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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	AP Advisor Partners Walnut Creek, California	$174K	-$11.3K	1	0.01%	Reduced
802	NGA Naples Global Advisors Naples, Florida	$174K	$0	1	0.02%	Maintained
803	Plancorp LLC Saint Louis, Missouri	$173K	+$4.78K	1	0.01%	Increased
804	JIP Jaffetilchin Investment Partners Tampa, Florida	$167K	+$106K	1	0.01%	Increased
805	Avantax Advisory Services Dallas, Texas	$166K	+$44.9K	1	0%	Increased
806	Global Retirement Partners San Rafael, California	$166K	+$17.9K	4	0.02%	Increased
807	DI Diligent Investors Redlands, California	$164K	$0	1	0.06%	Maintained
808	Central Trust Company Jefferson City, Missouri	$163K	+$34.1K	5	0.01%	Increased
809	Ethic Inc New York	$161K	+$25.8K	1	0.02%	Increased
810	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$161K	$0	1	0.04%	Maintained
811	UMC United Maritime Capital New York	$160K	-$14.5K	1	0.12%	Reduced
812	BMCM Burns Matteson Capital Management Corning, New York	$159K	+$144K	1	0.13%	New
813	Fiduciary Trust Boston, Massachusetts	$157K	+$41K	1	0%	Increased
814	AC Avestar Capital New York	$154K	+$140K	1	0.02%	New
815	IRC Investors Research Corp Atlanta, Georgia	$153K	-$1.46K	6	0.05%	Reduced
816	Cresset Asset Management Chicago, Illinois	$149K	+$2.4K	1	0%	Increased
817	Edmond de Rothschild Holding Chambesy, Switzerland	$146K	$0	2	0%	Maintained
818	AIM Anchor Investment Management Columbia, South Carolina	$146K	+$138K	2	0.02%	Increased
819	BAM Bellevue Asset Management Bellevue, Washington	$144K	$0	1	0.09%	Maintained
820	AF Advisornet Financial Minnetonka, Minnesota	$143K	+$18.9K	4	0.01%	Increased
821	AIC Ayalon Insurance Company Ramat Gan, Israel	$143K	-$1.15M	1	0.05%	Reduced
822	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$142K	-$174K	5	0.01%	Reduced
823	IAIM International Assets Investment Management Orlando, Florida	$142K	-$229K	1	0.03%	Reduced
824	TFA Toth Financial Advisory Leesburg, Virginia	$140K	+$7.04K	5	0.02%	Increased
825	WFI West Family Investments Carlsbad, California	$139K	+$126K	1	0.04%	New