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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	EWS Eagle Wealth Strategies West Deptford, New Jersey	$347K	+$291K	1	0.25%	New
727	TL Tradewinds LLC Raleigh, North Carolina	$343K	-$69.8K	1	0.11%	Reduced
728	VNA Valley National Advisers Bethlehem, Pennsylvania	$339K	-$7.17K	2	0.06%	Reduced
729	Wedbush Securities Los Angeles, California	$339K	-$74.6K	1	0.01%	Reduced
730	GCM Gallacher Capital Management Lone Tree, Colorado	$333K	+$935	1	0.15%	Increased
731	Evergreen Capital Management Bellevue, Washington	$333K	+$186K	2	0.01%	Increased
732	National Bank of Canada Montreal, Quebec, Canada	$329K	-$223K	5	0%	Reduced
733	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$326K	-$992	2	0%	Reduced
734	Blue Trust Inc Alpharetta, Georgia	$326K	+$228K	7	0%	Increased
735	RT Rockland Trust Hanover, Massachusetts	$326K	+$244K	2	0.02%	Increased
736	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$322K	$0	1	0.01%	Maintained
737	SRC Sage Rhino Capital Menlo Park, California	$321K	+$180K	2	0.07%	Increased
738	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$321K	$0	1	0.19%	Maintained
739	SCM SKBA Capital Management San Francisco, California	$319K	-$38.9K	1	0.05%	Reduced
740	PP Patten & Patten Chattanooga, Tennessee	$318K	-$34K	2	0.02%	Reduced
741	DTL Dynamic Technology Lab Singapore	$317K	-$885K	1	0.03%	Reduced
742	VCA Verdence Capital Advisors Hunt Valley, Maryland	$315K	+$16.7K	2	0.03%	Increased
743	BCA Bay Colony Advisors Concord, Massachusetts	$311K	-$57.5K	1	0.05%	Reduced
744	Regions Financial Corp Birmingham, Alabama	$310K	-$1.21M	1	0%	Reduced
745	Lighthouse Investment Partners Palm Beach Gardens, Florida	$309K	-$300K	1	0.01%	Reduced
746	MAG Millrace Asset Group Berwyn, Pennsylvania	$303K	-$1.14M	1	0.31%	Reduced
747	LCM LCM Capital Management Chicago, Illinois	$303K	+$2.33K	1	0.17%	Increased
748	AWM Avitas Wealth Management Los Angeles, California	$302K	-$18.7K	1	0.04%	Reduced
749	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$296K	+$215K	1	0.01%	New
750	Steward Partners Investment Advisory New York	$292K	-$102K	7	0%	Reduced