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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
626	CCA Checchi Capital Advisers Beverly Hills, California	$99K	-$26.9K	1	0.01%	Reduced
627	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$99K	$0	1	0.01%	Maintained
628	CPP Crow Point Partners Boston, Massachusetts	$95K	+$108K	1	0.02%	New
629	Krilogy Financial St. Louis, Missouri	$92K	-$8.82K	2	0.02%	Reduced
630	DCM Delpha Capital Management New York	$91K	+$101K	3	0.1%	New
631	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$91K	+$101K	1	0.02%	New
632	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$91K	+$30K	1	0.02%	Increased
633	Tower Research Capital (TRC) New York	$88K	-$1.73M	7	0.01%	Reduced
634	VAM Visionary Asset Management Houston, Texas	$88K	+$11.5K	1	0.02%	Increased
635	PCG Private Capital Group West Hartford, Connecticut	$85K	+$65.9K	5	0.02%	New
636	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$85K	$0	1	0.05%	Maintained
637	BWM Buckley Wealth Management Las Vegas, Nevada	$83K	+$92.1K	1	0.04%	New
638	MC Miles Capital West Des Moines, Iowa	$83K	$0	1	0.05%	Maintained
639	D.A. Davidson & Co Great Falls, Montana	$82K	-$141K	1	0%	Reduced
640	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$81K	+$90K	1	0.01%	New
641	SSB Sandy Spring Bank Olney, Maryland	$79K	$0	2	0.01%	Maintained
642	Caprock Group Boise, Idaho	$75K	-$4.68K	1	0.01%	Reduced
643	Steward Partners Investment Advisory New York	$72K	-$2.91M	3	0.01%	Reduced
644	MTC McDaniel Terry & Co Austin, Texas	$71K	$0	1	0.01%	Maintained
645	Hennessy Advisors Inc Novato, California	$70K	+$76.9K	1	0%	New
646	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$69K	$0	1	0.03%	Maintained
647	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$68K	+$11.5K	1	0%	Increased
648	APA American Portfolios Advisors Holbrook, New York	$67.2K	+$77.7K	3	0.01%	New
649	Cetera Advisor Networks El Segundo, California	$67K	-$167K	1	0%	Reduced
650	Buckingham Strategic Wealth Clayton, Missouri	$66K	$0	1	0.01%	Maintained