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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
676	MCM Marathon Capital Management Hunt Valley, Maryland	$200K	$0	1	0.09%	Maintained
677	United Capital Financial Advisors Irving, Texas	$193K	-$1.95K	1	0%	Reduced
678	MassMutual Private Wealth & Trust Windsor, Connecticut	$193K	+$22.9K	1	0.01%	Increased
679	AP Advisor Partners Walnut Creek, California	$192K	+$4.75K	1	0.02%	Increased
680	JT Jump Trading Chicago, Illinois	$192K	+$237K	1	0.06%	New
681	UR USCA RIA Houston, Texas	$189K	+$9.11K	1	0.02%	Increased
682	Synovus Financial Columbus, Georgia	$188K	+$38.7K	4	0%	Increased
683	KC Kellner Capital New York	$179K	+$178K	1	0.12%	New
684	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$179K	+$190K	1	0.16%	New
685	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$177K	+$159K	5	0.02%	Increased
686	DI Diligent Investors Redlands, California	$172K	$0	1	0.1%	Maintained
687	Meitav Investment House Bene-Beraq, Israel	$172K	+$184K	1	0.01%	New
688	VC Voit & Company Brookfield, Wisconsin	$171K	+$183K	1	0.18%	New
689	IRC Investors Research Corp Atlanta, Georgia	$170K	+$179K	6	0.09%	New
690	WAM Westport Asset Management Southport, Connecticut	$170K	$0	1	0.12%	Maintained
691	Wedbush Securities Los Angeles, California	$164K	+$175K	1	0.02%	New
692	BWM BerganKDV Wealth Management Bloomington, Minnesota	$161K	+$156K	2	0.03%	Increased
693	ASP Adams Street Partners Chicago, Illinois	$159K	+$177K	1	0.03%	New
694	Raymond James Trust St. Petersburg, Florida	$159K	+$30.6K	1	0.01%	Increased
695	Simon Quick Advisors Morristown, New Jersey	$152K	+$65.8K	1	0.06%	Increased
696	CCA Checchi Capital Advisers Beverly Hills, California	$151K	-$9.36K	1	0.02%	Reduced
697	AIA AIMZ Investment Advisors Los Altos, California	$147K	-$612	1	0.1%	Reduced
698	QCMA Quad Capital Management Advisors New York	$143K	+$153K	1	0.16%	New
699	RI Ridgewood Investments Springfield, New Jersey	$138K	+$147K	1	0.11%	New
700	CPA Court Place Advisors Ellicott City, Maryland	$132K	$0	1	0.05%	Maintained