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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	DC DeDora Capital Napa, California	$137K	-$4.08K	1	0.06%	Reduced
827	EBA Eagle Bay Advisors New York	$136K	+$120K	3	0.11%	New
828	InterOcean Capital Group Nashville, Tennessee	$135K	+$9.65K	1	0.01%	Increased
829	TD Private Client Wealth New York	$134K	-$100K	3	0.01%	Reduced
830	Brandes Investment Partners La Jolla, California	$134K	-$4.4M	1	0%	Reduced
831	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$132K	+$128K	1	0%	New
832	AIA AIMZ Investment Advisors Los Altos, California	$129K	$0	1	0.06%	Maintained
833	ER Enlightenment Research Miami, Florida	$127K	+$115K	1	0.16%	New
834	NAS Nicolet Advisory Services Green Bay, Wisconsin	$124K	$0	1	0.02%	Maintained
835	CCP Corient Capital Partners Newport Beach, California	$123K	+$52.3K	1	0.01%	Increased
836	MA MONECO Advisors Fairfield, Connecticut	$123K	$0	1	0.06%	Maintained
837	SFO Standard Family Office Sioux Falls, South Dakota	$123K	-$108K	1	0.03%	Reduced
838	Twin Tree Management Dallas, Texas	$123K	-$4.41M	1	0%	Reduced
839	55I LLC Boston, Massachusetts	$122K	+$10	1	0%	Increased
840	Arkadios Wealth Advisors Atlanta, Georgia	$119K	+$88.9K	5	0.01%	Increased
841	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$118K	+$115K	2	0.01%	Increased
842	UR USCA RIA Houston, Texas	$118K	+$2.41K	1	0.01%	Increased
843	CGL Clarius Group LLC Seattle, Washington	$117K	+$4.67K	1	0.01%	Increased
844	PP Pacifica Partners Surrey, Canada	$117K	+$21K	2	0.09%	Increased
845	Scotia Capital Toronto, Ontario, Canada	$116K	-$32.3K	1	0%	Reduced
846	PTC Private Trust Company Cleveland, Ohio	$113K	$0	1	0.02%	Maintained
847	CPA Court Place Advisors Ellicott City, Maryland	$112K	-$48	1	0.03%	Reduced
848	CGA Crescent Grove Advisors Lake Forest, Illinois	$112K	-$91.7K	1	0.01%	Reduced
849	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$112K	$0	2	0.07%	Maintained
850	Aspiriant LLC Los Angeles, California	$111K	+$4K	1	0.01%	Increased