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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	AT American Trust Lexington, Kentucky	$243K	-$21.4K	1	0.02%	Reduced
777	CMF Counterpoint Mutual Funds San Diego, California	$242K	+$38.1K	1	0.05%	Increased
778	AssetMark Inc Concord, California	$241K	+$11.4K	6	0%	Increased
779	Ballentine Partners Waltham, Massachusetts	$239K	+$18.6K	1	0%	Increased
780	EHAM Eagle Harbor Asset Management Seattle, Washington	$239K	-$49.5K	1	0.24%	Reduced
781	Choate Investment Advisors Boston, Massachusetts	$238K	+$204K	1	0.01%	New
782	Mount Yale Investment Advisors Denver, Colorado	$237K	+$202K	1	0.02%	New
783	Dakota Wealth Management Palm Beach Gardens, Florida	$237K	+$229K	1	0.01%	New
784	BSB Bangor Savings Bank Bangor, Maine	$236K	-$1.78M	1	0.02%	Reduced
785	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$233K	+$196K	1	0.03%	New
786	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$231K	$0	1	0.24%	Maintained
787	Advisors Capital Management Ridgewood, New Jersey	$230K	+$197K	1	0%	New
788	Global Retirement Partners San Rafael, California	$230K	-$132K	7	0.01%	Reduced
789	SPA Sherbrooke Park Advisers White Plains, New York	$225K	-$1.17M	1	0.05%	Reduced
790	TPI Trust Point Inc La Crosse, Wisconsin	$224K	+$192K	1	0.02%	New
791	WCA Westover Capital Advisors Wilmington, Delaware	$223K	$0	1	0.04%	Maintained
792	TWM Trueblood Wealth Management Lima, Ohio	$223K	$0	1	0.11%	Maintained
793	MAM Morse Asset Management Darien, Connecticut	$222K	+$187K	1	0.05%	New
794	IB Intrust Bank Wichita, Kansas	$221K	-$39.1K	1	0.02%	Reduced
795	DA DCF Advisers Greenwich, Connecticut	$219K	$0	1	0.09%	Maintained
796	Chicago Partners Investment Group Chicago, Illinois	$217K	+$166K	1	0.01%	New
797	Nomura Asset Management Tokyo, Japan	$213K	+$56K	3	0%	Increased
798	IC Innealta Capital Austin, Texas	$210K	-$174K	1	0.09%	Reduced
799	SW Solidarity Wealth Lehi, Utah	$209K	$0	1	0.06%	Maintained
800	BWA BlueChip Wealth Advisors Milton, Georgia	$208K	+$175K	1	0.11%	New