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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	PPC Park Place Capital Homewood, Alabama	$261K	+$14K	5	0.08%	Increased
677	WAM Watershed Asset Management San Francisco, California	$260K	+$243K	1	0.31%	New
678	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$259K	-$614K	1	0.01%	Reduced
679	SCM SOL Capital Management Rockville, Maryland	$258K	-$188K	1	0.04%	Reduced
680	GCM Gallacher Capital Management Lone Tree, Colorado	$255K	+$16.8K	1	0.16%	Increased
681	LCM LCM Capital Management Chicago, Illinois	$254K	-$420K	1	0.21%	Reduced
682	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$252K	-$20.9K	1	0.09%	Reduced
683	TC Truvestments Capital Sarasota, Florida	$251K	+$8.62K	2	0.13%	Increased
684	AT American Trust Lexington, Kentucky	$250K	-$324K	1	0.02%	Reduced
685	1WA 180 Wealth Advisors Federal Way, Washington	$248K	+$27.2K	1	0.06%	Increased
686	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$248K	+$43	1	0.01%	Increased
687	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$247K	-$4.07K	1	0%	Reduced
688	Clearstead Advisors Cleveland, Ohio	$245K	-$59.9K	2	0.02%	Reduced
689	United Capital Financial Advisors Irving, Texas	$236K	-$6.62K	1	0%	Reduced
690	CB Centennial Bank Conway, Arkansas	$236K	-$15.9K	1	0.16%	Reduced
691	WA Waddell & Associates Memphis, Tennessee	$233K	$0	1	0.03%	Maintained
692	CP Covenant Partners Nashville, Tennessee	$233K	-$397	1	0.08%	Reduced
693	NRD Nebula Research & Development New York	$229K	-$549K	1	0.12%	Reduced
694	Mission Wealth Management Santa Barbara, California	$228K	-$235K	1	0.01%	Reduced
695	TCTC Holdings Dallas, Texas	$228K	$0	1	0.01%	Maintained
696	TD Private Client Wealth New York	$225K	-$65.8K	4	0.01%	Reduced
697	NFSG Newbridge Financial Services Group Boca Raton, Florida	$224K	+$39.4K	6	0.11%	Increased
698	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$218K	+$203K	1	0.08%	New
699	Heritage Investors Management Corp Bethesda, Maryland	$218K	-$82	1	0.01%	Reduced
700	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$217K	-$246K	1	0.03%	Reduced