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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	PHS Pekin Hardy Strauss Chicago, Illinois	$154K	+$132K	1	0.03%	Increased
727	Wolverine Asset Management Chicago, Illinois	$151K	+$173K	3	0%	New
728	AIM Anchor Investment Management Columbia, South Carolina	$151K	-$9.76K	3	0.03%	Reduced
729	ECM Everence Capital Management Goshen, Indiana	$148K	-$170K	1	0.02%	Reduced
730	Great Lakes Advisors Chicago, Illinois	$147K	+$44.1K	1	0%	Increased
731	JWCA J.W. Cole Advisors Tampa, Florida	$147K	+$169K	1	0.01%	New
732	W WealthStone Columbus, Ohio	$147K	-$206K	1	0.07%	Reduced
733	CL CSS LLC Chicago, Illinois	$144K	+$157K	1	0.01%	New
734	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$137K	-$183K	1	0.01%	Reduced
735	ADL Asset Dedication LLC San Francisco, California	$136K	+$39.9K	2	0.03%	Increased
736	LAM Lapides Asset Management Greenwich, Connecticut	$136K	-$63.5K	1	0.07%	Reduced
737	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$135K	+$122K	3	0.05%	Increased
738	CBT Capital Bank & Trust Irvine, California	$134K	$0	1	0%	Maintained
739	Jupiter Asset Management London, United Kingdom	$134K	+$148K	1	0%	New
740	KA Kovack Advisors Ft. Lauderdale, Florida	$131K	+$49.5K	1	0.02%	Increased
741	Global Retirement Partners San Rafael, California	$125K	-$4.69K	5	0.02%	Reduced
742	Ballentine Partners Waltham, Massachusetts	$122K	+$9.66K	1	0.01%	Increased
743	FWM Frontier Wealth Management Kansas City, Missouri	$122K	$0	1	0.01%	Maintained
744	Wedbush Securities Los Angeles, California	$120K	-$493K	1	0.01%	Reduced
745	DI Diligent Investors Redlands, California	$118K	$0	1	0.05%	Maintained
746	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$118K	$0	1	0.05%	Maintained
747	TFA Toth Financial Advisory Leesburg, Virginia	$115K	-$937K	4	0.02%	Reduced
748	Kestra Private Wealth Services Austin, Texas	$111K	+$127K	1	0.01%	New
749	AAM Azzad Asset Management Falls Church, Virginia	$110K	+$141K	1	0.02%	New
750	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$110K	+$125K	1	0.09%	New