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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	DIM Delta Investment Management San Francisco, California	$231K	+$185K	1	0.07%	New
852	BMC Beaton Management Company Haverhill, Massachusetts	$230K	+$198K	1	0.14%	New
853	HCP Hexagon Capital Partners Rogers, Arkansas	$228K	$0	4	0.06%	Maintained
854	Aquatic Capital Management Chicago, Illinois	$227K	+$226K	4	0.44%	New
855	ADL Asset Dedication LLC San Francisco, California	$226K	$0	3	0.03%	Maintained
856	Cresset Asset Management Chicago, Illinois	$226K	+$31.6K	1	0%	Increased
857	HB Wealth Management Atlanta, Georgia	$226K	+$201K	1	0%	New
858	WC Weil Company San Diego, California	$226K	-$189K	1	0.11%	Reduced
859	MAP Milestone Advisory Partners Southern Pines, North Carolina	$225K	+$207K	1	0.11%	New
860	Veritable Wilmington, Delaware	$220K	-$62.9K	1	0%	Reduced
861	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$218K	+$47.8K	1	0.05%	Increased
862	SCA Snowden Capital Advisors New York	$216K	+$188K	5	0.01%	New
863	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$215K	+$198K	1	0.13%	New
864	OneDigital Investment Advisors Overland Park, Kansas	$215K	+$172K	1	0.01%	New
865	CAM Claret Asset Management Montreal, Quebec, Canada	$214K	+$171K	1	0.04%	New
866	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$214K	-$7.22K	1	0.01%	Reduced
867	CFA Carroll Financial Associates Charlotte, North Carolina	$213K	-$1.24K	4	0.01%	Reduced
868	PIA Pinion Investment Advisors Wichita, Kansas	$213K	+$170K	1	0.14%	New
869	AIC Ayalon Insurance Company Ramat Gan, Israel	$212K	$0	1	0.07%	Maintained
870	TA Townsend & Associates Westminster, Colorado	$206K	+$177K	1	0.11%	New
871	FHC First Heartland Consultants Lake St. Louis, Missouri	$205K	-$40.8K	1	0.01%	Reduced
872	NICM Neo Ivy Capital Management New York	$204K	+$163K	2	0.29%	Increased
873	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$203K	+$7.52K	1	0.12%	New
874	MFG Magnus Financial Group New York	$203K	+$175K	1	0.04%	New
875	CAM Columbia Asset Management Ann Arbor, Michigan	$202K	$0	1	0.04%	Maintained