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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	WAM Westport Asset Management Southport, Connecticut	$161K	$0	1	0.12%	Maintained
677	DCM Dynamic Capital Management St. Helier, Jersey	$160K	+$163K	1	1.33%	New
678	AssetMark Inc Concord, California	$159K	+$1.37K	3	0%	Increased
679	BWM BerganKDV Wealth Management Bloomington, Minnesota	$158K	$0	2	0.03%	Maintained
680	DI Diligent Investors Redlands, California	$152K	$0	1	0.07%	Maintained
681	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$152K	+$155K	1	0.01%	New
682	C Cerebellum San Francisco, California	$140K	-$199K	1	0.09%	Reduced
683	BRWM B. Riley Wealth Management Memphis, Tennessee	$136K	+$67.1K	1	0.02%	Increased
684	Geneos Wealth Management Englewood, Colorado	$134K	+$26.8K	4	0.01%	Increased
685	JIR James Investment Research Alpha, Ohio	$131K	+$43.4K	1	0.01%	Increased
686	AIA AIMZ Investment Advisors Los Altos, California	$130K	$0	1	0.09%	Maintained
687	Plancorp LLC Saint Louis, Missouri	$130K	+$15.7K	1	0.05%	Increased
688	IRC Investors Research Corp Atlanta, Georgia	$129K	+$4.08K	7	0.07%	Increased
689	HighPoint Advisor Group Downers Grove, Illinois	$127K	+$41.4K	1	0.03%	Increased
690	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$127K	+$20.7K	1	0.01%	Increased
691	Simon Quick Advisors Morristown, New Jersey	$126K	$0	1	0.06%	Maintained
692	RI Ridgewood Investments Springfield, New Jersey	$125K	+$3.68K	1	0.1%	Increased
693	Global Retirement Partners San Rafael, California	$121K	+$10.4K	5	0.02%	Increased
694	HCM Hilton Capital Management Garden City, New York	$120K	+$109K	1	0.02%	New
695	LAM Lapides Asset Management Greenwich, Connecticut	$118K	+$124K	1	0.06%	New
696	CPA Court Place Advisors Ellicott City, Maryland	$116K	$0	1	0.05%	Maintained
697	FCM Flinton Capital Management Philadelphia, Pennsylvania	$116K	$0	1	0%	Maintained
698	HL HeadInvest LLC Portland, Maine	$116K	+$13.2K	1	0.04%	Increased
699	FCI Financial Counselors Inc Overland Park, Kansas	$114K	-$1.55K	1	0%	Reduced
700	OWA Outlook Wealth Advisors Shenandoah, Texas	$113K	+$115K	1	0.07%	New