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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
976	Daiwa Securities Group Tokyo, Japan	$37K	+$44.8K	1	0%	New
977	SL Salomon & Ludwin Richmond, Virginia	$37K	-$754	1	0%	Reduced
978	PPC Park Place Capital Homewood, Alabama	$36.5K	-$9.74K	3	0.01%	Reduced
979	Edmond de Rothschild Holding Chambesy, Switzerland	$36.3K	$0	1	0%	Maintained
980	CFFP Center for Financial Planning Southfied, Michigan	$36.2K	$0	1	0.01%	Maintained
981	BHWM Beaird Harris Wealth Management Dallas, Texas	$36.2K	$0	1	0%	Maintained
982	CH Cromwell Holdings Jackson, Wyoming	$35.1K	+$34.3K	1	0.02%	New
983	A AlphaQuest New York	$34.8K	-$138K	3	0%	Reduced
984	Bartlett & Co Wealth Management Cincinnati, Ohio	$34.4K	-$9.06K	2	0%	Reduced
985	Johnson Investment Counsel Cincinnati, Ohio	$34.3K	$0	1	0%	Maintained
986	BL Bleichroeder LP New York	$33.6K	$0	1	0.01%	Maintained
987	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$33.5K	+$28.3K	3	0.01%	New
988	IRC Investors Research Corp Atlanta, Georgia	$32.9K	$0	2	0.01%	Maintained
989	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32.2K	-$1.48K	3	0%	Reduced
990	FIA FNY Investment Advisers New York	$32K	-$69.7K	1	0.02%	Reduced
991	Harbour Investments Madison, Wisconsin	$31.2K	+$4.81K	6	0%	Increased
992	GWP Gateway Wealth Partners Appleton, Wisconsin	$31.2K	-$2.78K	1	0.01%	Reduced
993	GCM Gladius Capital Management Chicago, Illinois	$30.5K	+$2.25K	1	0%	Increased
994	LI LRI Investments Palm Beach Gardens, Florida	$30.4K	+$6.83K	4	0%	Increased
995	PCS Personal CFO Solutions Chester, New Jersey	$30.2K	$0	1	0%	Maintained
996	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$30.1K	$0	1	0.01%	Maintained
997	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$30K	+$28K	2	0.01%	New
998	BIA Bell Investment Advisors Oakland, California	$29.3K	+$158	6	0.01%	Increased
999	GA GoalVest Advisory New York	$29K	$0	1	0.01%	Maintained
1000	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$28.8K	$0	3	0.01%	Maintained