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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	DI Diligent Investors Redlands, California	$168K	$0	1	0.09%	Maintained
602	John W. Bristol & Co New York	$166K	$0	1	0%	Maintained
603	FBC Fairfield, Bush & Co Darien, Connecticut	$163K	-$12.8K	1	0.05%	Reduced
604	FHA Flagship Harbor Advisors Boston, Massachusetts	$162K	-$4.57K	3	0.03%	Reduced
605	AIA AIMZ Investment Advisors Los Altos, California	$152K	+$20.5K	1	0.1%	Increased
606	JT Jump Trading Chicago, Illinois	$150K	+$175K	1	0.01%	New
607	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$144K	+$11.7K	1	0.02%	Increased
608	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$138K	$0	1	0.08%	Maintained
609	CCA Checchi Capital Advisers Beverly Hills, California	$137K	+$3.49K	1	0.02%	Increased
610	CCB Cutter & Co Brokerage Ballwin, Missouri	$136K	$0	1	0.05%	Maintained
611	AFP Ausdal Financial Partners Davenport, Iowa	$133K	+$132K	1	0.04%	New
612	Mount Yale Investment Advisors Denver, Colorado	$133K	+$9.57K	2	0.02%	Increased
613	Global Retirement Partners San Rafael, California	$132K	+$18.5K	4	0.03%	Increased
614	CPA Court Place Advisors Ellicott City, Maryland	$131K	$0	1	0.05%	Maintained
615	CPH C Partners Holding Zurich, Switzerland	$131K	-$132K	1	0.05%	Reduced
616	PHK Point72 Hong Kong Hong Kong	$126K	+$126K	3	0.04%	New
617	Raymond James Trust St. Petersburg, Florida	$126K	$0	1	0.01%	Maintained
618	FCI Financial Counselors Inc Overland Park, Kansas	$121K	-$1.47K	1	0.01%	Reduced
619	Old National Bancorp Evansville, Indiana	$113K	-$12K	1	0.01%	Reduced
620	AP Advisor Partners Walnut Creek, California	$112K	-$739	1	0.02%	Reduced
621	Simon Quick Advisors Morristown, New Jersey	$112K	-$13K	1	0.05%	Reduced
622	United Capital Financial Advisors Irving, Texas	$112K	-$16.2K	1	0%	Reduced
623	CF Centaurus Financial Anaheim, California	$111K	-$175K	1	0.02%	Reduced
624	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$111K	$0	1	0.03%	Maintained
625	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$111K	$0	1	0.01%	Maintained