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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	First Allied Advisory Services San Diego, California	$129K	+$27K	1	0%	Increased
702	Geneos Wealth Management Englewood, Colorado	$128K	+$23.9K	3	0.01%	Increased
703	TST Tech Square Trading Boston, Massachusetts	$127K	+$136K	1	0.19%	New
704	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$120K	$0	1	0.01%	Maintained
705	Global Retirement Partners San Rafael, California	$118K	+$42.7K	4	0.03%	Increased
706	Bessemer Group Woodbridge, New Jersey	$117K	+$53.8K	2	0%	Increased
707	CCB Cutter & Co Brokerage Ballwin, Missouri	$113K	+$1.22K	1	0.03%	Increased
708	Valeo Financial Advisors Carmel, Indiana	$110K	+$36.2K	4	0.01%	Increased
709	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$109K	-$4.41K	1	0.03%	Reduced
710	Cetera Investment Advisers Schaumburg, Illinois	$107K	+$114K	1	0.02%	New
711	FL Fort LP Chevy Chase, Maryland	$106K	+$110K	1	0.02%	New
712	HL HeadInvest LLC Portland, Maine	$103K	-$73.4K	1	0.03%	Reduced
713	BWM Buckley Wealth Management Las Vegas, Nevada	$102K	$0	1	0.05%	Maintained
714	ED Exane Derivatives Paris, France	$98.7K	-$2.86K	2	0.02%	Reduced
715	Mitsubishi UFJ Asset Management Tokyo, Japan	$98K	+$10.9K	1	0%	Increased
716	HJIM Henry James International Management New York	$97K	+$416	1	0.04%	Increased
717	KAH Kathryn A. Hall	$95K	+$106K	1	0.06%	New
718	HWA HCR Wealth Advisors Los Angeles, California	$94K	-$95.2K	1	0.03%	Reduced
719	FCM Flinton Capital Management Philadelphia, Pennsylvania	$92K	+$30.8K	1	0%	Increased
720	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$92K	+$3.78K	1	0.01%	Increased
721	Salem Investment Counselors Winston Salem, North Carolina	$91K	+$57.2K	1	0.01%	New
722	ClearBridge Investments New York	$90K	+$40.8K	2	0%	Increased
723	PWAC Private Wealth Advisors (California) Fresno, California	$90K	-$6.12K	1	0.06%	Reduced
724	PCG Private Capital Group West Hartford, Connecticut	$89K	+$34.2K	4	0.02%	Increased
725	AssetMark Inc Concord, California	$88K	+$67.3K	3	0%	Increased