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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	Palisade Capital Management Fort Lee, New Jersey	$241K	-$37.6K	1	0.01%	Reduced
727	LCM LCM Capital Management Chicago, Illinois	$241K	+$14	1	0.16%	Increased
728	WMA West Michigan Advisors Holland, Michigan	$240K	+$217K	1	0.08%	New
729	EP Wealth Advisors Torrance, California	$239K	+$442	1	0%	Increased
730	VNA Valley National Advisers Bethlehem, Pennsylvania	$238K	+$809	3	0.04%	Increased
731	CAM Carret Asset Management New York	$237K	+$215K	1	0.03%	New
732	KI Kapitalo Investimentos Sao Paulo, Brazil	$237K	+$212K	1	0.05%	Increased
733	EHAM Eagle Harbor Asset Management Seattle, Washington	$237K	+$52.2K	1	0.25%	Increased
734	IAS Insigneo Advisory Services Miami, Florida	$236K	-$22.8K	1	0.03%	Reduced
735	LCM Landscape Capital Management Englewood, New Jersey	$234K	-$234K	1	0.02%	Reduced
736	Brown Brothers Harriman & Co New York	$233K	+$24.3K	3	0%	Increased
737	Beacon Pointe Advisors Newport Beach, California	$232K	+$8.02K	1	0%	Increased
738	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$232K	-$35K	1	0%	Reduced
739	MFS Mirabella Financial Services London, United Kingdom	$232K	+$57.4K	1	0.02%	Increased
740	Larson Financial Group St Louis, Missouri	$226K	+$110K	7	0.02%	Increased
741	1WA 180 Wealth Advisors Federal Way, Washington	$221K	+$20.8K	1	0.04%	Increased
742	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$219K	+$198K	1	0.01%	New
743	NFSG Newbridge Financial Services Group Boca Raton, Florida	$217K	+$170K	4	0.09%	Increased
744	TCTC Holdings Dallas, Texas	$216K	$0	1	0.01%	Maintained
745	HBK Sorce Advisory Erie, Pennsylvania	$212K	+$192K	1	0.01%	New
746	A AlphaQuest New York	$211K	-$481K	4	0.04%	Reduced
747	FFL Future Fund LLC Chicago, Illinois	$208K	-$210K	1	1.69%	Reduced
748	NewEdge Wealth Pittsburgh, Pennsylvania	$208K	+$1.04K	1	0%	Increased
749	DCM DGS Capital Management Jersey City, New Jersey	$207K	+$16.2K	1	0.06%	Increased
750	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$205K	+$185K	1	0.01%	New