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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	AWM Altavista Wealth Management Asheville, North Carolina	$249K	+$11K	1	0.07%	Increased
602	Kingsview Wealth Management Grants Pass, Oregon	$243K	-$15.9K	1	0.03%	Reduced
603	WAM Westport Asset Management Southport, Connecticut	$238K	$0	1	0.16%	Maintained
604	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$236K	-$112K	1	0.02%	Reduced
605	FBC Fairfield, Bush & Co Darien, Connecticut	$235K	-$1.9M	1	0.09%	Reduced
606	SM Sciencast Management Princeton, New Jersey	$235K	-$518K	1	0.06%	Reduced
607	GPFA Game Plan Financial Advisors Westlake, Ohio	$233K	+$220K	1	0.22%	New
608	MAI Capital Management Independence, Ohio	$233K	-$34.8K	1	0.01%	Reduced
609	WIA Wealthstreet Investment Advisors Dallas, Texas	$231K	+$206K	1	0.03%	New
610	Mitsubishi UFJ Asset Management Tokyo, Japan	$229K	-$131K	1	0%	Reduced
611	FA FDx Advisors Chicago, Illinois	$226K	+$203K	1	0.01%	New
612	Perigon Wealth Management San Francisco, California	$219K	+$178K	1	0.04%	New
613	SP Symmetry Partners Glastonbury, Connecticut	$218K	-$138K	1	0.05%	Reduced
614	PP Pacifica Partners Surrey, Canada	$217K	+$230K	1	0.21%	New
615	Wedbush Securities Los Angeles, California	$215K	+$56.6K	1	0.02%	Increased
616	Cullen/Frost Bankers San Antonio, Texas	$214K	-$14.4K	2	0.01%	Reduced
617	MC Moors & Cabot Boston, Massachusetts	$211K	-$85.6K	1	0.02%	Reduced
618	PL Parthenon LLC Louisville, Kentucky	$209K	$0	1	0.04%	Maintained
619	LAM Lapides Asset Management Greenwich, Connecticut	$187K	+$81K	1	0.1%	Increased
620	CGA Crescent Grove Advisors Lake Forest, Illinois	$178K	+$189K	1	0.03%	New
621	BWM BerganKDV Wealth Management Bloomington, Minnesota	$172K	+$236	2	0.03%	Increased
622	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$168K	$0	1	0.12%	Maintained
623	Cornerstone Investment Partners Atlanta, Georgia	$162K	+$138K	1	0.01%	New
624	AP Advisors Preferred Rockville, Maryland	$155K	+$127K	1	0.04%	Increased
625	AssetMark Inc Concord, California	$153K	+$22.9K	4	0%	Increased