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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	SCM SKBA Capital Management San Francisco, California	$298K	-$30.1K	1	0.05%	Reduced
727	GP Girard Partners King Of Prussia, Pennsylvania	$298K	-$47.7K	1	0.03%	Reduced
728	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$296K	$0	1	0.2%	Maintained
729	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$294K	$0	1	0.19%	Maintained
730	Journey Strategic Wealth Summit, New Jersey	$293K	+$243K	1	0.01%	New
731	Larson Financial Group St Louis, Missouri	$292K	+$29K	7	0.02%	Increased
732	VCA Verdence Capital Advisors Hunt Valley, Maryland	$291K	-$4.04K	2	0.03%	Reduced
733	EP Wealth Advisors Torrance, California	$290K	+$10.9K	1	0%	Increased
734	SMH Sanders Morris Harris Houston, Texas	$289K	$0	1	0.05%	Maintained
735	WMA West Michigan Advisors Holland, Michigan	$287K	$0	1	0.09%	Maintained
736	GCM Gallacher Capital Management Lone Tree, Colorado	$287K	+$19.6K	1	0.15%	Increased
737	AIA Angeles Investment Advisors Santa Monica, California	$287K	+$19.4K	2	0.01%	Increased
738	VNA Valley National Advisers Bethlehem, Pennsylvania	$285K	+$1.2K	4	0.04%	Increased
739	AIA Group Hong Kong	$285K	-$64.2K	1	0.01%	Reduced
740	MNBTD Moody National Bank Trust Division Galveston, Texas	$281K	-$120K	1	0.02%	Reduced
741	AC AXQ Capital Jersey City, New Jersey	$272K	-$496K	1	0.06%	Reduced
742	IAS Insigneo Advisory Services Miami, Florida	$268K	+$36.5K	2	0.03%	Increased
743	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$267K	-$42.7K	1	0.03%	Reduced
744	C Covestor London, United Kingdom	$267K	+$62.5K	8	0.17%	Increased
745	AWM Avitas Wealth Management Los Angeles, California	$264K	+$219K	1	0.04%	New
746	YCM Yakira Capital Management Westport, Connecticut	$262K	+$228K	1	0.1%	New
747	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$262K	$0	1	0.01%	Maintained
748	WTG West Tower Group Richmond, Virginia	$260K	+$238K	2	0.7%	New
749	LCM LCM Capital Management Chicago, Illinois	$260K	+$2.5K	1	0.16%	Increased
750	1WA 180 Wealth Advisors Federal Way, Washington	$259K	+$13K	1	0.04%	Increased