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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	Chevy Chase Trust Bethesda, Maryland	$148K	+$132K	4	0%	New
627	CCI Credit Capital Investments Livingston, New Jersey	$148K	-$629K	1	0.15%	Reduced
628	ADL Asset Dedication LLC San Francisco, California	$144K	+$121K	2	0.04%	Increased
629	Central Trust Company Jefferson City, Missouri	$142K	+$27.4K	3	0.01%	Increased
630	JIR James Investment Research Alpha, Ohio	$142K	$0	1	0.01%	Maintained
631	Laird Norton Wetherby Wealth Management San Francisco, California	$140K	-$204K	1	0.01%	Reduced
632	Wolverine Asset Management Chicago, Illinois	$138K	-$56.5K	1	0%	Reduced
633	VFA Voya Financial Advisors Windsor, Connecticut	$132K	+$121K	1	0.01%	New
634	CBT Capital Bank & Trust Irvine, California	$129K	-$31.4K	3	0%	Reduced
635	FGAM Financial Gravity Asset Management Lakeway, Texas	$127K	-$10.8K	4	0.09%	Reduced
636	IRC Investors Research Corp Atlanta, Georgia	$126K	+$7.75K	7	0.06%	Increased
637	RCA Ranch Capital Advisors Sarasota, Florida	$126K	+$113K	2	0.1%	New
638	KA Kovack Advisors Ft. Lauderdale, Florida	$125K	-$51	1	0.02%	Reduced
639	CIA CSat Investment Advisory Detroit, Michigan	$124K	+$80.9K	2	0.03%	Increased
640	JT Jump Trading Chicago, Illinois	$124K	+$47.6K	1	0%	Increased
641	AI Atom Investors Austin, Texas	$123K	+$118K	1	0.01%	New
642	RIA Realta Investment Advisors Wilmington, Delaware	$123K	-$4.04K	1	0.03%	Reduced
643	AA Apriem Advisors Irvine, California	$115K	+$122K	1	0.02%	New
644	Global Retirement Partners San Rafael, California	$113K	-$10.2K	5	0.02%	Reduced
645	DI Diligent Investors Redlands, California	$112K	$0	1	0.05%	Maintained
646	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$112K	-$1.04M	2	0%	Reduced
647	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$111K	+$118K	1	0.06%	New
648	SFS Strategic Financial Services Utica, New York	$111K	+$35.4K	1	0.01%	Increased
649	BFA Beaumont Financial Advisors Needham, Massachusetts	$110K	-$42K	1	0.01%	Reduced
650	Simon Quick Advisors Morristown, New Jersey	$110K	$0	1	0.04%	Maintained