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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
826	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$66K	-$18K	1	0.01%	Reduced
827	ETrade Capital Management Arlington, Virginia	$64K	+$12.6K	1	0%	Increased
828	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$63K	+$54.3K	1	0.02%	New
829	RCM Radnor Capital Management Wayne, Pennsylvania	$62K	+$54.8K	1	0.02%	New
830	BWP Baldwin Wealth Partners Marion, Massachusetts	$61K	$0	1	0.01%	Maintained
831	Bessemer Group Woodbridge, New Jersey	$61K	+$37.5K	2	0%	Increased
832	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$61K	+$53.7K	2	0.02%	New
833	LCS Levin Capital Strategies New York	$61K	$0	1	0.01%	Maintained
834	Edmond de Rothschild Holding Chambesy, Switzerland	$60K	$0	1	0%	Maintained
835	T TOBAM Paris, France	$59K	-$70.5K	1	0%	Reduced
836	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$58K	+$51.7K	3	0.05%	New
837	Stock Yards Bank & Trust Louisville, Kentucky	$57K	$0	1	0.01%	Maintained
838	JCM Jacobi Capital Management Pittston, Pennsylvania	$55K	+$16K	3	0.01%	Increased
839	BL Bleichroeder LP New York	$54K	+$50.3K	1	0.01%	New
840	NCM Northside Capital Management Hood River, Oregon	$53K	+$45.3K	1	0.02%	New
841	PFM Patton Fund Management Dallas, Texas	$53K	$0	1	0.03%	Maintained
842	RM Resource Management Metairie, Louisiana	$53K	-$28.6K	1	0.01%	Reduced
843	VWM Vigilare Wealth Management Scottsdale, Arizona	$53K	+$45.3K	1	0.05%	New
844	BRWM B. Riley Wealth Management Memphis, Tennessee	$51K	-$41.5K	1	0.01%	Reduced
845	Cetera Investment Advisers Schaumburg, Illinois	$51K	-$21.3K	1	0%	Reduced
846	Ethic Inc New York	$51K	-$15.7K	1	0.03%	Reduced
847	RE RBC Europe London, United Kingdom	$50.4K	+$5.95K	6	0%	Increased
848	PAM Peak Asset Management Louisville, Colorado	$50K	$0	1	0.02%	Maintained
849	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$49K	-$37.4K	4	0.02%	Reduced
850	WOSD WFA of San Diego San Diego, California	$49K	+$50.4K	1	0.01%	New