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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	Laird Norton Wetherby Wealth Management San Francisco, California	$152K	+$42.5K	1	0.02%	Increased
627	Simon Quick Advisors Morristown, New Jersey	$151K	+$73.2K	1	0.06%	Increased
628	LAM Lapides Asset Management Greenwich, Connecticut	$145K	$0	1	0.11%	Maintained
629	&Partners Nashville, Tennessee	$141K	+$169K	1	0.22%	New
630	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$140K	$0	1	0.14%	Maintained
631	AI Atom Investors Austin, Texas	$130K	+$38.4K	1	0.01%	Increased
632	IHT Wealth Management Chicago, Illinois	$127K	+$77.1K	1	0.02%	Increased
633	VFA Voya Financial Advisors Windsor, Connecticut	$125K	+$53.3K	1	0.01%	Increased
634	Pendal Group Sydney, Australia	$124K	+$132K	1	0%	Increased
635	NGA Naples Global Advisors Naples, Florida	$123K	+$126K	1	0.03%	New
636	Independent Financial Group San Diego, California	$123K	+$147K	1	0.04%	New
637	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$122K	-$438K	1	0.05%	Reduced
638	First Allied Advisory Services San Diego, California	$117K	-$767K	1	0.01%	Reduced
639	EI Ellevest Inc New York	$115K	+$103K	4	0.03%	Increased
640	OFS OneAscent Financial Services Birmingham, Alabama	$113K	+$90.2K	1	0.09%	Increased
641	Bailard Foster City, California	$112K	+$115K	1	0.01%	New
642	Central Trust Company Jefferson City, Missouri	$112K	-$20.7K	3	0.01%	Reduced
643	CBT Capital Bank & Trust Irvine, California	$109K	+$744	3	0%	Increased
644	SMFS Squar Milner Financial Services Irvine, California	$108K	+$109K	2	0.06%	Increased
645	Global Retirement Partners San Rafael, California	$106K	+$7.32K	5	0.02%	Increased
646	ES Equitec Specialists Chicago, Illinois	$103K	+$134K	1	0.02%	New
647	T TOBAM Paris, France	$100K	+$14K	1	0.01%	Increased
648	CIA CSat Investment Advisory Detroit, Michigan	$99K	-$17.1K	2	0.02%	Reduced
649	IRC Investors Research Corp Atlanta, Georgia	$99K	$0	7	0.06%	Maintained
650	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$99K	$0	2	0.09%	Maintained