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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	Twin Tree Management Dallas, Texas	$455K	+$330K	1	0%	Increased
652	Caprock Group Boise, Idaho	$443K	+$21.1K	2	0.04%	Increased
653	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$440K	-$37.3K	1	0.15%	Reduced
654	Brown Brothers Harriman & Co New York	$436K	+$499K	3	0%	Increased
655	D.A. Davidson & Co Great Falls, Montana	$436K	-$29.3K	1	0.01%	Reduced
656	PRC Pearl River Capital Niles, Michigan	$424K	-$34.8K	1	0.12%	Reduced
657	Brookstone Capital Management Wheaton, Illinois	$422K	-$15.2K	1	0.01%	Reduced
658	IFP Advisors Tampa, Florida	$422K	+$118K	9	0.01%	Increased
659	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$420K	-$91.9K	1	0.06%	Reduced
660	Parallel Advisors San Francisco, California	$420K	+$7.53K	7	0.02%	Increased
661	FA Fiducient Advisors Chicago, Illinois	$418K	+$455K	1	0.13%	New
662	Forvis Mazars Wealth Advisors Springfield, Missouri	$418K	$0	1	0.02%	Maintained
663	IAIM International Assets Investment Management Orlando, Florida	$418K	+$313K	2	0.07%	Increased
664	Centiva Capital New York	$413K	-$526K	1	0.03%	Reduced
665	Harbour Investments Madison, Wisconsin	$405K	+$65.4K	9	0.01%	Increased
666	NL NWAM LLC Mercer Island, Washington	$404K	+$16.7K	1	0.04%	Increased
667	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$404K	+$189K	2	0.02%	Increased
668	WW Westshore Wealth Newport Beach, California	$399K	$0	1	0.32%	Maintained
669	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$396K	+$77.7K	1	0.05%	Increased
670	OCM Orion Capital Management Coronado, California	$395K	-$6.53K	2	0.24%	Reduced
671	Heritage Investors Management Corp Bethesda, Maryland	$390K	$0	1	0.02%	Maintained
672	Beacon Pointe Advisors Newport Beach, California	$384K	+$24.9K	1	0.01%	Increased
673	FSA Fort Sheridan Advisors Highland Park, Illinois	$384K	+$149K	1	0.13%	Increased
674	WWM Wolff Wiese Magana Carslbad, California	$382K	+$726	3	0.27%	Increased
675	TCM Teza Capital Management Chicago, Illinois	$380K	+$167K	1	0.18%	Increased