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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
751	Cresset Asset Management Chicago, Illinois	$173K	+$83.2K	1	0%	Increased
752	TC Truvestments Capital Sarasota, Florida	$171K	+$138K	3	0.17%	Increased
753	Quadrant Capital Group Cincinnati, Ohio	$169K	-$315K	5	0.04%	Reduced
754	Centiva Capital New York	$166K	-$536K	1	0.01%	Reduced
755	OFS OneAscent Financial Services Birmingham, Alabama	$165K	+$4.54K	1	0.11%	Increased
756	Valeo Financial Advisors Carmel, Indiana	$165K	+$47.5K	4	0.02%	Increased
757	Focus Financial Network Minneapolis, Minnesota	$160K	+$38.8K	1	0.02%	Increased
758	Brandywine Global Investment Management Philadelphia, Pennsylvania	$154K	+$14.8K	1	0%	Increased
759	Global Retirement Partners San Rafael, California	$153K	+$5.58K	5	0.02%	Increased
760	AF Advisornet Financial Minnetonka, Minnesota	$151K	+$80.2K	4	0.01%	Increased
761	CBT Capital Bank & Trust Irvine, California	$151K	-$3K	1	0%	Reduced
762	NGA Naples Global Advisors Naples, Florida	$151K	$0	1	0.03%	Maintained
763	Independent Financial Group San Diego, California	$150K	-$20.6K	1	0.03%	Reduced
764	BWM BerganKDV Wealth Management Bloomington, Minnesota	$150K	-$63.4K	3	0.03%	Reduced
765	FWM Frontier Wealth Management Kansas City, Missouri	$138K	+$4.76K	1	0.01%	Increased
766	TPWA TRUE Private Wealth Advisors Salem, Oregon	$137K	+$24.8K	4	0.03%	Increased
767	JCM JS Capital Management New York	$136K	+$125K	1	0.01%	New
768	Bailard Foster City, California	$135K	-$2.59K	1	0.01%	Reduced
769	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$133K	$0	1	0.06%	Maintained
770	CFA Carroll Financial Associates Charlotte, North Carolina	$132K	+$68.8K	4	0.01%	Increased
771	DI Diligent Investors Redlands, California	$132K	$0	1	0.06%	Maintained
772	IAIM International Assets Investment Management Orlando, Florida	$131K	+$945	1	0.03%	Increased
773	Geneos Wealth Management Englewood, Colorado	$129K	+$6.82K	4	0.01%	Increased
774	Ballentine Partners Waltham, Massachusetts	$128K	+$110K	1	0.01%	New
775	CAAS Capital Asset Advisory Services Williamston, Michigan	$128K	+$97.5K	1	0.03%	New