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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
951	AAM Auxier Asset Management Aurora, Oregon	$100K	$0	1	0.02%	Maintained
952	HWA HCR Wealth Advisors Los Angeles, California	$98K	$0	1	0.02%	Maintained
953	SAM S.A. Mason Holland, Michigan	$97K	$0	2	0.06%	Maintained
954	AGP Autumn Glory Partners Dallas, Texas	$96K	+$84.7K	1	0.04%	New
955	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$96K	-$146K	1	0%	Reduced
956	GLA Good Life Advisors Reading, Pennsylvania	$96K	+$23.3K	1	0.01%	Increased
957	RCM Radnor Capital Management Wayne, Pennsylvania	$96K	$0	1	0.02%	Maintained
958	BFC Bedel Financial Consulting Indianapolis, Indiana	$95K	$0	2	0.03%	Maintained
959	EIP Ellis Investment Partners Berwyn, Pennsylvania	$95K	-$17.1K	1	0.02%	Reduced
960	IRC Investors Research Corp Atlanta, Georgia	$95K	-$3K	5	0.03%	Reduced
961	WFI West Family Investments Carlsbad, California	$94K	-$7.23K	1	0.03%	Reduced
962	BWM Bulltick Wealth Management Miami, Florida	$93.3K	-$32.1K	1	0.02%	Reduced
963	CCA Checchi Capital Advisers Beverly Hills, California	$93K	-$3.25K	1	0.01%	Reduced
964	OWA Octavia Wealth Advisors Cincinnati, Ohio	$93K	-$6.23K	1	0.02%	Reduced
965	ST Sphinx Trading Chicago, Illinois	$92K	+$78.9K	1	0.09%	New
966	ICM Islay Capital Management Lubbock, Texas	$90K	-$56.6K	1	0.07%	Reduced
967	BFA Beacon Financial Advisory Cleveland, Ohio	$89K	$0	1	0.04%	Maintained
968	JIR James Investment Research Alpha, Ohio	$89K	-$112K	1	0.01%	Reduced
969	PCG Private Capital Group West Hartford, Connecticut	$88K	+$39.3K	5	0.02%	Increased
970	BOK Financial Tulsa, Oklahoma	$87K	+$81.1K	1	0%	New
971	FPS Fieldpoint Private Securities Greenwich, Connecticut	$87K	+$10.1K	5	0.02%	Increased
972	LCS Levin Capital Strategies New York	$87K	$0	1	0.01%	Maintained
973	TB Terril Brothers St. Louis, Missouri	$87K	$0	1	0.02%	Maintained
974	Edmond de Rothschild Holding Chambesy, Switzerland	$85K	-$76.3K	1	0%	Reduced
975	HMS Hanseatic Management Services Albuquerque, New Mexico	$85K	+$67.9K	1	0.14%	New