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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
876	Dakota Wealth Management Palm Beach Gardens, Florida	$6.08M	+$1.34M	4	0.12%	Increased
877	AC Aristides Capital Louisville, Kentucky	$6.06M	+$2.16M	1	1.18%	Increased
878	Citizens Financial Group Providence, Rhode Island	$6.02M	+$3.56M	7	0.07%	Increased
879	GCP GSA Capital Partners London, United Kingdom	$5.96M	-$3.46M	8	0.38%	Reduced
880	Cookson Peirce & Co Pittsburgh, Pennsylvania	$5.94M	-$959K	1	0.2%	Reduced
881	Bailard Foster City, California	$5.94M	+$2.34M	3	0.12%	Increased
882	NW N10 Wealth Greenwich, Connecticut	$5.92M	+$6.15M	1	2.1%	New
883	ALPS Advisors Denver, Colorado	$5.92M	+$370K	4	0.03%	Increased
884	WCM Investment Management Laguna Beach, California	$5.9M	+$288K	2	0.01%	Increased
885	Ballentine Partners Waltham, Massachusetts	$5.9M	+$453K	7	0.07%	Increased
886	AWA Alta Wealth Advisors Woburn, Massachusetts	$5.9M	+$687K	3	1.6%	Increased
887	Canada Post Corporation Pension Plan Toronto, Canada	$5.89M	+$1.29M	3	0.21%	Increased
888	NS NBC Securities Birmingham, Alabama	$5.85M	+$66.8K	7	0.4%	Increased
889	KCM Kingdon Capital Management New York	$5.85M	-$8.6M	1	0.6%	Reduced
890	NA N10 Assets Greenwich, Connecticut	$5.85M	+$6.08M	1	2.53%	New
891	SIG Brokerage New York	$5.84M	+$2.39M	6	0.11%	Increased
892	PC Panoramic Capital Larkspur, California	$5.83M	-$11.7M	2	2.51%	Reduced
893	FSA Fort Sheridan Advisors Highland Park, Illinois	$5.81M	-$64.3K	2	0.63%	Reduced
894	MFAM Motley Fool Asset Management Alexandria, Virginia	$5.8M	-$1.03M	1	0.22%	Reduced
895	Harbour Investments Madison, Wisconsin	$5.79M	+$2.97M	9	0.08%	Increased
896	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$5.79M	-$7.51M	1	0.13%	Reduced
897	M MATAURO New York	$5.75M	+$36.9K	1	0.76%	Increased
898	GWM GK Wealth Management Reno, Nevada	$5.68M	+$4.47M	4	2.98%	New
899	WC Westwind Capital Las Cruces, New Mexico	$5.67M	+$5.72M	3	1.34%	Increased
900	OTL Oak Thistle LLC New York	$5.66M	-$5.31M	3	0.55%	Reduced