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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	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$70K	-$1.26M	1	0.04%	Reduced
802	Ancora Advisors Cleveland, Ohio	$69K	-$19.5K	3	0%	Reduced
803	CCA Checchi Capital Advisers Beverly Hills, California	$69K	+$5.04K	1	0.01%	Increased
804	FMP Financial Management Professionals Austin, Texas	$68K	$0	3	0.02%	Maintained
805	AAM Auxier Asset Management Aurora, Oregon	$67K	$0	1	0.01%	Maintained
806	XS XR Securities Chicago, Illinois	$66K	+$76.3K	1	0.01%	New
807	CCP Corient Capital Partners Newport Beach, California	$65K	-$54	1	0.01%	Reduced
808	EWM Endurance Wealth Management Providence, Rhode Island	$65K	-$2K	1	0.01%	Reduced
809	TCM Tegean Capital Management New York	$65K	+$70.5K	1	0.18%	New
810	JFA JNBA Financial Advisors Bloomington, Minnesota	$64K	+$71.7K	2	0.01%	New
811	Capital Analysts LLC Fort Washington, Pennsylvania	$63K	+$29.1K	2	0.01%	Increased
812	FPC Falcon Point Capital San Francisco, California	$63K	-$391K	1	0.71%	Reduced
813	KCPG Kavar Capital Partners Group Leawood, Kansas	$63K	+$72K	1	0.02%	New
814	Park Avenue Securities New York	$63K	+$71.9K	1	0%	New
815	RCM Radnor Capital Management Wayne, Pennsylvania	$62K	$0	1	0.02%	Maintained
816	SSB Sandy Spring Bank Olney, Maryland	$61K	-$237	2	0%	Reduced
817	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$61K	+$70.2K	1	0.04%	New
818	MTC McDaniel Terry & Co Austin, Texas	$60K	$0	1	0.01%	Maintained
819	FC FORA Capital Miami, Florida	$59K	-$381K	1	0.04%	Reduced
820	TF TimeScale Financial Danvers, Massachusetts	$59K	+$238	3	0.02%	Increased
821	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$59K	$0	1	0.01%	Maintained
822	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$58K	+$64.2K	1	0%	New
823	TNA True North Advisors Dallas, Texas	$58K	+$21.7K	1	0.02%	Increased
824	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$56K	$0	1	0.02%	Maintained
825	JCM Jacobi Capital Management Pittston, Pennsylvania	$54K	+$4.18K	3	0.01%	Increased