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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	AF Advisornet Financial Minnetonka, Minnesota	$84K	-$41.9K	5	0.01%	Reduced
777	First Horizon Advisors Memphis, Tennessee	$84K	+$30.1K	5	0.01%	Increased
778	TPWA TRUE Private Wealth Advisors Salem, Oregon	$84K	-$28.5K	3	0.01%	Reduced
779	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$83K	-$8.76K	1	0.01%	Reduced
780	RE RBC Europe London, United Kingdom	$82.3K	+$37.2K	6	0.01%	Increased
781	UR USCA RIA Houston, Texas	$82K	+$10.6K	1	0.01%	Increased
782	GAM Griffin Asset Management New York	$81K	+$91.6K	1	0.01%	New
783	LJHT Laurie J. Hall Trustee	$80K	+$87.3K	3	0.04%	New
784	WhitTier Trust Company Reno, Nevada	$80K	$0	1	0%	Maintained
785	HS Haafor (Singapore) Singapore	$79K	+$23.5K	1	0.16%	Increased
786	NAS Nicolet Advisory Services Green Bay, Wisconsin	$79K	-$5.58K	1	0.01%	Reduced
787	AIM Alambic Investment Management Belvedere, California	$78K	-$556K	1	0.86%	Reduced
788	Aspiriant LLC Los Angeles, California	$78K	-$15.2K	1	0.01%	Reduced
789	Caprock Group Boise, Idaho	$77K	-$4.17K	1	0.01%	Reduced
790	CCG Cypress Capital Group Palm Beach, Florida	$77K	$0	1	0.01%	Maintained
791	HS HighVista Strategies Boston, Massachusetts	$77K	+$96.9K	1	0.06%	New
792	JIP Jaffetilchin Investment Partners Tampa, Florida	$75K	-$368K	1	0.01%	Reduced
793	OL Optas LLC Austin, Texas	$74K	+$84.4K	1	0.02%	New
794	HWA HCR Wealth Advisors Los Angeles, California	$73K	$0	1	0.02%	Maintained
795	MA MONECO Advisors Fairfield, Connecticut	$73K	+$11.4K	1	0.05%	Increased
796	NFSG Newbridge Financial Services Group Boca Raton, Florida	$73K	+$96.9K	2	0.07%	New
797	FCI Financial Counselors Inc Overland Park, Kansas	$72K	-$886	1	0%	Reduced
798	Harvest Fund Management Beijing, China	$72K	-$246K	1	0.01%	Reduced
799	Level Four Advisory Services Dallas, Texas	$71K	-$31.3K	1	0.01%	Reduced
800	RIA Realta Investment Advisors Wilmington, Delaware	$71K	+$81.5K	1	0.02%	New