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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
601	Global Retirement Partners San Rafael, California	$109K	+$3.62K	4	0.03%	Increased
602	DCM Dynamic Capital Management St. Helier, Jersey	$108K	+$111K	1	0.17%	New
603	CC Cipher Capital New York	$106K	-$1.18M	1	0.02%	Reduced
604	Simon Quick Advisors Morristown, New Jersey	$106K	-$10.7K	2	0.05%	Reduced
605	BWM Buckley Wealth Management Las Vegas, Nevada	$103K	$0	1	0.05%	Maintained
606	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$102K	-$2K	1	0%	Reduced
607	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$101K	+$8.69K	1	0.01%	Increased
608	QC QCM Cayman Houston, Texas	$96K	+$98.9K	1	0.45%	New
609	First Allied Advisory Services San Diego, California	$94K	-$19.2K	1	0%	Reduced
610	Steward Partners Investment Advisory New York	$94K	+$27.1K	5	0.01%	Increased
611	PP Paloma Partners Greenwich, Connecticut	$91K	-$1.7M	1	0%	Reduced
612	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$90K	+$90.8K	3	0.02%	Increased
613	OIA Optimum Investment Advisors Chicago, Illinois	$89K	+$2.64K	3	0.03%	Increased
614	MTC McDaniel Terry & Co Austin, Texas	$88K	$0	1	0.02%	Maintained
615	SSB Sandy Spring Bank Olney, Maryland	$88K	-$5.17K	2	0.01%	Reduced
616	FWM Frontier Wealth Management Kansas City, Missouri	$87K	-$798	1	0.01%	Reduced
617	HL HeadInvest LLC Portland, Maine	$86K	$0	1	0.03%	Maintained
618	SHJ Sharkey, Howes & Javer Denver, Colorado	$84K	$0	1	0.05%	Maintained
619	VCA Verdence Capital Advisors Hunt Valley, Maryland	$84K	-$1.39K	1	0.02%	Reduced
620	Avior Wealth Management Omaha, Nebraska	$82K	-$59.6K	2	0.02%	Reduced
621	EA Edge Advisors Atlanta, Georgia	$80K	$0	1	0.01%	Maintained
622	Edmond de Rothschild Holding Chambesy, Switzerland	$78K	$0	1	0%	Maintained
623	WesBanco Bank Wheeling, West Virginia	$77K	-$24	1	0%	Reduced
624	AAM Auxier Asset Management Aurora, Oregon	$75K	$0	1	0.02%	Maintained
625	Bessemer Group Woodbridge, New Jersey	$74K	-$3.36K	1	0%	Reduced