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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	CCP Corient Capital Partners Newport Beach, California	$200K	+$36.4K	1	0.01%	Increased
877	FAG Fortitude Advisory Group Gig Harbor, Washington	$197K	+$180K	6	0.1%	New
878	XTX Topco George Town, Cayman Islands	$197K	-$20K	1	0.11%	Reduced
879	FWM Frontier Wealth Management Kansas City, Missouri	$196K	-$326	1	0.01%	Reduced
880	AF Advisornet Financial Minnetonka, Minnesota	$194K	+$9.47K	4	0.01%	Increased
881	Capital Analysts LLC Fort Washington, Pennsylvania	$192K	+$79.5K	4	0.01%	Increased
882	DI Diligent Investors Redlands, California	$191K	-$565	1	0.05%	Reduced
883	HR Hayden Royal Charlotte, North Carolina	$191K	-$3.08K	1	0.45%	Reduced
884	Fiduciary Trust Boston, Massachusetts	$190K	+$5.83K	1	0%	Increased
885	Central Trust Company Jefferson City, Missouri	$189K	-$8.48K	4	0.01%	Reduced
886	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$188K	$0	1	0.04%	Maintained
887	UMC United Maritime Capital New York	$187K	$0	1	0.22%	Maintained
888	Plancorp LLC Saint Louis, Missouri	$177K	-$29.1K	1	0.01%	Reduced
889	Valeo Financial Advisors Carmel, Indiana	$176K	-$19.2K	1	0.01%	Reduced
890	U.S. Capital Wealth Advisors Austin, Texas	$172K	+$6.03K	1	0.01%	Increased
891	Avantax Advisory Services Dallas, Texas	$171K	-$5.97K	1	0%	Reduced
892	Asset Management One Tokyo, Japan	$170K	-$10.7K	1	0%	Reduced
893	BAM Bellevue Asset Management Bellevue, Washington	$168K	$0	1	0.1%	Maintained
894	AP Advisor Partners Walnut Creek, California	$163K	-$34.3K	1	0.01%	Reduced
895	Belvedere Trading Chicago, Illinois	$163K	+$288K	1	0.01%	New
896	EBA Eagle Bay Advisors New York	$162K	+$6.39K	3	0.1%	Increased
897	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$161K	+$109K	1	0.04%	New
898	PTP Platform Technology Partners New York	$161K	-$48.2K	1	0.07%	Reduced
899	Credit Agricole Montrouge Cedex, France	$160K	+$25.3K	2	0%	Increased
900	HCM Hollencrest Capital Management Newport Beach, California	$160K	-$69.8K	1	0.01%	Reduced