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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	GWP Gen-Wealth Partners Zeeland, Michigan	$102K	+$75.4K	1	0.04%	New
877	Scotia Capital Toronto, Ontario, Canada	$101K	-$1.78K	1	0%	Reduced
878	CFGS Concourse Financial Group Securities Birmingham, Alabama	$98.1K	+$26K	4	0.01%	Increased
879	Valeo Financial Advisors Carmel, Indiana	$97.9K	+$15.8K	1	0%	Increased
880	GGI Godsey & Gibb Inc Richmond, Virginia	$96.1K	$0	2	0.01%	Maintained
881	EC Elequin Capital New York	$94.9K	+$81.8K	3	0.01%	New
882	Walleye Trading New York	$94.9K	-$847K	1	0%	Reduced
883	Csenge Advisory Group Clearwater, Florida	$94K	+$336	1	0%	Increased
884	Daiwa Securities Group Tokyo, Japan	$94K	+$50.9K	2	0%	Increased
885	Vest Financial Mclean, Virginia	$93.9K	+$87K	1	0%	New
886	QL Quarry LP New York	$93.6K	-$76.8K	3	0.02%	Reduced
887	FMP Financial Management Professionals Austin, Texas	$91K	$0	4	0.01%	Maintained
888	BB Burford Brothers Dallas, Texas	$87.4K	$0	1	0.05%	Maintained
889	AIA AIMZ Investment Advisors Los Altos, California	$86.1K	-$1.21K	1	0.03%	Reduced
890	MCM Manchester Capital Management Manchester, Vermont	$84K	-$5.84K	2	0.01%	Reduced
891	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$83.8K	+$24.9K	1	0.02%	Increased
892	Central Trust Company Jefferson City, Missouri	$83.3K	-$211	3	0%	Reduced
893	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$82.4K	-$34.1K	1	0.02%	Reduced
894	Integrated Wealth Concepts Waltham, Massachusetts	$82.1K	+$720	1	0%	Increased
895	Raymond James Trust St. Petersburg, Florida	$82K	-$73	1	0%	Reduced
896	PP Pingora Partners Wilson, Wyoming	$81.6K	+$59.1K	1	0.06%	New
897	Ancora Advisors Cleveland, Ohio	$81.2K	$0	2	0%	Maintained
898	CCA Checchi Capital Advisers Beverly Hills, California	$78.4K	+$16.3K	1	0%	Increased
899	Summit Trail Advisors New York	$76.9K	+$71.2K	1	0%	New
900	First Horizon Advisors Memphis, Tennessee	$75.5K	+$448	3	0%	Increased