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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	Greenleaf Trust Kalamazoo, Michigan	$888K	+$15.7K	3	0.01%	Increased
702	Stratos Wealth Partners Beachwood, Ohio	$876K	+$174K	3	0.01%	Increased
703	PCA Prosperity Capital Advisors Westlake, Ohio	$867K	$0	1	0.07%	Maintained
704	RSC Red Spruce Capital Berwyn, Pennsylvania	$859K	+$257K	2	0.38%	Increased
705	CCC Chesapeake Capital Corp Tampa, Florida	$857K	-$1.87K	2	0.87%	Reduced
706	AFP Ausdal Financial Partners Davenport, Iowa	$855K	-$2.9K	1	0.07%	Reduced
707	GAMMA Investing Foster City, California	$850K	+$192K	9	0.07%	Increased
708	MGO One Seven Beachwood, Ohio	$849K	+$776K	2	0.03%	Increased
709	PEA Park Edge Advisors Cleveland, Ohio	$848K	$0	1	0.25%	Maintained
710	YCM Yakira Capital Management Westport, Connecticut	$840K	+$456K	1	0.3%	Increased
711	Quadrant Capital Group Cincinnati, Ohio	$839K	+$29.8K	9	0.06%	Increased
712	WA Waddell & Associates Memphis, Tennessee	$836K	+$118K	2	0.09%	Increased
713	CAM Claret Asset Management Montreal, Quebec, Canada	$828K	+$205K	3	0.13%	Increased
714	Parallel Advisors San Francisco, California	$828K	+$16.4K	9	0.02%	Increased
715	WMA West Michigan Advisors Holland, Michigan	$818K	+$431K	2	0.25%	Increased
716	Mission Wealth Management Santa Barbara, California	$818K	+$43.3K	2	0.02%	Increased
717	TSW Three Seasons Wealth Salt Lake City, Utah	$818K	+$864K	1	0.4%	New
718	AA Auxano Advisors Bellevue, Washington	$810K	-$308K	1	0.2%	Reduced
719	LOAMU Lombard Odier Asset Management (USA) New York	$805K	-$110K	1	0.06%	Reduced
720	WAM Westport Asset Management Southport, Connecticut	$798K	$0	1	0.38%	Maintained
721	Edmond de Rothschild Holding Chambesy, Switzerland	$795K	+$637K	2	0.01%	Increased
722	Fifth Third Bancorp Cincinnati, Ohio	$780K	-$40.8K	6	0%	Reduced
723	SW SkyOak Wealth Southfield, Michigan	$771K	+$108K	1	0.16%	Increased
724	RA RiverPark Advisors New York	$768K	-$77.7K	3	0.61%	Reduced
725	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$763K	+$164K	3	0.12%	Increased