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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	Bessemer Group Woodbridge, New Jersey	$90K	+$6.08K	2	0%	Increased
877	RM Resource Management Metairie, Louisiana	$89K	+$80.3K	1	0.01%	New
878	ACI AMP Capital Investors Sydney, Australia	$88K	-$635K	1	0%	Reduced
879	FMP Financial Management Professionals Austin, Texas	$88K	+$282	4	0.02%	Increased
880	AAM Auxier Asset Management Aurora, Oregon	$86K	-$4.25K	1	0.01%	Reduced
881	Pzena Investment Management New York	$86K	+$78.4K	1	0%	New
882	OWA Octavia Wealth Advisors Cincinnati, Ohio	$85K	$0	1	0.02%	Maintained
883	CCA Checchi Capital Advisers Beverly Hills, California	$83K	-$5.99K	1	0.01%	Reduced
884	HWA HCR Wealth Advisors Los Angeles, California	$83K	$0	1	0.01%	Maintained
885	Lincoln National Corp Radnor, Pennsylvania	$82K	+$15.9K	1	0%	Increased
886	C Certuity North Palm Beach, Florida	$78K	+$82.4K	1	0.02%	New
887	HR Howe & Rusling Rochester, New York	$78K	+$2.37K	3	0.01%	Increased
888	HI Hudock Inc Williamsport, Pennsylvania	$78K	-$265	3	0.02%	Reduced
889	BCA Berman Capital Advisors Atlanta, Georgia	$77K	+$21.3K	6	0.01%	Increased
890	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$77K	-$186K	1	0.01%	Reduced
891	BFA Beacon Financial Advisory Cleveland, Ohio	$76K	+$69.1K	1	0.04%	New
892	SAM S.A. Mason Holland, Michigan	$76K	-$458	2	0.05%	Reduced
893	Capital Analysts LLC Fort Washington, Pennsylvania	$75K	-$2K	2	0.01%	Reduced
894	CP Castleview Partners Dallas, Texas	$75K	+$71.3K	2	0.03%	New
895	BFC Bedel Financial Consulting Indianapolis, Indiana	$74K	+$25.2K	2	0.03%	Increased
896	CFFP Center for Financial Planning Southfied, Michigan	$74K	+$917	2	0.02%	Increased
897	Larson Financial Group St Louis, Missouri	$74K	-$5	2	0.02%	Reduced
898	LCS Levin Capital Strategies New York	$74K	$0	1	0.01%	Maintained
899	FRM Foundation Resource Management Little Rock, Arkansas	$73K	$0	1	0.02%	Maintained
900	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$72K	-$42.5K	1	0%	Reduced