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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
701	OIA Optimum Investment Advisors Chicago, Illinois	$41K	-$14.3K	2	0.01%	Reduced
702	PCP Proficio Capital Partners Newton, Massachusetts	$41K	-$2.1K	4	0.02%	Reduced
703	AQA Alpha Quant Advisors Irving, Texas	$40K	+$41.2K	2	0.04%	New
704	CC Colrain Capital Boston, Massachusetts	$40K	-$2.14M	1	0.05%	Reduced
705	DP DDD Partners Bellevue, Washington	$40K	+$50.2K	1	0.01%	New
706	CFA Carroll Financial Associates Charlotte, North Carolina	$39K	+$6.25K	3	0%	Increased
707	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$39K	+$45.5K	1	0.02%	New
708	Central Trust Company Jefferson City, Missouri	$38K	+$1.28K	3	0%	Increased
709	PWM PRW Wealth Management Quincy, Massachusetts	$38K	+$35.7K	1	0.05%	New
710	WAM Watermark Asset Management San Ramon, California	$38K	+$591	2	0.02%	Increased
711	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$35K	-$623	3	0.03%	Reduced
712	SHJ Sharkey, Howes & Javer Denver, Colorado	$34K	$0	1	0.02%	Maintained
713	GAM Gemmer Asset Management Walnut Creek, California	$31K	+$2.71K	4	0.01%	Increased
714	Cresset Asset Management Chicago, Illinois	$30K	+$30.4K	6	0%	New
715	RE RBC Europe London, United Kingdom	$29.2K	-$30.2K	6	0%	Reduced
716	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$28K	+$5.11K	3	0%	Increased
717	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$28K	+$5.51K	2	0.02%	Increased
718	JA JOYN Advisors Atlanta, Georgia	$28K	+$14.7K	4	0.01%	Increased
719	SSP Sapphire Star Partners Redmond, Washington	$28K	+$32.6K	1	0.04%	New
720	First Horizon Advisors Memphis, Tennessee	$27K	+$3.08K	3	0%	Increased
721	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$26K	+$14K	3	0.03%	Increased
722	Fifth Third Bancorp Cincinnati, Ohio	$26K	-$186K	4	0%	Reduced
723	OneDigital Investment Advisors Overland Park, Kansas	$26K	+$2.58K	2	0%	Increased
724	PRC Pearl River Capital Niles, Michigan	$26K	+$31.3K	3	0.12%	New
725	LJHT Laurie J. Hall Trustee	$24K	-$4.45K	2	0.01%	Reduced