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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	ERIC Eagle Rock Investment Company Atlanta, Georgia	$179K	$0	1	0.05%	Maintained
727	Cetera Advisors Denver, Colorado	$177K	-$430K	1	0%	Reduced
728	Robeco Institutional Asset Management Rotterdam, Netherlands	$176K	+$196K	1	0%	New
729	EPM Equitec Proprietary Markets Chicago, Illinois	$175K	+$198K	1	0.05%	Increased
730	AC Avestar Capital New York	$171K	-$19.4K	1	0.04%	Reduced
731	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$170K	-$9.09K	1	0.01%	Reduced
732	EBA Eagle Bay Advisors New York	$166K	+$21.8K	3	0.1%	Increased
733	LA LVW Advisors Pittsford, New York	$165K	-$9.38K	1	0.04%	Reduced
734	Central Trust Company Jefferson City, Missouri	$164K	+$73.6K	4	0.01%	Increased
735	SIA Schechter Investment Advisors Birmingham, Michigan	$164K	-$163K	1	0.02%	Reduced
736	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$162K	$0	1	0.03%	Maintained
737	RWB RMR Wealth Builders Montclair, New Jersey	$159K	+$24	1	0.04%	Increased
738	AWG Altus Wealth Group Colorado Springs, Colorado	$156K	$0	1	0.16%	Maintained
739	CG Cutler Group San Francisco, California	$154K	-$634K	6	0.01%	Reduced
740	MCM Marathon Capital Management Hunt Valley, Maryland	$154K	-$4.86K	1	0.04%	Reduced
741	ADL Asset Dedication LLC San Francisco, California	$152K	+$175K	3	0.02%	New
742	Scotia Capital Toronto, Ontario, Canada	$152K	-$33.7K	2	0%	Reduced
743	Buckingham Strategic Wealth Clayton, Missouri	$150K	+$170K	2	0%	New
744	GAMCO Investors Greenwich, Connecticut	$150K	-$70.9K	1	0%	Reduced
745	LC Lindbrook Capital Calabasas, California	$149K	+$35.9K	7	0.03%	Increased
746	Old Mission Capital Chicago, Illinois	$143K	-$2.83M	1	0%	Reduced
747	Y-Intercept (HK) Hong Kong	$142K	-$1.52M	1	0.01%	Reduced
748	Fiduciary Trust Boston, Massachusetts	$139K	$0	1	0%	Maintained
749	WFI West Family Investments Carlsbad, California	$137K	+$156K	1	0.06%	New
750	Smithfield Trust Pittsburgh, Pennsylvania	$136K	-$632K	2	0.01%	Reduced