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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	NewEdge Wealth Pittsburgh, Pennsylvania	$217K	-$2.27K	1	0.01%	Reduced
702	AIA Angeles Investment Advisors Santa Monica, California	$213K	+$198K	1	0.02%	New
703	JIP Jaffetilchin Investment Partners Tampa, Florida	$212K	+$198K	1	0.02%	New
704	MM MQS Management New York	$211K	-$642K	1	0.13%	Reduced
705	EP Wealth Advisors Torrance, California	$208K	+$189K	1	0%	New
706	SWA Stratos Wealth Advisors Beachwood, Ohio	$208K	-$2.21K	1	0.01%	Reduced
707	IAM Innovis Asset Management Chicago, Illinois	$207K	-$221K	1	0.08%	Reduced
708	VWM Venturi Wealth Management Austin, Texas	$203K	-$4.7K	1	0.02%	Reduced
709	CAM Claret Asset Management Montreal, Quebec, Canada	$203K	+$189K	1	0.04%	New
710	Brown Brothers Harriman & Co New York	$201K	$0	1	0%	Maintained
711	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$200K	-$105K	1	0%	Reduced
712	Palisade Capital Management Fort Lee, New Jersey	$199K	$0	1	0.01%	Maintained
713	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$195K	-$19.6K	3	0%	Reduced
714	Global Retirement Partners San Rafael, California	$193K	-$37.6K	5	0.01%	Reduced
715	NC NewSquare Capital Newtown Square, Pennsylvania	$192K	+$204K	3	0.02%	Increased
716	ERIC Eagle Rock Investment Company Atlanta, Georgia	$188K	$0	1	0.04%	Maintained
717	Steward Partners Investment Advisory New York	$187K	+$9.87K	5	0%	Increased
718	DCM DGS Capital Management Jersey City, New Jersey	$186K	+$140K	1	0.09%	Increased
719	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$181K	+$73.9K	1	0.01%	Increased
720	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$180K	+$203K	1	0.01%	New
721	HCA Harbor Capital Advisors Chicago, Illinois	$180K	-$68.8K	1	0.04%	Reduced
722	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$179K	+$255K	1	0.08%	New
723	CC Cipher Capital New York	$175K	+$181K	1	0.12%	New
724	IFP Advisors Tampa, Florida	$175K	-$603K	8	0.01%	Reduced
725	C Covestor London, United Kingdom	$164K	-$12.7K	8	0.12%	Reduced