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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	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$419K	+$10.7K	1	0.02%	Increased
752	CAM Carret Asset Management New York	$418K	$0	1	0.05%	Maintained
753	CP Covenant Partners Nashville, Tennessee	$415K	$0	1	0.15%	Maintained
754	CoreCap Advisors Southfield, Michigan	$401K	+$326K	6	0.03%	New
755	TWM TriaGen Wealth Management Calabasas, California	$396K	+$318K	1	0.2%	New
756	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$389K	-$220K	1	0.04%	Reduced
757	RCA Ranch Capital Advisors Sarasota, Florida	$386K	-$5.74K	1	0.25%	Reduced
758	EMG ETF Managers Group Summit, New Jersey	$384K	-$653K	1	0.01%	Reduced
759	OIA Optimum Investment Advisors Chicago, Illinois	$384K	-$92.3K	3	0.15%	Reduced
760	Pendal Group Sydney, Australia	$384K	+$29.7K	1	0%	Increased
761	Capstone Investment Advisors New York	$379K	+$355K	1	0%	New
762	PL Parthenon LLC Louisville, Kentucky	$379K	$0	1	0.05%	Maintained
763	TCTC Holdings Dallas, Texas	$379K	$0	1	0.02%	Maintained
764	NFG Nations Financial Group Cedar Rapids, Iowa	$378K	+$152	1	0.05%	Increased
765	AIM Allen Investment Management New York	$373K	+$350K	1	0%	New
766	PCS Personal CFO Solutions Chester, New Jersey	$372K	$0	1	0.07%	Maintained
767	Carson Wealth (CWM LLC) Omaha, Nebraska	$362K	+$312K	5	0%	New
768	AC Avestar Capital New York	$355K	-$428K	1	0.04%	Reduced
769	MAM Marketfield Asset Management New York	$354K	-$50.5K	1	0.27%	Reduced
770	TI Telemetry Investments New York	$354K	+$303K	1	0.46%	New
771	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$351K	-$11K	1	0.12%	Reduced
772	Busey Bank Urbana, Illinois	$349K	$0	1	0.01%	Maintained
773	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$349K	+$210K	2	0.03%	Increased
774	RegentAtlantic Capital Morristown, New Jersey	$348K	-$3.15K	1	0.01%	Reduced
775	Boston Partners Boston, Massachusetts	$347K	-$897K	1	0%	Reduced