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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	FAG Fortitude Advisory Group Gig Harbor, Washington	$173K	-$13.6K	6	0.09%	Reduced
877	Graham Capital Management Rowayton, Connecticut	$173K	-$304K	1	0.01%	Reduced
878	PCG Private Capital Group West Hartford, Connecticut	$173K	+$92.1K	6	0.04%	Increased
879	Parallax Volatility Advisers San Francisco, California	$171K	+$161K	1	0%	New
880	AssetMark Inc Concord, California	$169K	+$47K	3	0%	Increased
881	GAMCO Investors Greenwich, Connecticut	$169K	+$169K	1	0%	New
882	Huntington National Bank Columbus, Ohio	$169K	+$122K	5	0%	Increased
883	DI Diligent Investors Redlands, California	$168K	$0	1	0.05%	Maintained
884	AIC Ayalon Insurance Company Ramat Gan, Israel	$167K	$0	1	0.06%	Maintained
885	FWM Frontier Wealth Management Kansas City, Missouri	$164K	$0	1	0%	Maintained
886	SCM Silvant Capital Management Atlanta, Georgia	$162K	+$152K	1	0.03%	New
887	XTX Topco George Town, Cayman Islands	$162K	-$31.1K	2	0.07%	Reduced
888	Advisornet Financial Minnetonka, Minnesota	$160K	+$6K	5	0.01%	Increased
889	Cresset Asset Management Chicago, Illinois	$160K	-$38.9K	1	0%	Reduced
890	Institute for Wealth Management Denver, Colorado	$160K	-$131K	2	0.03%	Reduced
891	Sheaff Brock Investment Advisors Indianapolis, Indiana	$160K	-$27.7K	1	0.01%	Reduced
892	AWG Altus Wealth Group Colorado Springs, Colorado	$159K	$0	1	0.13%	Maintained
893	CGL Clarius Group LLC Seattle, Washington	$158K	$0	1	0.01%	Maintained
894	Dixon Hubard Feinour & Brown Roanoke, Virginia	$158K	+$20.9K	1	0.02%	Increased
895	Central Trust Company Jefferson City, Missouri	$157K	+$399	4	0%	Increased
896	Valeo Financial Advisors Carmel, Indiana	$155K	+$493	1	0.01%	Increased
897	AIP Ahrens Investment Partners Lafayette, Louisiana	$152K	+$163K	2	0.05%	Increased
898	Harbor Capital Advisors Chicago, Illinois	$152K	+$164K	1	0.07%	New
899	Seven Eight Capital New York	$152K	-$3.42M	1	0.02%	Reduced
900	Seven Grand Managers Bronxville, New York	$152K	+$146K	1	0.13%	New