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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	IFWM Institute for Wealth Management Denver, Colorado	$163K	-$4.67K	1	0.05%	Reduced
577	DVM Dreman Value Management West Palm Beach, Florida	$161K	$0	1	0.07%	Maintained
578	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$156K	$0	1	0.07%	Maintained
579	Atria Investments Charlotte, North Carolina	$156K	+$31.4K	1	0.01%	Increased
580	PHK Point72 Hong Kong Hong Kong	$154K	+$125K	3	0.08%	Increased
581	Smithfield Trust Pittsburgh, Pennsylvania	$152K	-$3.91K	2	0.02%	Reduced
582	CF Centaurus Financial Anaheim, California	$142K	+$22.9K	1	0.03%	Increased
583	Cetera Advisor Networks El Segundo, California	$141K	+$61.7K	1	0.01%	Increased
584	Cornerstone Investment Partners Atlanta, Georgia	$137K	$0	1	0.01%	Maintained
585	John W. Bristol & Co New York	$137K	+$125K	1	0%	New
586	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$136K	-$11.9K	1	0.08%	Reduced
587	Huntington National Bank Columbus, Ohio	$132K	-$8.54K	2	0%	Reduced
588	CCB Cutter & Co Brokerage Ballwin, Missouri	$129K	+$1.08K	1	0.05%	Increased
589	CPA Court Place Advisors Ellicott City, Maryland	$128K	$0	1	0.05%	Maintained
590	AIA AIMZ Investment Advisors Los Altos, California	$127K	-$1.08K	1	0.09%	Reduced
591	CPP Crow Point Partners Boston, Massachusetts	$124K	+$1.99K	2	0.02%	Increased
592	FCI Financial Counselors Inc Overland Park, Kansas	$124K	+$1.89K	1	0.01%	Increased
593	Raymond James Trust St. Petersburg, Florida	$124K	$0	1	0.01%	Maintained
594	D.A. Davidson & Co Great Falls, Montana	$121K	+$25.3K	1	0%	Increased
595	Mount Yale Investment Advisors Denver, Colorado	$121K	+$109K	1	0.03%	New
596	SWA Sutton Wealth Advisors Tampa, Florida	$118K	-$796	5	0.08%	Reduced
597	BlueCrest Capital Management St Helier, Jersey	$116K	+$94.3K	1	0%	New
598	Wealthspire Advisors (Maryland) Potomac, Maryland	$116K	-$14.4K	8	0.01%	Reduced
599	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$115K	-$1.31K	1	0.01%	Reduced
600	VAM Visionary Asset Management Houston, Texas	$115K	+$12.7K	1	0.04%	Increased