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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	MA MONECO Advisors Fairfield, Connecticut	$93K	+$90.5K	1	0.07%	New
802	UFF USA Financial Formulas Ada, Michigan	$93K	+$90.1K	1	0.07%	New
803	AP Advisor Partners Walnut Creek, California	$92K	+$31.1K	1	0.01%	Increased
804	Caprock Group Boise, Idaho	$90K	+$17.4K	1	0.01%	Increased
805	CCG Cypress Capital Group Palm Beach, Florida	$87K	+$8.39K	1	0.02%	Increased
806	MUFG Americas New York	$86K	$0	2	0%	Maintained
807	Brown Brothers Harriman & Co New York	$85K	+$65.7K	3	0%	Increased
808	FMP Financial Management Professionals Austin, Texas	$85K	$0	3	0.03%	Maintained
809	FCI Financial Counselors Inc Overland Park, Kansas	$82K	-$5.67K	1	0%	Reduced
810	UR USCA RIA Houston, Texas	$82K	$0	1	0.01%	Maintained
811	FBC Fairfield, Bush & Co Darien, Connecticut	$79K	-$140K	1	0.03%	Reduced
812	HWA HCR Wealth Advisors Los Angeles, California	$76K	$0	1	0.02%	Maintained
813	AAM Auxier Asset Management Aurora, Oregon	$75K	$0	1	0.02%	Maintained
814	EWM Endurance Wealth Management Providence, Rhode Island	$75K	+$20K	2	0.01%	Increased
815	CCP Corient Capital Partners Newport Beach, California	$73K	+$12.2K	1	0.01%	Increased
816	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$73K	-$15.2K	1	0.02%	Reduced
817	CCA Checchi Capital Advisers Beverly Hills, California	$72K	+$7.06K	1	0.01%	Increased
818	TF TimeScale Financial Danvers, Massachusetts	$72K	$0	2	0.02%	Maintained
819	CAM Carret Asset Management New York	$70K	+$60.5K	1	0.01%	New
820	ClearBridge Investments New York	$67K	-$25.5K	2	0%	Reduced
821	MTC McDaniel Terry & Co Austin, Texas	$67K	$0	1	0.01%	Maintained
822	PHK Point72 Hong Kong Hong Kong	$67K	-$38.1K	5	0.01%	Reduced
823	SSB Sandy Spring Bank Olney, Maryland	$67K	+$1.86K	3	0.01%	Increased
824	First Horizon Advisors Memphis, Tennessee	$66K	+$23.8K	4	0.01%	Increased
825	HS Haafor (Singapore) Singapore	$66K	-$237K	1	0.11%	Reduced