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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	FWM Frontier Wealth Management Kansas City, Missouri	$172K	-$10.7K	1	0.01%	Reduced
777	Valeo Financial Advisors Carmel, Indiana	$172K	+$79.1K	1	0.01%	Increased
778	HR Hayden Royal Charlotte, North Carolina	$171K	-$16.9K	1	0.28%	Reduced
779	Cresset Asset Management Chicago, Illinois	$168K	+$17K	1	0%	Increased
780	MAM Meeder Asset Management Dublin, Ohio	$168K	+$172K	6	0.01%	Increased
781	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$165K	$0	1	0.04%	Maintained
782	TD Asset Management Toronto, Ontario, Canada	$165K	$0	1	0%	Maintained
783	DI Diligent Investors Redlands, California	$164K	$0	1	0.06%	Maintained
784	UMC United Maritime Capital New York	$164K	$0	1	0.18%	Maintained
785	Fiduciary Trust Boston, Massachusetts	$160K	$0	1	0%	Maintained
786	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$158K	+$27.9K	6	0.01%	Increased
787	VanEck Associates New York	$158K	+$63.6K	1	0%	Increased
788	AWG Altus Wealth Group Colorado Springs, Colorado	$156K	+$180K	1	0.16%	New
789	Fifth Third Bancorp Cincinnati, Ohio	$155K	-$12.1K	5	0%	Reduced
790	Avantax Advisory Services Dallas, Texas	$153K	-$16.7K	1	0%	Reduced
791	JIR James Investment Research Alpha, Ohio	$153K	-$429K	1	0.01%	Reduced
792	HCM Hollencrest Capital Management Newport Beach, California	$152K	+$175K	1	0.01%	New
793	QT Quantamental Technologies White Plains, New York	$152K	-$267K	1	0.1%	Reduced
794	Asset Management One Tokyo, Japan	$150K	+$143K	1	0%	New
795	EI Ellevest Inc New York	$149K	+$56.5K	3	0.01%	Increased
796	PVH Psagot Value Holdings Tel Aviv, Israel	$149K	+$156K	1	0.03%	Increased
797	BAM Bellevue Asset Management Bellevue, Washington	$148K	$0	1	0.09%	Maintained
798	NGA Naples Global Advisors Naples, Florida	$148K	$0	1	0.02%	Maintained
799	DC DeDora Capital Napa, California	$147K	+$7.33K	1	0.06%	Increased
800	Edmond de Rothschild Holding Chambesy, Switzerland	$147K	$0	2	0%	Maintained