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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
726	KFA Kelleher Financial Advisors New York	$79K	+$80.9K	1	0.1%	New
727	BUB BBVA USA Bancshares Houston, Texas	$77K	+$62.4K	1	0.01%	New
728	DI DFPG Investments Sandy, Utah	$77K	+$2.31K	1	0.06%	Increased
729	MTC McDaniel Terry & Co Austin, Texas	$77K	$0	1	0.01%	Maintained
730	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$77K	+$6.25K	5	0.02%	Increased
731	HJIM Henry James International Management New York	$76K	-$10.6K	1	0.03%	Reduced
732	T TOBAM Paris, France	$76K	+$47.9K	1	0%	Increased
733	Valeo Financial Advisors Carmel, Indiana	$76K	-$15.7K	3	0.01%	Reduced
734	CPA Capital Planning Advisors Roseville, California	$73K	$0	1	0.02%	Maintained
735	CCP Corient Capital Partners Newport Beach, California	$73K	+$74.8K	1	0.01%	New
736	SRC Sage Rhino Capital Menlo Park, California	$72K	+$4.49K	1	0.05%	Increased
737	SWA Sutton Wealth Advisors Tampa, Florida	$71.7K	+$16.2K	5	0.04%	Increased
738	VCM Versant Capital Management Phoenix, Arizona	$71K	+$28.1K	5	0.03%	Increased
739	NFG Next Financial Group Houston, Texas	$70K	-$75.3K	6	0.01%	Reduced
740	Edmond de Rothschild Holding Chambesy, Switzerland	$68K	$0	1	0%	Maintained
741	XS XR Securities Chicago, Illinois	$68K	+$69.4K	1	0.01%	New
742	AIM Anchor Investment Management Columbia, South Carolina	$67.7K	+$66.4K	2	0.02%	Increased
743	Ballentine Partners Waltham, Massachusetts	$67K	-$232	1	0%	Reduced
744	AAM Auxier Asset Management Aurora, Oregon	$66K	$0	1	0.01%	Maintained
745	BWP Baldwin Wealth Partners Marion, Massachusetts	$66K	+$66.8K	1	0.01%	New
746	Huntington National Bank Columbus, Ohio	$66K	-$20.1K	3	0%	Reduced
747	PAM Palisade Asset Management Minneapolis, Minnesota	$65K	+$65.9K	1	0.01%	New
748	Lincoln National Corp Radnor, Pennsylvania	$64K	+$304	1	0%	Increased
749	QC QCM Cayman Houston, Texas	$63K	+$206	1	0.91%	Increased
750	CGL Clarius Group LLC Seattle, Washington	$61K	+$62.1K	1	0.01%	New