Texas	$200K	+$208K	5	0.2%	New
559	FGC Financial Gravity Companies Lakeway, Texas	$200K	+$71.5K	5	0.2%	Increased
560	SCM Sterneck Capital Management Kansas City, Missouri	$200K	$0	1	0.12%	Maintained
561	MCM Marathon Capital Management Hunt Valley, Maryland	$199K	$0	1	0.08%	Maintained
562	AAM American Asset Management Boca Raton, Florida	$198K	-$10.8K	1	0.17%	Reduced
563	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$194K	-$7.95K	3	0%	Reduced
564	AIM Anchor Investment Management Columbia, South Carolina	$191K	-$31.6K	1	0.05%	Reduced
565	Chevy Chase Trust Bethesda, Maryland	$188K	$0	1	0%	Maintained
566	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$188K	-$22K	2	0.04%	Reduced
567	HWA HCR Wealth Advisors Los Angeles, California	$178K	+$4.25K	1	0.06%	Increased
568	IA Icon Advisers Greenwood Village, Colorado	$176K	$0	1	0.01%	Maintained
569	UR USCA RIA Houston, Texas	$175K	+$5.68K	1	0.02%	Increased
570	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$174K	-$142K	1	0.02%	Reduced
571	FBC Fairfield, Bush & Co Darien, Connecticut	$173K	-$26K	1	0.05%	Reduced
572	MassMutual Private Wealth & Trust Windsor, Connecticut	$173K	+$113K	2	0.01%	Increased
573	FIB First Interstate Bank Billings, Montana	$169K	$0	3	0.04%	Maintained
574	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$166K	-$290K	1	0.18%	Reduced
575	DI Diligent Investors Redlands, California	$165K	$0	1	0.1%	Maintained