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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	BL Bleichroeder LP New York	$41.8K	$0	1	0.01%	Maintained
977	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$41.3K	$0	3	0.01%	Maintained
978	CH Cromwell Holdings Jackson, Wyoming	$40.5K	$0	1	0.03%	Maintained
979	ACM Accent Capital Management Centerville, Ohio	$40.2K	+$34.1K	2	0.02%	New
980	LI LRI Investments Palm Beach Gardens, Florida	$39.7K	-$1.15K	4	0%	Reduced
981	IRC Investors Research Corp Atlanta, Georgia	$38.1K	$0	2	0.01%	Maintained
982	BIA Bell Investment Advisors Oakland, California	$37.2K	+$2.69K	6	0.01%	Increased
983	PAM Paradigm Asset Management New York	$37.1K	-$6.07K	1	0.01%	Reduced
984	GA GoalVest Advisory New York	$37.1K	$0	1	0.01%	Maintained
985	SG StoneX Group New York	$37K	+$40.3K	1	0%	New
986	BHWM Beaird Harris Wealth Management Dallas, Texas	$36.2K	$0	1	0%	Maintained
987	WWM Wolff Wiese Magana Carslbad, California	$35.3K	+$1.87K	3	0.02%	Increased
988	Harbour Investments Madison, Wisconsin	$34.6K	-$3.12K	5	0%	Reduced
989	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$34.6K	$0	3	0.01%	Maintained
990	MCF Advisors Covington, Kentucky	$34.5K	-$13.8K	4	0%	Reduced
991	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$34.5K	-$3.15K	1	0%	Reduced
992	PMFA Plante Moran Financial Advisors Southfield, Michigan	$34.1K	-$2.7K	1	0%	Reduced
993	NS NBC Securities Birmingham, Alabama	$34K	+$11.6K	2	0%	Increased
994	SFI Siemens Fonds Invest Munich, Germany	$32.9K	$0	1	0%	Maintained
995	Johnson Investment Counsel Cincinnati, Ohio	$31.6K	$0	1	0%	Maintained
996	RS Rakuten Securities Tokyo, Japan	$29.9K	+$28.9K	1	0.01%	New
997	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$29.5K	+$825	5	0%	Increased
998	SWM Sugarloaf Wealth Management Duluth, Georgia	$28.7K	-$26.2K	2	0.01%	Reduced
999	HC Hoese & Co Glencoe, Minnesota	$28.5K	+$24.4K	2	0.02%	New
1000	PCS Personal CFO Solutions Chester, New Jersey	$28.2K	+$255	1	0%	Increased