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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	OIA Optimum Investment Advisors Chicago, Illinois	$442K	+$79.3K	2	0.19%	Increased
877	NBC Securities Birmingham, Alabama	$442K	+$198K	4	0.04%	Increased
878	Cullen Investment Group Lafayette, Louisiana	$437K	+$275K	1	0.06%	New
879	Cresset Asset Management Chicago, Illinois	$436K	-$164K	1	0%	Reduced
880	Carret Asset Management New York	$434K	+$11.5K	1	0.05%	Increased
881	HS HighVista Strategies Boston, Massachusetts	$433K	-$1.04M	1	0.16%	Reduced
882	Arete Wealth Advisors Chicago, Illinois	$430K	+$253K	2	0.03%	Increased
883	Avantax Planning Partners Dubuque, Iowa	$428K	$0	1	0.01%	Maintained
884	LGT Group Foundation Vaduz, Liechtenstein	$424K	$0	1	0.01%	Maintained
885	SeaCrest Wealth Management Purchase, New York	$422K	-$481K	1	0.05%	Reduced
886	GCM Gallacher Capital Management Lone Tree, Colorado	$420K	-$1.39K	1	0.19%	Reduced
887	Belpointe Asset Management Reno, Nevada	$418K	+$263K	1	0.02%	New
888	Fortis Capital Advisors Prairie Village, Kansas	$418K	+$263K	1	0.07%	New
889	Daymark Wealth Partners Cincinnati, Ohio	$417K	-$25.6K	1	0.02%	Reduced
890	HC Henshaw Capital Woburn, Massachusetts	$411K	+$259K	1	0.02%	New
891	Western Wealth Management Golden, Colorado	$411K	$0	1	0.02%	Maintained
892	Bessemer Group Woodbridge, New Jersey	$409K	-$42.4K	7	0%	Reduced
893	CGIM Cannon Global Investment Management Davie, Florida	$398K	+$251K	1	0.82%	New
894	Atlas Capital Advisors Jackson, Wyoming	$396K	-$41.2K	3	0.05%	Reduced
895	Kayne Anderson Rudnick Investment Management Los Angeles, California	$393K	+$94.3K	5	0%	Increased
896	AIM Arcadia Investment Management Kalamazoo, Michigan	$390K	$0	3	0.06%	Maintained
897	Independent Advisor Alliance Charlotte, North Carolina	$389K	+$209K	2	0.01%	Increased
898	BCM Berbice Capital Management Melville, New York	$388K	+$1.36K	2	0.27%	Increased
899	Heritage Investment Group Pompano Beach, Florida	$387K	$0	1	0.07%	Maintained
900	TC TownSquare Capital Provo, Utah	$384K	-$1.79M	2	0.04%	Reduced