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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	SEC Seven Eight Capital New York	$218K	+$256K	2	0.05%	New
727	MAM Marketfield Asset Management New York	$217K	$0	1	0.19%	Maintained
728	AMC Asset Management Corp Northbrook, Illinois	$216K	-$55.8K	1	0.17%	Reduced
729	CH Canton Hathaway Providence, Rhode Island	$216K	+$205K	1	0.07%	New
730	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$215K	+$3.09K	1	0.32%	Increased
731	Confluence Wealth Services Mcmurray, Pennsylvania	$215K	-$4.07K	1	0.05%	Reduced
732	CL CSS LLC Chicago, Illinois	$214K	-$422K	1	0.01%	Reduced
733	CIBC Asset Management Toronto, Ontario, Canada	$213K	+$202K	1	0%	New
734	PL Parthenon LLC Louisville, Kentucky	$211K	+$226K	1	0.03%	New
735	Procyon Advisors Shelton, Connecticut	$203K	+$193K	1	0.03%	New
736	B Bellecapital Zurich, Switzerland	$202K	+$216K	1	0.05%	New
737	PEA Park Edge Advisors Cleveland, Ohio	$201K	+$215K	1	0.08%	New
738	AC Avestar Capital New York	$200K	+$93.4K	1	0.04%	Increased
739	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$194K	+$39.3K	4	0.01%	Increased
740	LA LVW Advisors Pittsford, New York	$190K	-$1.92K	1	0.04%	Reduced
741	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$187K	$0	1	0.02%	Maintained
742	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$186K	+$3.63K	1	0.01%	Increased
743	CFGS Concourse Financial Group Securities Birmingham, Alabama	$184K	-$14.8K	4	0.01%	Reduced
744	FAM Formidable Asset Management Cincinnati, Ohio	$181K	$0	1	0.04%	Maintained
745	HVCM Hel Ved Capital Management Central, Hong Kong	$181K	+$242K	1	0.09%	New
746	Blue Trust Inc Alpharetta, Georgia	$178K	+$9.4K	7	0%	Increased
747	ADL Asset Dedication LLC San Francisco, California	$177K	$0	2	0.02%	Maintained
748	Smithfield Trust Pittsburgh, Pennsylvania	$174K	$0	2	0.01%	Maintained
749	GL Graypoint LLC Albany, New York	$174K	$0	1	0.02%	Maintained
750	AC ASB Consultores Aventura, Florida	$173K	-$14.3K	1	0.07%	Reduced