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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	FLC Fifth Lane Capital Austin, Texas	$127K	+$115K	1	0.08%	New
927	Avantax Advisory Services Dallas, Texas	$126K	-$20.4K	1	0%	Reduced
928	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$126K	-$20.3K	2	0.01%	Reduced
929	NAS Nicolet Advisory Services Green Bay, Wisconsin	$121K	$0	1	0.02%	Maintained
930	Raymond James Trust St. Petersburg, Florida	$119K	-$11.5K	1	0%	Reduced
931	Arkadios Wealth Advisors Atlanta, Georgia	$117K	+$21.4K	1	0.02%	Increased
932	Montag & Associates Atlanta, Georgia	$112K	-$18.6K	2	0.01%	Reduced
933	ECM EMC Capital Management Houston, Texas	$111K	-$2.04M	2	0.08%	Reduced
934	Hennessy Advisors Inc Novato, California	$111K	-$7.87K	1	0.01%	Reduced
935	GL Graypoint LLC Albany, New York	$110K	+$109K	1	0.01%	New
936	BWM BCS Wealth Management Johnson City, Tennessee	$109K	+$55.4K	1	0.05%	Increased
937	NN Investment Partners Holdings The Hague, Netherlands	$109K	+$102K	1	0%	New
938	PTP Platform Technology Partners New York	$108K	-$34.3K	1	0.05%	Reduced
939	Vise Technologies New York	$108K	+$109K	1	0.04%	New
940	55I LLC Boston, Massachusetts	$104K	$0	1	0%	Maintained
941	CPA Court Place Advisors Ellicott City, Maryland	$104K	$0	1	0.03%	Maintained
942	WA Wealthstar Advisors Plano, Texas	$104K	$0	1	0.04%	Maintained
943	FCI Financial Counselors Inc Overland Park, Kansas	$103K	-$471	1	0%	Reduced
944	HCM Hollencrest Capital Management Newport Beach, California	$103K	$0	1	0.01%	Maintained
945	Lincoln National Corp Radnor, Pennsylvania	$103K	+$1.9K	1	0%	Increased
946	GLA Good Life Advisors Reading, Pennsylvania	$100K	+$16.6K	1	0.01%	Increased
947	FMP Financial Management Professionals Austin, Texas	$99K	-$678	4	0.02%	Reduced
948	EIP Ellis Investment Partners Berwyn, Pennsylvania	$97K	+$9.8K	1	0.02%	Increased
949	HPM Hudson Portfolio Management Garrison, New York	$97K	$0	1	0.09%	Maintained
950	CCM CTC Capital Management Chicago, Illinois	$96K	+$86.9K	1	0.26%	New