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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	Summit Securities Group New York	$152K	+$164K	1	0.02%	New
902	Qtron Investments Boston, Massachusetts	$151K	+$153K	1	0.03%	New
903	Pinnacle Wealth Planning Services Mansfield, Ohio	$150K	+$37.6K	1	0.03%	Increased
904	BAM Bellevue Asset Management Bellevue, Washington	$149K	$0	1	0.09%	Maintained
905	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$146K	+$123K	2	0.1%	Increased
906	Credit Agricole Montrouge Cedex, France	$146K	$0	2	0%	Maintained
907	Toth Financial Advisory Leesburg, Virginia	$146K	-$816K	5	0.02%	Reduced
908	Point72 Hong Kong Hong Kong	$145K	-$425K	2	0%	Reduced
909	Plancorp LLC Saint Louis, Missouri	$142K	-$13.9K	1	0.01%	Reduced
910	DC DeDora Capital Napa, California	$140K	+$142K	1	0.06%	New
911	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$140K	+$30.9K	1	0.01%	Increased
912	IAIM International Assets Investment Management Orlando, Florida	$139K	+$559	1	0.03%	Increased
913	SM Sciencast Management Princeton, New Jersey	$138K	-$2.35M	1	0.03%	Reduced
914	U.S. Capital Wealth Advisors Austin, Texas	$137K	-$14.1K	1	0.01%	Reduced
915	AIM Aigen Investment Management New York	$136K	-$720K	1	0.02%	Reduced
916	Aquatic Capital Management Chicago, Illinois	$133K	-$64.1K	6	0.2%	Reduced
917	CC Cypress Capital Franklin, Tennessee	$133K	$0	1	0.02%	Maintained
918	Advisor Partners Walnut Creek, California	$132K	-$11.1K	1	0.01%	Reduced
919	AIA AIMZ Investment Advisors Los Altos, California	$132K	$0	1	0.05%	Maintained
920	Elequin Capital New York	$132K	+$131K	4	0.02%	New
921	T TOBAM Paris, France	$132K	+$129K	1	0.01%	Increased
922	Aspiriant LLC Los Angeles, California	$131K	+$16.6K	1	0.01%	Increased
923	PP Pacifica Partners Surrey, Canada	$128K	$0	3	0.08%	Maintained
924	Virtu Financial New York	$128K	-$2.84M	2	0.01%	Reduced
925	Y-Intercept (HK) Hong Kong	$128K	-$2.25M	1	0.03%	Reduced