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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	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$256K	+$177K	1	0.02%	New
752	CCC Chesapeake Capital Corp Tampa, Florida	$253K	-$222K	1	0.33%	Reduced
753	EHAM Eagle Harbor Asset Management Seattle, Washington	$253K	$0	1	0.27%	Maintained
754	Perigon Wealth Management San Francisco, California	$251K	-$40.8K	1	0.01%	Reduced
755	CIM CIM Investment Management Pittsburgh, Pennsylvania	$250K	-$430K	1	0.08%	Reduced
756	CCM Connective Capital Management Palo Alto, California	$250K	+$331K	1	0.45%	New
757	CCP Clough Capital Partners Boston, Massachusetts	$248K	+$216K	1	0.03%	New
758	Independent Advisor Alliance Charlotte, North Carolina	$247K	-$1.07M	1	0.01%	Reduced
759	Flow Traders U.S. New York	$246K	-$290K	1	0.01%	Reduced
760	Farther Finance Advisors San Francisco, California	$246K	+$9.47K	7	0.01%	Increased
761	NewEdge Wealth Pittsburgh, Pennsylvania	$244K	-$23.8K	1	0.01%	Reduced
762	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$242K	-$2.46K	1	0.01%	Reduced
763	WCA Westover Capital Advisors Wilmington, Delaware	$242K	$0	1	0.06%	Maintained
764	VAM Verity Asset Management Durham, North Carolina	$240K	-$46.9K	1	0.09%	Reduced
765	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$240K	+$166K	1	0.28%	New
766	Equitable Holdings New York	$239K	+$210K	2	0%	New
767	OneDigital Investment Advisors Overland Park, Kansas	$234K	+$214K	1	0%	New
768	NFSG Newbridge Financial Services Group Boca Raton, Florida	$234K	-$19.9K	2	0.09%	Reduced
769	AssetMark Inc Concord, California	$234K	-$1.61K	4	0%	Reduced
770	Chicago Capital Chicago, Illinois	$234K	+$194K	1	0.01%	New
771	TCTC Holdings Dallas, Texas	$231K	$0	1	0.01%	Maintained
772	SW Solidarity Wealth Lehi, Utah	$227K	$0	1	0.07%	Maintained
773	Focus Financial Network Minneapolis, Minnesota	$225K	-$1.56K	2	0.01%	Reduced
774	GSC Ground Swell Capital Folly Beach, South Carolina	$225K	+$205K	1	0.17%	New
775	TWM Trueblood Wealth Management Lima, Ohio	$223K	+$204K	1	0.13%	New