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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	QT Quantamental Technologies White Plains, New York	$199K	+$228K	5	0.12%	New
602	United Capital Financial Advisors Irving, Texas	$198K	+$78.3K	1	0%	Increased
603	AP Advisor Partners Walnut Creek, California	$191K	+$71.8K	1	0.03%	Increased
604	AIL AGF Investments LLC Toronto, Ontario, Canada	$191K	+$163K	2	0.03%	Increased
605	HWA HCR Wealth Advisors Los Angeles, California	$187K	-$3.09K	1	0.06%	Reduced
606	Synovus Financial Columbus, Georgia	$187K	+$4.16K	4	0%	Increased
607	UR USCA RIA Houston, Texas	$183K	$0	1	0.02%	Maintained
608	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$176K	+$166K	2	0.04%	New
609	DI Diligent Investors Redlands, California	$175K	-$460	1	0.11%	Reduced
610	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$175K	+$24.7K	1	0.03%	Increased
611	HL HeadInvest LLC Portland, Maine	$175K	+$84.2K	1	0.03%	Increased
612	Tower Research Capital (TRC) New York	$169K	-$421K	8	0.01%	Reduced
613	LC Lourd Capital Beverly Hills, California	$168K	+$78.2K	1	0.01%	Increased
614	FBC Fairfield, Bush & Co Darien, Connecticut	$167K	-$2.81K	1	0.06%	Reduced
615	CCA Checchi Capital Advisers Beverly Hills, California	$163K	+$19.3K	1	0.02%	Increased
616	Cetera Advisors Denver, Colorado	$162K	+$157K	1	0.01%	New
617	Commerce Bank Kansas City, Missouri	$161K	-$31.7K	1	0%	Reduced
618	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$156K	+$179K	1	0.15%	New
619	AIA AIMZ Investment Advisors Los Altos, California	$150K	-$8.42K	1	0.12%	Reduced
620	MassMutual Private Wealth & Trust Windsor, Connecticut	$148K	-$30.1K	1	0.01%	Reduced
621	Eventide Asset Management Boston, Massachusetts	$146K	+$140K	1	0.01%	New
622	CPA Court Place Advisors Ellicott City, Maryland	$135K	-$1.68K	1	0.06%	Reduced
623	Raymond James Trust St. Petersburg, Florida	$133K	+$1.26K	1	0.01%	Increased
624	Avior Wealth Management Omaha, Nebraska	$130K	+$153K	2	0.03%	Increased
625	FCI Financial Counselors Inc Overland Park, Kansas	$127K	+$982	1	0.01%	Increased