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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
776	IRC Investors Research Corp Atlanta, Georgia	$128K	-$10K	6	0.06%	Reduced
777	Koshinski Asset Management Decatur, Illinois	$127K	+$109K	1	0.02%	New
778	BAM Bellevue Asset Management Bellevue, Washington	$119K	$0	1	0.12%	Maintained
779	DC DeDora Capital Napa, California	$117K	$0	1	0.07%	Maintained
780	ADL Asset Dedication LLC San Francisco, California	$113K	$0	1	0.03%	Maintained
781	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$111K	$0	2	0.09%	Maintained
782	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$111K	+$105K	1	0.02%	New
783	Level Four Advisory Services Dallas, Texas	$110K	+$56.4K	1	0.01%	Increased
784	WhitTier Trust Company Reno, Nevada	$110K	$0	1	0.01%	Maintained
785	Fifth Third Bancorp Cincinnati, Ohio	$108K	+$48.5K	4	0%	Increased
786	AIA AIMZ Investment Advisors Los Altos, California	$106K	-$3.02K	1	0.07%	Reduced
787	Great Lakes Advisors Chicago, Illinois	$104K	+$96.2K	1	0%	New
788	Aspiriant LLC Los Angeles, California	$103K	+$11.1K	1	0.01%	Increased
789	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$102K	-$26.1K	1	0.01%	Reduced
790	Prime Capital Investment Advisors Overland Park, Kansas	$102K	+$90.6K	2	0.01%	Increased
791	TD Asset Management Toronto, Ontario, Canada	$102K	-$4K	1	0%	Reduced
792	CPA Court Place Advisors Ellicott City, Maryland	$101K	$0	1	0.04%	Maintained
793	Diversified Trust Memphis, Tennessee	$101K	+$97.8K	1	0.01%	New
794	KA Kovack Advisors Ft. Lauderdale, Florida	$99K	-$12.4K	1	0.02%	Reduced
795	MA Mutual Advisors Omaha, Nebraska	$99K	+$42.5K	1	0.01%	Increased
796	Plancorp LLC Saint Louis, Missouri	$99K	$0	1	0.03%	Maintained
797	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$97K	+$90.8K	1	1.51%	New
798	Ancora Advisors Cleveland, Ohio	$96K	-$869K	2	0%	Reduced
799	OWA Outlook Wealth Advisors Shenandoah, Texas	$95K	+$4.88K	1	0.04%	Increased
800	NAS Nicolet Advisory Services Green Bay, Wisconsin	$94K	$0	1	0.01%	Maintained