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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	PIA Pinion Investment Advisors Wichita, Kansas	$210K	+$204K	1	0.17%	New
777	Ingalls & Snyder LLC New York	$209K	$0	1	0.01%	Maintained
778	Carnegie Investment Counsel Pepper Pike, Ohio	$207K	+$201K	1	0.01%	New
779	Homrich & Berg Atlanta, Georgia	$205K	+$192K	1	0%	New
780	Wedbush Securities Los Angeles, California	$205K	+$210K	1	0.01%	New
781	JWCA J.W. Cole Advisors Tampa, Florida	$202K	+$164K	1	0.02%	Increased
782	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$200K	-$233K	1	0.01%	Reduced
783	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$200K	+$105K	1	0.19%	Increased
784	TD Asset Management Toronto, Ontario, Canada	$196K	-$71.4K	1	0%	Reduced
785	Cullen/Frost Bankers San Antonio, Texas	$195K	-$17.6K	3	0%	Reduced
786	Ballentine Partners Waltham, Massachusetts	$193K	+$13.9K	1	0.01%	Increased
787	First Eagle Investment Management New York	$192K	+$183K	3	0%	New
788	ADL Asset Dedication LLC San Francisco, California	$187K	+$46.9K	2	0.03%	Increased
789	F F3Logic Burnsville, Minnesota	$186K	+$19.3K	1	0.02%	Increased
790	PCM Pinz Capital Management New York	$185K	+$177K	2	0.06%	New
791	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$184K	+$23.8K	1	0.01%	Increased
792	Fifth Third Bancorp Cincinnati, Ohio	$182K	-$41.5K	4	0%	Reduced
793	HR Hayden Royal Charlotte, North Carolina	$182K	-$7.36K	1	0.1%	Reduced
794	PTP Platform Technology Partners New York	$182K	+$165K	1	0.08%	New
795	IFG Investors Financial Group Plymouth, Minnesota	$181K	-$2.3M	1	0.1%	Reduced
796	VF Virtu Financial New York	$179K	-$1.43M	1	0.02%	Reduced
797	FWM Frontier Wealth Management Kansas City, Missouri	$178K	-$7.59K	1	0.01%	Reduced
798	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$177K	-$19.4K	2	0.04%	Reduced
799	Sequoia Financial Advisors Akron, Ohio	$176K	+$2.28K	1	0.01%	Increased
800	AssetMark Inc Concord, California	$175K	-$23.8M	2	0%	Reduced