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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
851	Sigma Planning Corp Ann Arbor, Michigan	$6.6M	+$231K	6	0.17%	Increased
852	KeyBank National Association Cleveland, Ohio	$6.57M	+$2.11M	6	0.02%	Increased
853	PPA Pacific Point Advisors Rancho Santa Fe, California	$6.56M	-$108K	4	3%	Reduced
854	SOW State of Wyoming Cheyenne, Wyoming	$6.54M	-$1.71M	9	0.66%	Reduced
855	OneDigital Investment Advisors Overland Park, Kansas	$6.54M	+$290K	6	0.06%	Increased
856	NewEdge Wealth Pittsburgh, Pennsylvania	$6.51M	+$4.43M	5	0.07%	Increased
857	United Capital Financial Advisors Irving, Texas	$6.49M	+$1.73M	6	0.04%	Increased
858	Geneos Wealth Management Englewood, Colorado	$6.46M	-$4.63M	7	0.13%	Reduced
859	TA Tectonic Advisors Frisco, Texas	$6.45M	-$2.77M	1	0.31%	Reduced
860	MSA MUFG Securities Americas New York	$6.42M	+$761K	3	0.33%	Increased
861	MAI Capital Management Independence, Ohio	$6.42M	+$2.39M	7	0.02%	Increased
862	Choreo LLC Rockford, Illinois	$6.38M	+$2.3M	7	0.07%	Increased
863	Cresset Asset Management Chicago, Illinois	$6.36M	+$901K	8	0.02%	Increased
864	Parallel Advisors San Francisco, California	$6.32M	+$1.27M	8	0.1%	Increased
865	Larson Financial Group St Louis, Missouri	$6.32M	+$2.26M	9	0.17%	Increased
866	Belpointe Asset Management Reno, Nevada	$6.3M	-$2.14M	5	0.21%	Reduced
867	LBWM Left Brain Wealth Management Naperville, Illinois	$6.23M	+$5.05M	5	1.88%	Increased
868	HLAM Hidden Lake Asset Management New York	$6.23M	+$6.04M	1	1.87%	New
869	TS Triglav Skladi Ljubljana, Slovenia	$6.22M	-$753K	3	0.33%	Reduced
870	TSW Three Seasons Wealth Salt Lake City, Utah	$6.19M	+$5.17M	3	0.56%	Increased
871	WPC White Pine Capital Bloomington, Minnesota	$6.18M	-$2.82M	3	1.46%	Reduced
872	WAM Wakefield Asset Management Englewood, Colorado	$6.16M	-$563K	1	1.39%	Reduced
873	MCM Mitchell Capital Management Leawood, Kansas	$6.15M	+$33.9K	1	0.94%	Increased
874	Equitable Holdings New York	$6.12M	-$398K	5	0.04%	Reduced
875	BPIM Brant Point Investment Management New York	$6.1M	-$3.02M	1	0.75%	Reduced