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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	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$295K	+$50.3K	1	0.25%	Increased
802	FAM Formidable Asset Management Cincinnati, Ohio	$292K	-$11.1K	1	0.06%	Reduced
803	Venture Visionary Partners Sylvania, Ohio	$292K	+$59.3K	2	0.02%	Increased
804	Choate Investment Advisors Boston, Massachusetts	$290K	+$232K	1	0.02%	New
805	NewEdge Wealth Pittsburgh, Pennsylvania	$289K	+$255K	2	0.01%	New
806	Wealthfront Advisers Palo Alto, California	$289K	+$232K	1	0%	New
807	LC Lindbrook Capital Calabasas, California	$288K	+$236K	4	0.04%	Increased
808	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$287K	-$26.5K	1	0.12%	Reduced
809	OCM Ovata Capital Management Hong Kong	$287K	+$126K	1	0.1%	Increased
810	CCM Compton Capital Management Providence, Rhode Island	$286K	+$9.11K	1	0.07%	Increased
811	Crestwood Advisors Group Boston, Massachusetts	$284K	+$261K	1	0.01%	New
812	LA LVW Advisors Pittsford, New York	$284K	+$266K	1	0.05%	New
813	Robertson Stephens Wealth Management San Francisco, California	$284K	$0	1	0.02%	Maintained
814	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$280K	+$258K	1	0.04%	New
815	I2I Insight 2811 Inc Chicago, Illinois	$279K	-$14.6K	1	0.16%	Reduced
816	Barings Charlotte, North Carolina	$278K	+$223K	1	0.01%	New
817	HH Hilltop Holdings Dallas, Texas	$278K	+$256K	1	0.03%	New
818	EI Ellevest Inc New York	$274K	+$41.5K	3	0.02%	Increased
819	CI Cigna Investments Bloomfield, Connecticut	$272K	-$67.9K	1	0.02%	Reduced
820	Sequoia Financial Advisors Akron, Ohio	$269K	+$252K	1	0.01%	New
821	AWM Alterna Wealth Management Houston, Texas	$267K	+$250K	1	0.22%	New
822	DC Diametric Capital Boston, Massachusetts	$265K	+$227K	1	0.2%	New
823	LA Lindenwold Advisors Reading, Pennsylvania	$264K	+$212K	1	0.15%	New
824	VC Vestor Capital Chicago, Illinois	$262K	+$65.8K	2	0.03%	Increased
825	ERIC Eagle Rock Investment Company Atlanta, Georgia	$261K	+$245K	1	0.05%	New