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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	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$111K	+$10.4K	1	0.08%	Increased
802	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$110K	-$26.6K	1	0.01%	Reduced
803	Concurrent Investment Advisors Tampa, Florida	$110K	+$726	1	0%	Increased
804	DC Diametric Capital Boston, Massachusetts	$108K	+$127K	1	0.06%	New
805	Nomura Asset Management Tokyo, Japan	$108K	+$15.6K	3	0%	Increased
806	WVP Worth Venture Partners Fort Lee, New Jersey	$107K	+$32.7K	1	0.71%	Increased
807	DI Diligent Investors Redlands, California	$107K	+$356	1	0.03%	Increased
808	AO Advisor OS Chicago, Illinois	$106K	$0	1	0.01%	Maintained
809	MA MJP Associates Farmington, Connecticut	$106K	$0	1	0.02%	Maintained
810	WWP WR Wealth Planners Columbia, Missouri	$106K	+$57.6K	3	0.03%	Increased
811	BWM BCS Wealth Management Johnson City, Tennessee	$106K	$0	1	0.03%	Maintained
812	PWM Palumbo Wealth Management Great Neck, New York	$104K	+$86.7K	1	0.05%	New
813	HCP Hexagon Capital Partners Rogers, Arkansas	$103K	-$99	5	0.02%	Reduced
814	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$101K	-$2.27M	1	0%	Reduced
815	NB Northwest Bancshares Warren, Pennsylvania	$101K	$0	1	0.02%	Maintained
816	Clearstead Advisors Cleveland, Ohio	$97.6K	+$45.1K	5	0%	Increased
817	FIA FNY Investment Advisers New York	$97K	+$118K	1	0.06%	New
818	FIM Fernwood Investment Management Quincy, Massachusetts	$96.8K	+$89.6K	2	0.03%	New
819	PEAK6 Investments Chicago, Illinois	$96K	-$4.14M	1	0%	Reduced
820	BAM Bellevue Asset Management Bellevue, Washington	$95.7K	$0	1	0.05%	Maintained
821	Natixis Paris, France	$95K	-$7.8M	5	0%	Reduced
822	MAI Capital Management Independence, Ohio	$92.8K	-$9.88K	1	0%	Reduced
823	MGO One Seven Beachwood, Ohio	$92.5K	-$12.8K	1	0%	Reduced
824	DC DeDora Capital Napa, California	$91K	$0	1	0.03%	Maintained
825	Buckingham Strategic Wealth Clayton, Missouri	$90K	$0	1	0%	Maintained