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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	Benjamin F. Edwards & Company St. Louis, Missouri	$146K	+$8.65K	3	0.01%	Increased
752	ADL Asset Dedication LLC San Francisco, California	$145K	-$2.94K	2	0.01%	Reduced
753	DP Dundas Partners Edinburgh, United Kingdom	$145K	$0	1	0.01%	Maintained
754	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$145K	-$3.08K	1	0.2%	Reduced
755	VCA Verdence Capital Advisors Hunt Valley, Maryland	$143K	-$2.7M	2	0.02%	Reduced
756	CFGS Concourse Financial Group Securities Birmingham, Alabama	$142K	-$17.2K	5	0.01%	Reduced
757	TD Waterhouse Canada Toronto, Ontario, Canada	$136K	-$234K	6	0%	Reduced
758	PTC Private Trust Company Cleveland, Ohio	$136K	-$3.61K	4	0.02%	Reduced
759	DCM Dudley Capital Management Middleburg, Virginia	$133K	$0	1	0.09%	Maintained
760	Ballentine Partners Waltham, Massachusetts	$131K	+$16.3K	1	0%	Increased
761	PP PDS Planning Dublin, Ohio	$131K	+$59K	1	0.02%	Increased
762	Jupiter Asset Management London, United Kingdom	$131K	+$149K	1	0%	New
763	Caprock Group Boise, Idaho	$131K	+$31.6K	1	0.01%	Increased
764	ECM Everence Capital Management Goshen, Indiana	$128K	$0	1	0.01%	Maintained
765	PP Patten & Patten Chattanooga, Tennessee	$125K	-$127K	1	0.01%	Reduced
766	DI Diligent Investors Redlands, California	$125K	+$127K	1	0.04%	New
767	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$124K	-$34.9K	1	0.01%	Reduced
768	Avantax Advisory Services Dallas, Texas	$123K	-$2.47K	1	0%	Reduced
769	Fiduciary Trust Boston, Massachusetts	$122K	-$203	1	0%	Reduced
770	Choreo LLC Rockford, Illinois	$119K	+$1.53K	1	0%	Increased
771	OA Operose Advisors Milwaukee, Wisconsin	$115K	$0	1	0.05%	Maintained
772	BAM Bellevue Asset Management Bellevue, Washington	$113K	$0	1	0.07%	Maintained
773	Kayne Anderson Rudnick Investment Management Los Angeles, California	$111K	$0	1	0%	Maintained
774	Valeo Financial Advisors Carmel, Indiana	$109K	+$3.14K	1	0.01%	Increased
775	Winton Group London, United Kingdom	$108K	-$8.94M	1	0.01%	Reduced