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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	PPWM PFG Private Wealth Management Lutz, Florida	$161K	+$150K	2	0.12%	Increased
727	AC Avestar Capital New York	$152K	+$576	1	0.02%	Increased
728	OA Operose Advisors Milwaukee, Wisconsin	$152K	+$22.7K	1	0.06%	Increased
729	Winton Group London, United Kingdom	$151K	+$72.6K	1	0.01%	Increased
730	Scotia Capital Toronto, Ontario, Canada	$149K	-$5.68K	2	0%	Reduced
731	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$142K	$0	1	0.02%	Maintained
732	BLC Brown, Lisle/Cummings Providence, Rhode Island	$142K	$0	2	0.06%	Maintained
733	Kayne Anderson Rudnick Investment Management Los Angeles, California	$139K	$0	1	0%	Maintained
734	Central Trust Company Jefferson City, Missouri	$138K	-$85.7K	3	0%	Reduced
735	Ballentine Partners Waltham, Massachusetts	$137K	+$19.8K	1	0%	Increased
736	Farther Finance Advisors San Francisco, California	$135K	-$14.3K	4	0.02%	Reduced
737	LA LVW Advisors Pittsford, New York	$135K	-$9.51K	1	0.03%	Reduced
738	VNA Valley National Advisers Bethlehem, Pennsylvania	$133K	+$11.7K	2	0.02%	Increased
739	CFGS Concourse Financial Group Securities Birmingham, Alabama	$131K	-$5.61K	4	0.01%	Reduced
740	GL Graypoint LLC Albany, New York	$128K	$0	1	0.01%	Maintained
741	AF Advisornet Financial Minnetonka, Minnesota	$125K	+$116K	5	0.01%	Increased
742	CT Cambridge Trust Cambridge, Massachusetts	$124K	-$35.8K	4	0.01%	Reduced
743	Stonegate Investment Group Birmingham, Alabama	$119K	-$17M	1	0%	Reduced
744	ECM Everence Capital Management Goshen, Indiana	$115K	-$3.64K	1	0.01%	Reduced
745	Caprock Group Boise, Idaho	$113K	-$4.68K	1	0.01%	Reduced
746	DI Diligent Investors Redlands, California	$112K	$0	1	0.03%	Maintained
747	BWM BCS Wealth Management Johnson City, Tennessee	$112K	+$118K	1	0.05%	New
748	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$111K	-$260K	1	0.02%	Reduced
749	TD Waterhouse Canada Toronto, Ontario, Canada	$111K	+$144	6	0%	Increased
750	Fiduciary Trust Boston, Massachusetts	$111K	+$793	1	0%	Increased