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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	Ameritas Advisory Services Lincoln, Nebraska	$92K	-$73	1	0.01%	Reduced
802	Raymond James Trust St. Petersburg, Florida	$91K	-$2.06K	1	0%	Reduced
803	TFA Toth Financial Advisory Leesburg, Virginia	$91K	-$2.66K	3	0.02%	Reduced
804	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$89K	+$109K	2	0.04%	New
805	PP PDS Planning Dublin, Ohio	$89K	+$52.6K	1	0.02%	Increased
806	EFG Everhart Financial Group Dublin, Ohio	$88K	+$99.9K	1	0.05%	New
807	Kayne Anderson Rudnick Investment Management Los Angeles, California	$88K	$0	1	0%	Maintained
808	Plancorp LLC Saint Louis, Missouri	$87K	+$1.01K	1	0.01%	Increased
809	BWM BCS Wealth Management Johnson City, Tennessee	$85K	$0	1	0.04%	Maintained
810	Robertson Stephens Wealth Management San Francisco, California	$85K	-$227K	1	0.01%	Reduced
811	PTP Platform Technology Partners New York	$84K	$0	1	0.05%	Maintained
812	Mission Wealth Management Santa Barbara, California	$83K	-$223K	1	0%	Reduced
813	Sigma Planning Corp Ann Arbor, Michigan	$83K	+$15.8K	1	0%	Increased
814	Integrated Wealth Concepts Waltham, Massachusetts	$82K	+$27.4K	1	0%	Increased
815	WA Wealthstar Advisors Plano, Texas	$82K	$0	1	0.04%	Maintained
816	GLA Good Life Advisors Reading, Pennsylvania	$81K	+$5	1	0.01%	Increased
817	NIM NuWave Investment Management Parsippany, New Jersey	$81K	+$98K	1	0.09%	New
818	Capital Analysts LLC Fort Washington, Pennsylvania	$80K	+$24.6K	2	0.01%	Increased
819	FCI Financial Counselors Inc Overland Park, Kansas	$80K	-$194	1	0%	Reduced
820	FMP Financial Management Professionals Austin, Texas	$80K	+$6.59K	4	0.02%	Increased
821	SCM Silvant Capital Management Atlanta, Georgia	$78K	$0	1	0.01%	Maintained
822	SFO Standard Family Office Sioux Falls, South Dakota	$77K	-$60.1K	3	0.03%	Reduced
823	VC Veery Capital Wilmington, Delaware	$77K	$0	1	0.05%	Maintained
824	GCIA Gabelli & Co Investment Advisers Rye, New York	$75K	-$3.63M	1	0.01%	Reduced
825	HPM Hudson Portfolio Management Garrison, New York	$75K	$0	1	0.09%	Maintained