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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	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$223K	$0	1	0.04%	Maintained
777	Beacon Pointe Advisors Newport Beach, California	$222K	-$4.03K	1	0%	Reduced
778	JSL JT Stratford LLC Gainesville, Georgia	$220K	+$152K	1	0.04%	New
779	SWA Stratos Wealth Advisors Beachwood, Ohio	$219K	+$195K	1	0.01%	New
780	AT American Trust Lexington, Kentucky	$219K	-$259K	1	0.02%	Reduced
781	GAMMA Investing Foster City, California	$218K	+$73.9K	7	0.03%	Increased
782	LWM Lyell Wealth Management Menlo Park, California	$217K	+$180K	1	0.02%	New
783	AIM Avity Investment Management Greenwich, Connecticut	$212K	+$176K	1	0.02%	New
784	CMF Counterpoint Mutual Funds San Diego, California	$210K	-$142K	1	0.05%	Reduced
785	Vestmark Advisory Solutions Wakefield, Massachusetts	$209K	+$206K	1	0.01%	New
786	BWG Balanced Wealth Group Westlake, Ohio	$209K	+$173K	1	0.1%	New
787	IB Intrust Bank Wichita, Kansas	$209K	-$85.6K	1	0.02%	Reduced
788	BCM Barometer Capital Management Toronto, Ontario, Canada	$208K	+$205K	1	0.08%	New
789	HA Herold Advisors New York	$207K	+$172K	1	0.05%	New
790	Deerfield Management New York	$207K	+$189K	1	0%	New
791	I InceptionR Lafayette, California	$200K	-$315K	1	0.06%	Reduced
792	GA Greenspring Advisors Towson, Maryland	$200K	$0	1	0.05%	Maintained
793	EverSource Wealth Advisors Birmingham, Alabama	$194K	+$103K	6	0.01%	Increased
794	Kayne Anderson Rudnick Investment Management Los Angeles, California	$189K	$0	1	0%	Maintained
795	Ballentine Partners Waltham, Massachusetts	$189K	+$26.4K	1	0%	Increased
796	DA DCF Advisers Greenwich, Connecticut	$189K	$0	1	0.1%	Maintained
797	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$187K	-$48.2K	2	0%	Reduced
798	Geneos Wealth Management Englewood, Colorado	$186K	+$1.09K	3	0.01%	Increased
799	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$178K	-$8.65K	4	0.01%	Reduced
800	DCM DGS Capital Management Jersey City, New Jersey	$173K	-$47K	1	0.05%	Reduced