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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
901	Aspiriant LLC Los Angeles, California	$79K	$0	1	0.01%	Maintained
902	XSC X-Square Capital Guaynabo, Puerto Rico	$79K	+$83.5K	1	0.04%	New
903	Sigma Planning Corp Ann Arbor, Michigan	$78K	-$240K	1	0%	Reduced
904	Capstone Investment Advisors New York	$76K	-$236K	1	0%	Reduced
905	Cerity Partners New York	$75K	+$79.4K	1	0%	New
906	HI Hudock Inc Williamsport, Pennsylvania	$74K	-$5.47K	3	0.02%	Reduced
907	Bessemer Group Woodbridge, New Jersey	$72K	-$20.1K	2	0%	Reduced
908	PP Pacifica Partners Surrey, Canada	$72K	+$40.9K	1	0.06%	Increased
909	HR Howe & Rusling Rochester, New York	$71K	+$60.5K	3	0.01%	Increased
910	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$71K	-$113K	1	0.02%	Reduced
911	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$71K	$0	1	0%	Maintained
912	GAM Gemmer Asset Management Walnut Creek, California	$70K	+$6.64K	5	0.01%	Increased
913	TB Terril Brothers St. Louis, Missouri	$70K	+$73.5K	1	0.02%	New
914	BW Bison Wealth Atlanta, Georgia	$69K	+$72.7K	1	0.03%	New
915	Larson Financial Group St Louis, Missouri	$69K	+$388	2	0.02%	Increased
916	MA Mutual Advisors Omaha, Nebraska	$69K	-$23.4K	1	0%	Reduced
917	CFFP Center for Financial Planning Southfied, Michigan	$68K	$0	1	0.02%	Maintained
918	AAM Auxier Asset Management Aurora, Oregon	$67K	$0	1	0.01%	Maintained
919	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$67K	-$2.19K	1	0.05%	Reduced
920	GSC Ground Swell Capital Folly Beach, South Carolina	$67K	+$72.9K	1	0.22%	New
921	WP WealthShield Partners Cary, North Carolina	$67K	+$73K	5	0.01%	New
922	CCA Checchi Capital Advisers Beverly Hills, California	$66K	-$1.22K	1	0.01%	Reduced
923	Independent Advisor Alliance Charlotte, North Carolina	$65K	+$72K	1	0%	New
924	RE RBC Europe London, United Kingdom	$64K	-$34.3K	6	0%	Reduced
925	BCA Biltmore Capital Advisors Princeton, New Jersey	$63K	+$24.2K	1	0.01%	Increased