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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	Ballentine Partners Waltham, Massachusetts	$139K	+$16.5K	1	0.01%	Increased
802	W WealthStone Columbus, Ohio	$138K	-$9.34K	1	0.05%	Reduced
803	Central Trust Company Jefferson City, Missouri	$137K	-$132K	3	0.01%	Reduced
804	NIM NuWave Investment Management Parsippany, New Jersey	$137K	-$535K	1	0.18%	Reduced
805	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$137K	+$78.8K	1	0.01%	Increased
806	HS Haafor (Singapore) Singapore	$134K	+$55.3K	1	0.25%	Increased
807	PTP Platform Technology Partners New York	$134K	+$135K	1	0.07%	New
808	CBT Capital Bank & Trust Irvine, California	$133K	-$788	1	0%	Reduced
809	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$131K	+$98.9K	1	0.05%	New
810	Harvest Fund Management Beijing, China	$130K	+$13.7K	2	0.01%	Increased
811	BAM Bellevue Asset Management Bellevue, Washington	$129K	$0	1	0.08%	Maintained
812	FPS Fieldpoint Private Securities Greenwich, Connecticut	$129K	+$117K	4	0.03%	New
813	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$129K	$0	2	0.1%	Maintained
814	EI Ellevest Inc New York	$128K	-$65.4K	3	0.02%	Reduced
815	OFS OneAscent Financial Services Birmingham, Alabama	$128K	-$96K	1	0.14%	Reduced
816	55I LLC Boston, Massachusetts	$126K	+$95.2K	1	0.01%	New
817	CFGS Concourse Financial Group Securities Birmingham, Alabama	$125K	+$58.6K	2	0.01%	Increased
818	FWM Frontier Wealth Management Kansas City, Missouri	$122K	$0	1	0.01%	Maintained
819	AP Advisor Partners Walnut Creek, California	$121K	+$20.9K	1	0.01%	Increased
820	Hennessy Advisors Inc Novato, California	$120K	-$8.44K	1	0.01%	Reduced
821	MA MONECO Advisors Fairfield, Connecticut	$120K	$0	1	0.07%	Maintained
822	DI Diligent Investors Redlands, California	$118K	+$788	1	0.05%	Increased
823	LJHT Laurie J. Hall Trustee	$118K	$0	3	0.05%	Maintained
824	QC QCM Cayman Houston, Texas	$118K	+$91.9K	1	0.12%	New
825	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$118K	$0	1	0.04%	Maintained