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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	Robertson Stephens Wealth Management San Francisco, California	$112K	+$114K	1	0.06%	New
702	TD Asset Management Toronto, Ontario, Canada	$111K	+$1.53K	1	0%	Increased
703	Caprock Group Boise, Idaho	$110K	-$40.3K	1	0.02%	Reduced
704	IFWM Institute for Wealth Management Denver, Colorado	$110K	+$24.3K	2	0.03%	Increased
705	JT Jump Trading Chicago, Illinois	$107K	+$109K	1	0%	New
706	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$107K	+$49.3K	2	0.02%	Increased
707	Bailard Foster City, California	$106K	+$97.8K	1	0.01%	New
708	SFS Strategic Financial Services Utica, New York	$106K	$0	1	0.01%	Maintained
709	RM Resource Management Metairie, Louisiana	$100K	+$516	1	0.02%	Increased
710	ED Exane Derivatives Paris, France	$99.9K	+$10.3K	1	0.02%	Increased
711	FAM Formidable Asset Management Cincinnati, Ohio	$99K	+$3.35K	1	0.09%	Increased
712	WhitTier Trust Company Reno, Nevada	$99K	+$105K	1	0.01%	Increased
713	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$97K	$0	1	0.02%	Maintained
714	Cetera Investment Advisers Schaumburg, Illinois	$94K	+$1.07K	1	0.01%	Increased
715	CCB Cutter & Co Brokerage Ballwin, Missouri	$94K	+$7.76K	1	0.03%	Increased
716	ER Enlightenment Research Miami, Florida	$92K	-$527K	1	0.2%	Reduced
717	Fiduciary Trust Boston, Massachusetts	$91K	+$38.5K	1	0%	Increased
718	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$91K	+$14.7K	1	0.01%	Increased
719	Central Trust Company Jefferson City, Missouri	$88K	+$41.3K	4	0.01%	Increased
720	CCG Cypress Capital Group Palm Beach, Florida	$88K	+$90.1K	1	0.02%	New
721	CCA Checchi Capital Advisers Beverly Hills, California	$87K	-$11.7K	1	0.01%	Reduced
722	FWM Frontier Wealth Management Kansas City, Missouri	$83K	$0	1	0.01%	Maintained
723	Centiva Capital New York	$82K	-$240K	1	0.01%	Reduced
724	PCG Private Capital Group West Hartford, Connecticut	$80K	-$7.6K	4	0.01%	Reduced
725	ClearBridge Investments New York	$79K	-$15.6K	3	0%	Reduced