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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	AIA AIMZ Investment Advisors Los Altos, California	$96K	$0	1	0.05%	Maintained
877	RCM Radnor Capital Management Wayne, Pennsylvania	$96K	$0	1	0.03%	Maintained
878	AI Atom Investors Austin, Texas	$93K	-$50.2K	1	0.02%	Reduced
879	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$93K	+$98.5K	1	0.01%	New
880	InterOcean Capital Group Nashville, Tennessee	$93K	+$12.5K	1	0.01%	Increased
881	NAS Nicolet Advisory Services Green Bay, Wisconsin	$92K	+$13.1K	1	0.01%	Increased
882	MMG Monetary Management Group St Louis, Missouri	$91K	+$92.6K	1	0.03%	New
883	Baillie Gifford & Co Edinburgh, United Kingdom	$90K	+$2.04K	4	0%	Increased
884	SSB Sandy Spring Bank Olney, Maryland	$90K	-$2K	2	0.01%	Reduced
885	FMP Financial Management Professionals Austin, Texas	$89K	$0	3	0.02%	Maintained
886	TF TimeScale Financial Danvers, Massachusetts	$89K	+$1.59K	3	0.02%	Increased
887	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$88K	-$321K	1	0%	Reduced
888	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$88K	-$9.62K	2	0.08%	Reduced
889	Avantax Advisory Services Dallas, Texas	$87K	+$20.7K	1	0%	Increased
890	Credit Agricole Montrouge Cedex, France	$86K	+$85.2K	2	0%	Increased
891	FCI Financial Counselors Inc Overland Park, Kansas	$86K	-$83	1	0%	Reduced
892	UR USCA RIA Houston, Texas	$86K	+$3.23K	1	0.01%	Increased
893	Capital Analysts LLC Fort Washington, Pennsylvania	$84K	+$19.5K	3	0.01%	Increased
894	Freestone Capital Holdings Seattle, Washington	$84K	+$42.1K	1	0%	Increased
895	CGL Clarius Group LLC Seattle, Washington	$83K	+$87.5K	1	0.01%	New
896	CPA Court Place Advisors Ellicott City, Maryland	$83K	-$4.13K	1	0.03%	Reduced
897	Fiduciary Trust Boston, Massachusetts	$83K	+$87.4K	1	0%	New
898	NCM Narwhal Capital Management Marietta, Georgia	$83K	+$87.6K	1	0.01%	New
899	SAM S.A. Mason Holland, Michigan	$83K	+$70.3K	2	0.06%	Increased
900	BWM Bulltick Wealth Management Miami, Florida	$81.2K	+$85.6K	1	0.02%	New