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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
576	AAM American Asset Management Boca Raton, Florida	$178K	-$70.1K	1	0.11%	Reduced
577	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$178K	+$8.81K	4	0.03%	Increased
578	Stratos Wealth Partners Beachwood, Ohio	$178K	+$183K	5	0.01%	New
579	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$177K	+$196K	1	0.13%	New
580	CIBC Private Wealth Group Atlanta, Georgia	$177K	-$1.01M	5	0%	Reduced
581	AI ArchPoint Investors Coral Gables, Florida	$175K	-$1.97M	1	0.05%	Reduced
582	Smithfield Trust Pittsburgh, Pennsylvania	$175K	-$10.3K	2	0.02%	Reduced
583	FQ First Quadrant Glendale, California	$174K	$0	1	0%	Maintained
584	Tiedemann Advisors New York	$174K	-$336K	1	0.01%	Reduced
585	AIM Anchor Investment Management Columbia, South Carolina	$174K	+$198K	1	0.05%	Increased
586	FBC Fairfield, Bush & Co Darien, Connecticut	$170K	-$8.24K	1	0.05%	Reduced
587	MCM Marathon Capital Management Hunt Valley, Maryland	$170K	$0	1	0.07%	Maintained
588	Inspire Investing Meridian, Idaho	$166K	+$172K	3	0.14%	New
589	Palisade Capital Management Fort Lee, New Jersey	$165K	+$30.5K	1	0.01%	Increased
590	MA MANA Advisors New York	$161K	+$194K	1	0.07%	New
591	Chevy Chase Trust Bethesda, Maryland	$160K	$0	1	0%	Maintained
592	HR Howe & Rusling Rochester, New York	$155K	$0	2	0.03%	Maintained
593	TSS Two Sigma Securities New York	$155K	-$473K	1	0%	Reduced
594	ZWJ Investment Counsel Atlanta, Georgia	$150K	+$2.48K	1	0.01%	Increased
595	HWA HCR Wealth Advisors Los Angeles, California	$148K	$0	1	0.05%	Maintained
596	Avior Wealth Management Omaha, Nebraska	$145K	+$166K	2	0.03%	Increased
597	UR USCA RIA Houston, Texas	$144K	+$10.8K	1	0.02%	Increased
598	DI Diligent Investors Redlands, California	$141K	$0	1	0.09%	Maintained
599	FGC Financial Gravity Companies Lakeway, Texas	$141K	+$193K	4	0.16%	New
600	MAM Meeder Asset Management Dublin, Ohio	$137K	+$102K	3	0.01%	Increased