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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	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$202K	-$121	1	0%	Reduced
727	LG Leuthold Group Minneapolis, Minnesota	$202K	+$205K	1	0.03%	New
728	Scotia Capital Toronto, Ontario, Canada	$198K	-$2.89M	2	0%	Reduced
729	AWM Alterna Wealth Management Houston, Texas	$197K	+$11.2K	1	0.23%	Increased
730	SSG Summit Securities Group New York	$197K	+$173K	2	0.03%	Increased
731	DA Duality Advisers Miami, Florida	$197K	-$2.3M	1	0.02%	Reduced
732	FIA FNY Investment Advisers New York	$195K	-$150K	2	0.25%	Reduced
733	ERIC Eagle Rock Investment Company Atlanta, Georgia	$194K	+$1.87K	1	0.04%	Increased
734	VNA Valley National Advisers Bethlehem, Pennsylvania	$190K	+$45.4K	2	0.03%	Increased
735	Farther Finance Advisors San Francisco, California	$189K	+$16.8K	4	0.04%	Increased
736	Advisors Asset Management Monument, Colorado	$189K	+$54.5K	4	0%	Increased
737	VIA Virtus Investment Advisers Hartford, Connecticut	$177K	-$1.01M	1	0.12%	Reduced
738	C Covestor London, United Kingdom	$176K	+$1.19K	8	0.13%	Increased
739	BLC Brown, Lisle/Cummings Providence, Rhode Island	$174K	$0	2	0.08%	Maintained
740	HIA Harbor Investment Advisory Lutherville, Maryland	$170K	-$9.19K	3	0.02%	Reduced
741	AC Avestar Capital New York	$169K	-$1.24K	1	0.03%	Reduced
742	KI Kapitalo Investimentos Sao Paulo, Brazil	$162K	-$64.7K	2	0.03%	Reduced
743	LA LVW Advisors Pittsford, New York	$160K	-$1.11K	1	0.03%	Reduced
744	LTI Laffer Tengler Investments Nashville, Tennessee	$159K	-$683K	2	0.04%	Reduced
745	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$158K	$0	1	0.02%	Maintained
746	AWA Arete Wealth Advisors Chicago, Illinois	$158K	+$131K	1	0.01%	New
747	Wolverine Asset Management Chicago, Illinois	$149K	$0	1	0%	Maintained
748	CT Cambridge Trust Cambridge, Massachusetts	$149K	$0	4	0.01%	Maintained
749	GL Graypoint LLC Albany, New York	$148K	+$45.1K	1	0.01%	Increased
750	RWB RMR Wealth Builders Montclair, New Jersey	$146K	+$250	1	0.02%	Increased