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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	DP Dundas Partners Edinburgh, United Kingdom	$124K	$0	1	0.01%	Maintained
777	EverSource Wealth Advisors Birmingham, Alabama	$123K	+$51.2K	4	0.02%	Increased
778	Ballentine Partners Waltham, Massachusetts	$122K	-$1.09K	1	0%	Reduced
779	Geneos Wealth Management Englewood, Colorado	$120K	$0	2	0.01%	Maintained
780	DC DeDora Capital Napa, California	$119K	$0	1	0.06%	Maintained
781	Independent Financial Group San Diego, California	$119K	-$305K	1	0.01%	Reduced
782	AGP Autumn Glory Partners Dallas, Texas	$118K	$0	2	0.06%	Maintained
783	HCP Hexagon Capital Partners Rogers, Arkansas	$114K	-$45.4K	5	0.03%	Reduced
784	Valeo Financial Advisors Carmel, Indiana	$114K	+$42.7K	1	0.01%	Increased
785	PP Pacifica Partners Surrey, Canada	$112K	+$6.96K	4	0.08%	Increased
786	Aspiriant LLC Los Angeles, California	$111K	$0	1	0.01%	Maintained
787	AIA AIMZ Investment Advisors Los Altos, California	$108K	-$4.61K	1	0.05%	Reduced
788	Kayne Anderson Rudnick Investment Management Los Angeles, California	$107K	$0	1	0%	Maintained
789	CMF Counterpoint Mutual Funds San Diego, California	$106K	-$3.43K	1	0.11%	Reduced
790	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$106K	-$17.9K	1	0.01%	Reduced
791	Arkadios Wealth Advisors Atlanta, Georgia	$103K	+$2.32K	1	0.01%	Increased
792	PVH Psagot Value Holdings Tel Aviv, Israel	$102K	+$90.4K	1	0.03%	New
793	Raymond James Trust St. Petersburg, Florida	$100K	-$143	1	0%	Reduced
794	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$99.8K	+$437	2	0.02%	Increased
795	TI TTP Investments San Jose, California	$99.4K	+$98.5K	1	0.1%	New
796	Plancorp LLC Saint Louis, Missouri	$98.1K	+$3.79K	1	0.01%	Increased
797	AC Avestar Capital New York	$97.4K	-$87.6K	1	0.02%	Reduced
798	VFA Virtus Fund Advisers Hartford, Connecticut	$96.4K	+$95.5K	1	0.69%	New
799	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$95.3K	+$94.7K	1	0.11%	New
800	EFG Everhart Financial Group Dublin, Ohio	$93.4K	-$1.99K	1	0.05%	Reduced