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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
1376	First National Trust Hermitage, Pennsylvania	$278K	-$73.6K	1	0.01%	Reduced
1377	EHAM Eagle Harbor Asset Management Seattle, Washington	$278K	+$225K	1	0.23%	New
1378	SIM Sandia Investment Management Boston, Massachusetts	$277K	+$224K	1	0.69%	New
1379	MFG Magnus Financial Group New York	$275K	+$192K	1	0.02%	New
1380	Brown Brothers Harriman & Co New York	$274K	+$48.1K	6	0%	Increased
1381	EC Elequin Capital New York	$274K	+$191K	1	0.02%	New
1382	Valmark Advisers Akron, Ohio	$273K	$0	1	0%	Maintained
1383	S SimplyRich Carlsbad, California	$271K	+$260K	1	0.07%	New
1384	Dakota Wealth Management Palm Beach Gardens, Florida	$271K	+$239K	2	0%	New
1385	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$271K	-$154	1	0.13%	Reduced
1386	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$270K	+$286K	1	0%	New
1387	Capula Management Grand Cayman, Cayman Islands	$269K	+$190K	2	0%	New
1388	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$265K	+$237K	2	0.05%	Increased
1389	AA Armis Advisers Atlanta, Georgia	$265K	+$134K	1	0.03%	New
1390	HA Herold Advisors New York	$264K	+$214K	1	0.06%	New
1391	PPWP Premier Path Wealth Partners Madison, New Jersey	$264K	+$214K	1	0.03%	New
1392	Simplicity Wealth Summit, New Jersey	$263K	+$213K	1	0.02%	New
1393	CPC CFC Planning Company Cicero, Indiana	$263K	+$218K	1	0.2%	New
1394	SP SmartHarvest Portfolios Poulsbo, Washington	$262K	+$218K	1	0.09%	New
1395	WCA Westover Capital Advisors Wilmington, Delaware	$262K	$0	1	0.05%	Maintained
1396	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$262K	+$217K	1	0.06%	New
1397	WTG West Tower Group Richmond, Virginia	$259K	+$248K	1	0.58%	New
1398	BNP Paribas Paris, France	$258K	-$180K	1	0.01%	Reduced
1399	Eastern Bank Boston, Massachusetts	$256K	-$20.2K	4	0%	Reduced
1400	LI LRI Investments Palm Beach Gardens, Florida	$254K	+$60.1K	7	0.02%	Increased