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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	Wolverine Asset Management Chicago, Illinois	$136K	-$1.76M	1	0%	Reduced
752	RFA Resurgent Financial Advisors Atlanta, Georgia	$135K	-$9.33K	1	0.09%	Reduced
753	Avantax Advisory Services Dallas, Texas	$134K	+$32.2K	1	0%	Increased
754	CCP Corient Capital Partners Newport Beach, California	$134K	$0	1	0.01%	Maintained
755	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$133K	-$277K	1	0.04%	Reduced
756	CC Cipher Capital New York	$133K	+$150K	1	0.02%	New
757	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$130K	-$870	1	0.01%	Reduced
758	PTC Private Trust Company Cleveland, Ohio	$130K	+$51.2K	4	0.02%	Increased
759	OCM Orion Capital Management Coronado, California	$129K	-$198K	1	0.1%	Reduced
760	HCP Hexagon Capital Partners Rogers, Arkansas	$127K	+$7.82K	4	0.04%	Increased
761	DP Dundas Partners Edinburgh, United Kingdom	$123K	$0	1	0.01%	Maintained
762	OIA Optimum Investment Advisors Chicago, Illinois	$123K	$0	2	0.07%	Maintained
763	Sequoia Financial Advisors Akron, Ohio	$122K	-$38.4K	1	0%	Reduced
764	Capstone Investment Advisors New York	$120K	$0	1	0%	Maintained
765	Choreo LLC Rockford, Illinois	$119K	+$3.71K	1	0.01%	Increased
766	QI Qtron Investments Boston, Massachusetts	$119K	+$836	1	0.03%	Increased
767	U.S. Capital Wealth Advisors Austin, Texas	$119K	+$16.5K	1	0.01%	Increased
768	Vise Technologies New York	$119K	+$14.4K	1	0.04%	Increased
769	BAM Bellevue Asset Management Bellevue, Washington	$118K	$0	1	0.09%	Maintained
770	AC ASB Consultores Aventura, Florida	$117K	+$44.4K	1	0.06%	Increased
771	C Covestor London, United Kingdom	$116K	+$3.65K	7	0.1%	Increased
772	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$114K	$0	1	0.01%	Maintained
773	Ballentine Partners Waltham, Massachusetts	$113K	+$160	1	0%	Increased
774	PP Pacifica Partners Surrey, Canada	$113K	$0	3	0.08%	Maintained
775	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$112K	+$2.6K	1	0.02%	Increased