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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	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$226K	-$18K	1	0.19%	Reduced
677	Palisade Capital Management Fort Lee, New Jersey	$226K	$0	1	0.01%	Maintained
678	Brown Brothers Harriman & Co New York	$224K	$0	1	0%	Maintained
679	AT American Trust Lexington, Kentucky	$222K	-$55.2K	1	0.02%	Reduced
680	CTC Cetera Trust Company St. Paul, Minnesota	$220K	+$182K	1	0.14%	New
681	Grimes & Company Westborough, Massachusetts	$220K	-$55.5K	1	0.01%	Reduced
682	IFU iSAM Funds (UK) London, United Kingdom	$220K	+$183K	1	0.16%	New
683	SSA Sierra Summit Advisors Incline Village, Nevada	$219K	+$196K	1	0.06%	New
684	AA Auxano Advisors Bellevue, Washington	$218K	+$181K	1	0.07%	New
685	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$213K	-$166K	1	0.01%	Reduced
686	Confluence Wealth Services Mcmurray, Pennsylvania	$209K	+$173K	1	0.02%	New
687	TCTC Holdings Dallas, Texas	$209K	$0	1	0.01%	Maintained
688	FC FORA Capital Miami, Florida	$206K	-$1.23M	1	0.02%	Reduced
689	NewEdge Wealth Pittsburgh, Pennsylvania	$205K	+$6.87K	1	0.01%	Increased
690	Vestmark Advisory Solutions Wakefield, Massachusetts	$205K	-$197K	1	0.01%	Reduced
691	Beacon Pointe Advisors Newport Beach, California	$205K	-$50.4K	1	0%	Reduced
692	SP Systematic Portfolios New York	$204K	+$200K	1	0.62%	New
693	Western Wealth Management Golden, Colorado	$204K	+$169K	1	0.01%	New
694	AIA Angeles Investment Advisors Santa Monica, California	$203K	$0	1	0.01%	Maintained
695	SCM SKBA Capital Management San Francisco, California	$201K	+$166K	1	0.03%	New
696	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$199K	$0	1	0.09%	Maintained
697	Livforsakringsbolaget Skandia Stockholm, Sweden	$199K	-$323K	1	0.02%	Reduced
698	RWA Wealth Partners Newton, Massachusetts	$196K	-$671K	1	0%	Reduced
699	1WA 180 Wealth Advisors Federal Way, Washington	$192K	-$34K	1	0.04%	Reduced
700	HT Headlands Technologies Chicago, Illinois	$191K	-$142K	1	0.06%	Reduced