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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	Capital Analysts LLC Fort Washington, Pennsylvania	$68K	-$9K	1	0.01%	Reduced
877	ARTA A.R.T. Advisors New York	$67K	+$67.4K	1	0.31%	New
878	AAM Auxier Asset Management Aurora, Oregon	$67K	$0	1	0.01%	Maintained
879	CCA Checchi Capital Advisers Beverly Hills, California	$67K	-$1.88K	1	0.01%	Reduced
880	GAM Gemmer Asset Management Walnut Creek, California	$67K	+$8.96K	4	0.01%	Increased
881	PS Planned Solutions Folsom, California	$67K	+$61.2K	3	0.05%	Increased
882	Avantax Advisory Services Dallas, Texas	$66K	-$323K	1	0%	Reduced
883	Ethic Inc New York	$66K	+$16.7K	1	0.02%	Increased
884	EWM Endurance Wealth Management Providence, Rhode Island	$65K	$0	1	0.01%	Maintained
885	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$64K	-$2K	3	0.04%	Reduced
886	HWA HCR Wealth Advisors Los Angeles, California	$64K	-$3.94K	1	0.01%	Reduced
887	BL Bleichroeder LP New York	$63K	$0	1	0.01%	Maintained
888	FF FourThought Financial Venice, Florida	$63K	+$60.3K	3	0.01%	New
889	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$61K	-$180K	1	0.05%	Reduced
890	RM Resource Management Metairie, Louisiana	$61K	+$13.8K	1	0.01%	Increased
891	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$61K	$0	1	0.03%	Maintained
892	MTC McDaniel Terry & Co Austin, Texas	$60K	$0	1	0.01%	Maintained
893	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$59K	$0	2	0.01%	Maintained
894	KCPG Kavar Capital Partners Group Leawood, Kansas	$59K	-$3.94K	1	0.02%	Reduced
895	BWP Baldwin Wealth Partners Marion, Massachusetts	$58K	+$43.6K	1	0.01%	New
896	JWCA J.W. Cole Advisors Tampa, Florida	$58K	-$89.2K	1	0.01%	Reduced
897	BCA Berman Capital Advisors Atlanta, Georgia	$54K	+$16.6K	6	0.01%	Increased
898	ER Enlightenment Research Miami, Florida	$54K	-$49.6K	1	0.08%	Reduced
899	NFSG Newbridge Financial Services Group Boca Raton, Florida	$54K	-$40.9K	3	0.04%	Reduced
900	Pathstone Family Office Englewood, New Jersey	$51K	+$41.7K	4	0%	Increased