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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	IFP Advisors Tampa, Florida	$217K	-$2.38M	6	0%	Reduced
802	Ancora Advisors Cleveland, Ohio	$214K	+$195K	1	0.01%	Increased
803	Jump Financial Chicago, Illinois	$212K	+$137K	1	0.02%	Increased
804	Bank Julius Baer & Co Zurich, Switzerland	$211K	+$215K	2	0%	New
805	TD Private Client Wealth New York	$210K	-$85.5K	3	0.01%	Reduced
806	KIA KCM Investment Advisors Greenbrae, California	$210K	+$6.94K	1	0.01%	Increased
807	6M 6 Meridian Wichita, Kansas	$209K	+$205K	1	0.02%	New
808	SAM Strategy Asset Managers Pasadena, California	$209K	+$212K	1	0.05%	New
809	GIA Granite Investment Advisors Concord, New Hampshire	$208K	$0	1	0.03%	Maintained
810	HCM Hilton Capital Management Garden City, New York	$208K	+$223K	1	0.02%	New
811	DBT Dubuque Bank & Trust Dubuque, Iowa	$206K	+$208K	1	0.02%	New
812	NGA Naples Global Advisors Naples, Florida	$203K	$0	1	0.03%	Maintained
813	BRWM B. Riley Wealth Management Memphis, Tennessee	$201K	+$204K	1	0.02%	New
814	Ingalls & Snyder LLC New York	$201K	+$198K	1	0.01%	New
815	RHBC R.H. Bluestein & Co Birmingham, Michigan	$198K	-$209K	1	0.01%	Reduced
816	OCM Orion Capital Management Coronado, California	$195K	+$189K	2	0.14%	Increased
817	Cullen/Frost Bankers San Antonio, Texas	$193K	-$1.08K	3	0%	Reduced
818	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$186K	+$1.06K	2	0.05%	Increased
819	CFA Carroll Financial Associates Charlotte, North Carolina	$185K	+$48.9K	3	0.01%	Increased
820	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$179K	$0	1	0.1%	Maintained
821	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$174K	+$209K	1	0.01%	New
822	HCP Hexagon Capital Partners Rogers, Arkansas	$172K	+$14.9K	5	0.05%	Increased
823	Bailard Foster City, California	$170K	$0	1	0.01%	Maintained
824	CFGS Concourse Financial Group Securities Birmingham, Alabama	$165K	+$40.2K	4	0.01%	Increased
825	JCM Jacobi Capital Management Pittston, Pennsylvania	$164K	+$94.8K	3	0.02%	Increased