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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
651	Geneos Wealth Management Englewood, Colorado	$97K	-$1.17M	4	0.01%	Reduced
652	PHK Point72 Hong Kong Hong Kong	$96K	-$389K	1	0.04%	Reduced
653	Brandywine Global Investment Management Philadelphia, Pennsylvania	$95K	+$132K	1	0%	New
654	WA WealthTrust Axiom Wayne, Pennsylvania	$95K	-$201K	1	0.05%	Reduced
655	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$94K	+$37.2K	1	0.06%	Increased
656	BAM Bellevue Asset Management Bellevue, Washington	$93K	+$101K	1	0.1%	New
657	DI Diligent Investors Redlands, California	$93K	$0	1	0.06%	Maintained
658	FWM Frontier Wealth Management Kansas City, Missouri	$93K	+$55.8K	1	0.02%	Increased
659	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$93K	+$55.8K	1	0.01%	Increased
660	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$93K	+$14.9K	1	0.01%	Increased
661	SFS Strategic Financial Services Utica, New York	$93K	$0	1	0.01%	Maintained
662	IAIM International Assets Investment Management Orlando, Florida	$91K	+$110K	1	0.03%	New
663	Valeo Financial Advisors Carmel, Indiana	$90K	+$20.9K	3	0.01%	Increased
664	NICM Neo Ivy Capital Management New York	$88K	-$579K	2	0.14%	Reduced
665	Raymond James Trust St. Petersburg, Florida	$86K	+$29.8K	1	0.01%	Increased
666	Asset Management One Tokyo, Japan	$85K	+$114K	1	0%	New
667	Quadrature Capital London, United Kingdom	$85K	-$622K	1	0.02%	Reduced
668	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$83K	+$84.7K	3	0.04%	Increased
669	DC DeDora Capital Napa, California	$82K	+$98.7K	1	0.06%	New
670	Focus Financial Network Minneapolis, Minnesota	$81.2K	+$97.4K	1	0.01%	New
671	ADL Asset Dedication LLC San Francisco, California	$81K	-$46K	1	0.02%	Reduced
672	WhitTier Trust Company Reno, Nevada	$81K	-$20.7K	1	0.01%	Reduced
673	KA Kovack Advisors Ft. Lauderdale, Florida	$80K	-$29.6K	1	0.02%	Reduced
674	TPWA TRUE Private Wealth Advisors Salem, Oregon	$80K	-$1.11K	3	0.02%	Reduced
675	Harvest Fund Management Beijing, China	$79K	+$107K	1	0.01%	New