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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	CT Coastline Trust Providence, Rhode Island	$217K	+$203K	1	0.03%	New
727	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$217K	+$198K	1	0.14%	New
728	Simon Quick Advisors Morristown, New Jersey	$215K	$0	1	0.08%	Maintained
729	Inspire Investing Meridian, Idaho	$214K	-$121K	1	0.07%	Reduced
730	HFA Hoover Financial Advisors Malvern, Pennsylvania	$213K	+$179K	2	0.08%	New
731	NPPM North Point Portfolio Managers Orange Village, Ohio	$212K	+$178K	1	0.04%	New
732	SCM Segantii Capital Management Hong Kong	$212K	+$198K	1	0.01%	New
733	Tidal Investments Milwaukee, Wisconsin	$212K	+$198K	1	0.03%	New
734	HIA Harbor Investment Advisory Lutherville, Maryland	$210K	-$2.42K	4	0.04%	Reduced
735	TFCP Twin Focus Capital Partners Boston, Massachusetts	$210K	+$197K	1	0.08%	New
736	CAN Claraphi Advisory Network Aliso Viejo, United States	$209K	-$76.4K	1	0.09%	Reduced
737	LAM Lapides Asset Management Greenwich, Connecticut	$207K	$0	1	0.12%	Maintained
738	CAM Columbia Asset Management Ann Arbor, Michigan	$205K	+$176K	1	0.05%	New
739	Cullen/Frost Bankers San Antonio, Texas	$205K	+$102K	4	0.01%	Increased
740	LG Leuthold Group Minneapolis, Minnesota	$205K	+$188K	1	0.03%	New
741	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$199K	$0	1	0.16%	Maintained
742	EI Ellevest Inc New York	$198K	+$37.8K	3	0.04%	Increased
743	First Allied Advisory Services San Diego, California	$194K	+$24.1K	1	0.01%	Increased
744	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$192K	-$671K	1	0.02%	Reduced
745	VFA Voya Financial Advisors Windsor, Connecticut	$192K	+$36.8K	1	0.01%	Increased
746	Caption Management Oklahoma City, Oklahoma	$191K	-$148K	1	0.01%	Reduced
747	&Partners Nashville, Tennessee	$187K	-$11.3K	1	0.23%	Reduced
748	SFS Strategic Financial Services Utica, New York	$185K	+$45.3K	1	0.02%	Increased
749	Raymond James Trust St. Petersburg, Florida	$181K	+$50.1K	1	0.01%	Increased
750	AIM Anchor Investment Management Columbia, South Carolina	$179K	-$70K	2	0.04%	Reduced