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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
801	Twin Tree Management Dallas, Texas	$26K	+$28.3K	2	0%	New
802	Brown Brothers Harriman & Co New York	$25K	+$25.3K	1	0%	Increased
803	JCM Jacobi Capital Management Pittston, Pennsylvania	$25K	+$926	2	0.01%	Increased
804	BAM Bruderman Asset Management Locust Valley, New York	$24K	$0	3	0.01%	Maintained
805	FWM Focused Wealth Management Newburgh, New York	$21K	$0	3	0.01%	Maintained
806	Shelton Capital Management Denver, Colorado	$20.5K	-$357K	3	0.08%	Reduced
807	CAPTRUST Financial Advisors Raleigh, North Carolina	$20K	+$1.04K	3	0%	Increased
808	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$20K	-$8.23K	2	0%	Reduced
809	AIL AGF Investments LLC Toronto, Ontario, Canada	$19K	-$178K	1	0%	Reduced
810	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$19K	$0	2	0.01%	Maintained
811	Pathstone Family Office Englewood, New Jersey	$19K	+$4.84K	3	0%	Increased
812	ADL Asset Dedication LLC San Francisco, California	$18K	$0	1	0.01%	Maintained
813	PHK Point72 Hong Kong Hong Kong	$18K	+$6.32K	4	0.01%	Increased
814	OneDigital Investment Advisors Overland Park, Kansas	$17K	-$7.8K	2	0%	Reduced
815	TC Truvestments Capital Sarasota, Florida	$17K	+$19K	3	0.01%	New
816	GEA Glen Eagle Advisors Kingston, New Jersey	$16.9K	$0	2	0.01%	Maintained
817	Balentine LLC Atlanta, Georgia	$16K	$0	1	0%	Maintained
818	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$15K	+$612	3	0.01%	Increased
819	FIB First Interstate Bank Billings, Montana	$15K	-$93K	2	0%	Reduced
820	JFA JNBA Financial Advisors Bloomington, Minnesota	$15K	+$15.5K	1	0%	New
821	ECM Estabrook Capital Management New York	$14.3K	$0	1	0%	Maintained
822	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$14.1K	-$8.8K	5	0%	Reduced
823	AIA Alera Investment Advisors Deerfield, Illinois	$14K	+$1.79K	1	0.01%	Increased
824	LFA Legacy Financial Advisors Covington, Kentucky	$14K	-$7.45K	2	0%	Reduced
825	TCOV Trust Company of Vermont Brattleboro, Vermont	$14K	+$6.12K	2	0%	Increased