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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
926	HIA Harbor Investment Advisory Lutherville, Maryland	$120K	-$114K	3	0.02%	Reduced
927	FMP Financial Management Professionals Austin, Texas	$119K	+$1.2K	3	0.03%	Increased
928	WA Wealthstar Advisors Plano, Texas	$119K	$0	1	0.04%	Maintained
929	CPA Court Place Advisors Ellicott City, Maryland	$118K	$0	1	0.03%	Maintained
930	FCI Financial Counselors Inc Overland Park, Kansas	$118K	-$7.36K	1	0%	Reduced
931	HR Howe & Rusling Rochester, New York	$117K	-$91	3	0.01%	Reduced
932	JWCA J.W. Cole Advisors Tampa, Florida	$117K	-$2.27K	1	0.01%	Reduced
933	Scotia Capital Toronto, Ontario, Canada	$117K	-$274K	1	0%	Reduced
934	Lincoln National Corp Radnor, Pennsylvania	$116K	+$33.2K	1	0%	Increased
935	55I LLC Boston, Massachusetts	$115K	$0	1	0%	Maintained
936	Ritholtz Wealth Management New York	$115K	+$108K	1	0.01%	New
937	Bessemer Group Woodbridge, New Jersey	$114K	-$59.1K	3	0%	Reduced
938	EverSource Wealth Advisors Birmingham, Alabama	$113K	+$92.7K	5	0.03%	New
939	HPM Hudson Portfolio Management Garrison, New York	$110K	-$1.75K	1	0.1%	Reduced
940	Annex Advisory Services Brookfield, Wisconsin	$109K	-$44.7K	1	0.01%	Reduced
941	Arkadios Wealth Advisors Atlanta, Georgia	$109K	-$25.3K	1	0.01%	Reduced
942	Maverick Capital Dallas, Texas	$109K	-$3.18M	1	0%	Reduced
943	PTC Private Trust Company Cleveland, Ohio	$107K	$0	1	0.01%	Maintained
944	RM Resource Management Metairie, Louisiana	$105K	+$1.02K	1	0.01%	Increased
945	OA Operose Advisors Milwaukee, Wisconsin	$104K	+$83.3K	1	0.08%	New
946	QT Quantamental Technologies White Plains, New York	$104K	-$65K	1	0.05%	Reduced
947	JFA JNBA Financial Advisors Bloomington, Minnesota	$103K	+$7.41K	3	0.01%	Increased
948	AWP Abacus Wealth Partners Santa Monica, California	$103K	+$96.5K	1	0.04%	New
949	HI Hudock Inc Williamsport, Pennsylvania	$102K	-$99	2	0.03%	Reduced
950	IC Inscription Capital Houston, Texas	$102K	$0	1	0.03%	Maintained