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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	Cresset Asset Management Chicago, Illinois	$54K	-$28.9K	1	0%	Reduced
702	CCG Cypress Capital Group Palm Beach, Florida	$54K	$0	1	0.01%	Maintained
703	AF Advisornet Financial Minnetonka, Minnesota	$53K	+$16.4K	3	0%	Increased
704	AAM Auxier Asset Management Aurora, Oregon	$53K	+$14.6K	1	0.01%	Increased
705	Cetera Investment Advisers Schaumburg, Illinois	$53K	+$7.86K	1	0.01%	Increased
706	HWA HCR Wealth Advisors Los Angeles, California	$53K	+$2.97K	1	0.02%	Increased
707	GSWM Golden State Wealth Management Santa Ana, California	$51K	+$55.5K	3	0.02%	New
708	Caprock Group Boise, Idaho	$49K	+$59.2K	1	0.01%	New
709	Ethic Inc New York	$49K	+$58.5K	1	0.04%	New
710	TF TimeScale Financial Danvers, Massachusetts	$49K	$0	2	0.02%	Maintained
711	Huntington National Bank Columbus, Ohio	$48K	-$2.5K	3	0%	Reduced
712	Sigma Planning Corp Ann Arbor, Michigan	$48K	-$18.9K	1	0%	Reduced
713	MTC McDaniel Terry & Co Austin, Texas	$47K	$0	1	0.01%	Maintained
714	Lincoln National Corp Radnor, Pennsylvania	$46K	-$4.09K	1	0%	Reduced
715	CCA Checchi Capital Advisers Beverly Hills, California	$45K	-$2.73K	1	0%	Reduced
716	Savant Capital Rockford, Illinois	$45K	+$54.4K	1	0%	New
717	ED Exane Derivatives Paris, France	$43.7K	+$52.4K	1	0.01%	Increased
718	AssetMark Inc Concord, California	$43K	-$97.2K	3	0%	Reduced
719	BWP Baldwin Wealth Partners Marion, Massachusetts	$43K	+$3.44K	1	0.01%	Increased
720	ICM Islay Capital Management Lubbock, Texas	$43K	-$4K	2	0.06%	Reduced
721	LCS Levin Capital Strategies New York	$43K	$0	1	0.01%	Maintained
722	Pathstone Family Office Englewood, New Jersey	$43K	+$276	4	0.01%	Increased
723	Edmond de Rothschild Holding Chambesy, Switzerland	$42K	$0	1	0%	Maintained
724	CCP Corient Capital Partners Newport Beach, California	$41K	+$49.5K	1	0.01%	New
725	FAM Formidable Asset Management Cincinnati, Ohio	$41K	$0	1	0.02%	Maintained