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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	RWB RMR Wealth Builders Montclair, New Jersey	$173K	-$9.5K	1	0.03%	Reduced
752	HIA Harbor Investment Advisory Lutherville, Maryland	$170K	$0	3	0.03%	Maintained
753	BLC Brown, Lisle/Cummings Providence, Rhode Island	$168K	$0	2	0.09%	Maintained
754	C Covestor London, United Kingdom	$168K	+$31.5K	8	0.15%	Increased
755	SG StoneX Group New York	$167K	+$162K	2	0.02%	Increased
756	PCM Prelude Capital Management New York	$164K	-$131K	1	0.01%	Reduced
757	Benjamin F. Edwards & Company St. Louis, Missouri	$164K	+$146K	3	0.01%	Increased
758	CAAS Capital Asset Advisory Services Williamston, Michigan	$164K	-$39.9K	1	0.01%	Reduced
759	PTC Private Trust Company Cleveland, Ohio	$162K	-$3.87K	4	0.02%	Reduced
760	Central Trust Company Jefferson City, Missouri	$162K	-$10.5K	4	0%	Reduced
761	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$159K	+$167K	2	0.01%	New
762	AF Advisornet Financial Minnetonka, Minnesota	$158K	-$2.21K	6	0.01%	Reduced
763	MC Machina Capital Paris, France	$157K	+$151K	2	0.14%	New
764	DCM Dudley Capital Management Middleburg, Virginia	$157K	$0	1	0.11%	Maintained
765	NWA New World Advisors Hingham, Massachusetts	$157K	$0	1	0.06%	Maintained
766	Farther Finance Advisors San Francisco, California	$153K	+$7.11K	4	0.04%	Increased
767	MCM Marathon Capital Management Hunt Valley, Maryland	$152K	-$23.6K	1	0.04%	Reduced
768	Buckingham Strategic Wealth Clayton, Missouri	$150K	$0	1	0%	Maintained
769	CT Cambridge Trust Cambridge, Massachusetts	$149K	$0	4	0.01%	Maintained
770	Avantax Advisory Services Dallas, Texas	$148K	-$1.85K	1	0%	Reduced
771	Fiduciary Trust Boston, Massachusetts	$145K	-$14.7K	1	0%	Reduced
772	Flow Traders U.S. New York	$144K	+$138K	1	0.01%	New
773	OA Operose Advisors Milwaukee, Wisconsin	$142K	+$67.4K	1	0.07%	Increased
774	Choreo LLC Rockford, Illinois	$139K	+$2.55K	1	0%	Increased
775	AC AXQ Capital Jersey City, New Jersey	$137K	-$1.06M	1	0.05%	Reduced