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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	AWA Aaron Wealth Advisors Chicago, Illinois	$117K	+$118K	1	0.04%	New
827	Jump Financial Chicago, Illinois	$117K	-$556K	1	0.02%	Reduced
828	ADL Asset Dedication LLC San Francisco, California	$116K	-$21.6K	2	0.02%	Reduced
829	HS HighVista Strategies Boston, Massachusetts	$115K	$0	1	0.07%	Maintained
830	First Horizon Advisors Memphis, Tennessee	$113K	-$11.3K	4	0.01%	Reduced
831	Valeo Financial Advisors Carmel, Indiana	$113K	+$13.5K	5	0.01%	Increased
832	IRC Investors Research Corp Atlanta, Georgia	$111K	+$1.75K	6	0.04%	Increased
833	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$109K	+$20.4K	2	0.03%	Increased
834	BCM Beck Capital Management Austin, Texas	$108K	+$81.4K	1	0.04%	New
835	AF Advisornet Financial Minnetonka, Minnesota	$107K	-$889	5	0.01%	Reduced
836	JFA JNBA Financial Advisors Bloomington, Minnesota	$107K	$0	2	0.02%	Maintained
837	RCM Radnor Capital Management Wayne, Pennsylvania	$105K	$0	1	0.03%	Maintained
838	DC DeDora Capital Napa, California	$104K	$0	1	0.05%	Maintained
839	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$104K	+$88.8K	2	0.1%	New
840	RE RBC Europe London, United Kingdom	$103K	-$16.5K	6	0.01%	Reduced
841	KA Kercheville Advisors San Antonio, Texas	$102K	+$102K	1	0.06%	New
842	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$101K	+$18.3K	1	0.01%	Increased
843	Chevy Chase Trust Bethesda, Maryland	$99K	+$100K	1	0%	New
844	Baillie Gifford & Co Edinburgh, United Kingdom	$97K	+$78.3K	4	0%	New
845	NewEdge Advisors New Orleans, Louisiana	$96K	+$81.8K	1	0%	New
846	AIA AIMZ Investment Advisors Los Altos, California	$95K	$0	1	0.05%	Maintained
847	SSB Sandy Spring Bank Olney, Maryland	$95K	+$16.7K	3	0.01%	Increased
848	Edmond de Rothschild Holding Chambesy, Switzerland	$93K	$0	1	0%	Maintained
849	Plancorp LLC Saint Louis, Missouri	$92K	+$4.13K	1	0.02%	Increased
850	Bessemer Group Woodbridge, New Jersey	$90K	+$25.6K	3	0%	Increased