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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	KA KLCM Advisors Milwaukee, Wisconsin	$53K	$0	1	0.01%	Maintained
877	Tidal Investments Milwaukee, Wisconsin	$53K	-$3.98K	1	0%	Reduced
878	Caprock Group Boise, Idaho	$52K	-$209K	1	0.01%	Reduced
879	Park National Corp Newark, Ohio	$52K	$0	1	0%	Maintained
880	First Horizon Advisors Memphis, Tennessee	$51K	-$17.4K	6	0%	Reduced
881	Kingsview Wealth Management Grants Pass, Oregon	$51K	-$486	1	0%	Reduced
882	NCM Northside Capital Management Hood River, Oregon	$51K	$0	1	0.02%	Maintained
883	Benjamin F. Edwards & Company St. Louis, Missouri	$50K	+$21.1K	3	0%	Increased
884	FAM Formidable Asset Management Cincinnati, Ohio	$50K	$0	1	0.01%	Maintained
885	IDA Intelligence Driven Advisers Carlsbad, California	$50K	+$53.6K	1	0.01%	New
886	Montag & Associates Atlanta, Georgia	$50K	$0	2	0%	Maintained
887	EC Elequin Capital New York	$49K	-$60.8K	4	0.02%	Reduced
888	JFA JNBA Financial Advisors Bloomington, Minnesota	$48K	-$2.23K	2	0.01%	Reduced
889	RCM Radnor Capital Management Wayne, Pennsylvania	$48K	$0	1	0.01%	Maintained
890	BWP Balboa Wealth Partners Scottsdale, Arizona	$47K	+$53.1K	1	0.02%	New
891	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$47K	+$292	1	0%	Increased
892	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$47K	$0	3	0.01%	Maintained
893	Summit Trail Advisors New York	$47K	$0	1	0%	Maintained
894	CGL Clarius Group LLC Seattle, Washington	$46K	-$86.5K	1	0%	Reduced
895	MHR Matthew Hamilton Rosenberg	$46K	$0	2	0.02%	Maintained
896	OL Optas LLC Austin, Texas	$46K	-$3.19K	1	0.02%	Reduced
897	SWM Silverlake Wealth Management Williston, Vermont	$45.4K	$0	1	0.03%	Maintained
898	BL Bleichroeder LP New York	$45K	$0	1	0.01%	Maintained
899	Harvest Fund Management Beijing, China	$45K	-$1.75K	3	0.01%	Reduced
900	PAM Peak Asset Management Louisville, Colorado	$45K	$0	1	0.01%	Maintained