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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	Steward Partners Investment Advisory New York	$105K	+$23.1K	6	0%	Increased
627	PP Paloma Partners Greenwich, Connecticut	$103K	+$29.3K	1	0%	Increased
628	BWM Buckley Wealth Management Las Vegas, Nevada	$100K	$0	1	0.04%	Maintained
629	FRM Fox Run Management Greenwich, Connecticut	$100K	-$810K	1	0.04%	Reduced
630	Advisory Services Network Atlanta, Georgia	$99K	-$26.6K	4	0.01%	Reduced
631	FCM Flinton Capital Management Philadelphia, Pennsylvania	$96K	+$40K	1	0%	Increased
632	Quadrant Capital Group Cincinnati, Ohio	$96K	-$14.1K	6	0.03%	Reduced
633	ED Exane Derivatives Paris, France	$94.9K	-$170K	2	0.02%	Reduced
634	HJIM Henry James International Management New York	$94K	+$93.9K	1	0.04%	New
635	FA FMA Advisory Harrisburg, Pennsylvania	$92K	+$19.9K	1	0.04%	Increased
636	Salem Investment Counselors Winston Salem, North Carolina	$91K	-$29.7K	1	0.01%	Reduced
637	APA American Portfolios Advisors Holbrook, New York	$89.2K	+$33.1K	5	0.01%	Increased
638	SL Signition LP New York	$88K	+$102K	1	0.04%	New
639	MTC McDaniel Terry & Co Austin, Texas	$85K	$0	1	0.01%	Maintained
640	FWM Frontier Wealth Management Kansas City, Missouri	$84K	$0	1	0.01%	Maintained
641	HL HeadInvest LLC Portland, Maine	$84K	$0	1	0.02%	Maintained
642	LC Lourd Capital Beverly Hills, California	$84K	+$83.3K	1	0.01%	New
643	OIA Optimum Investment Advisors Chicago, Illinois	$84K	$0	3	0.02%	Maintained
644	RE RBC Europe London, United Kingdom	$83.6K	+$45.7K	5	0.01%	Increased
645	BCM Bluefin Capital Management New York	$83K	-$39.4K	1	0.01%	Reduced
646	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$81K	+$80.8K	1	0%	New
647	PCG Private Capital Group West Hartford, Connecticut	$81K	$0	5	0.02%	Maintained
648	Bessemer Group Woodbridge, New Jersey	$80K	+$7.91K	2	0%	Increased
649	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$79K	-$19.7K	1	0%	Reduced
650	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$78K	+$19.6K	4	0.05%	Increased