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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	GL Graypoint LLC Albany, New York	$111K	+$54.3K	1	0.01%	Increased
777	DC DeDora Capital Napa, California	$110K	$0	1	0.06%	Maintained
778	CMF Counterpoint Mutual Funds San Diego, California	$109K	-$87.5K	1	0.27%	Reduced
779	DCM Dupont Capital Management Wilmington, Delaware	$109K	-$1.81M	1	0.01%	Reduced
780	AF Advisornet Financial Minnetonka, Minnesota	$107K	-$24K	5	0.01%	Reduced
781	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$107K	+$10.8K	2	0.01%	Increased
782	Caption Management Oklahoma City, Oklahoma	$105K	$0	1	0%	Maintained
783	AIA AIMZ Investment Advisors Los Altos, California	$103K	$0	1	0.05%	Maintained
784	IAIM International Assets Investment Management Orlando, Florida	$103K	-$943	1	0.02%	Reduced
785	CT Cambridge Trust Cambridge, Massachusetts	$102K	-$34K	3	0%	Reduced
786	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$102K	+$2.83K	1	0.01%	Increased
787	Advisor Partners II Walnut Creek, California	$101K	+$115K	1	0.01%	New
788	Aspiriant LLC Los Angeles, California	$101K	$0	1	0%	Maintained
789	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$101K	+$249	1	0.08%	Increased
790	Tokio Marine Asset Management Tokyo, Japan	$100K	+$114K	1	0.01%	New
791	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$99K	$0	1	0.03%	Maintained
792	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$99K	+$120K	1	0%	New
793	Huntington National Bank Columbus, Ohio	$98K	+$54.6K	5	0%	Increased
794	NWA New World Advisors Hingham, Massachusetts	$98K	+$43.9K	1	0.05%	Increased
795	IFWM Institute for Wealth Management Denver, Colorado	$96K	$0	2	0.02%	Maintained
796	AGP Autumn Glory Partners Dallas, Texas	$95K	+$54.8K	2	0.06%	Increased
797	Blue Trust Inc Alpharetta, Georgia	$95K	+$51.7K	6	0%	Increased
798	Geneos Wealth Management Englewood, Colorado	$95K	-$137K	2	0.01%	Reduced
799	Arkadios Wealth Advisors Atlanta, Georgia	$93K	+$7.96K	1	0.01%	Increased
800	Cresset Asset Management Chicago, Illinois	$93K	-$26.7K	1	0%	Reduced