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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
501	GA GoalVest Advisory New York	$1.28M	+$122K	2	0.8%	Increased
502	TA Teton Advisors Rye, New York	$1.27M	+$261K	2	0.17%	Increased
503	CCG Ceeto Capital Group Coral Gables, Florida	$1.26M	+$420K	2	0.57%	Increased
504	WW Waterfront Wealth Overland Park, Kansas	$1.26M	+$238K	1	0.6%	Increased
505	FC FORA Capital Miami, Florida	$1.25M	-$460K	3	0.23%	Reduced
506	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.24M	+$1.01M	2	0.19%	Increased
507	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.24M	+$287K	5	0%	Increased
508	NFG Next Financial Group Houston, Texas	$1.22M	+$46.7K	6	0.1%	Increased
509	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$1.19M	+$1.22M	1	0.28%	New
510	Mount Yale Investment Advisors Denver, Colorado	$1.19M	+$18K	2	0.14%	Increased
511	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.18M	-$459K	3	0.18%	Reduced
512	SSI Scott & Selber Inc Houston, Texas	$1.18M	-$990K	1	0.45%	Reduced
513	Atria Investments Charlotte, North Carolina	$1.17M	+$1.06M	1	0.02%	New
514	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$1.17M	+$1.06M	1	0.76%	New
515	DRW Securities Chicago, Illinois	$1.16M	+$476K	1	0.04%	Increased
516	Maryland State Retirement & Pension System Baltimore, Maryland	$1.15M	$0	2	0.04%	Maintained
517	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.15M	+$755K	1	0.13%	Increased
518	LTI Laffer Tengler Investments Nashville, Tennessee	$1.15M	+$852K	2	0.43%	Increased
519	SA swisspartners Advisors Zurich, Switzerland	$1.15M	+$1.03M	1	0.9%	New
520	QC QCM Cayman Houston, Texas	$1.14M	+$1.03M	1	2.94%	New
521	Vanguard Personalized Indexing Management Oakland, California	$1.13M	-$40.1K	3	0.12%	Reduced
522	WCM Washington Capital Management Seattle, Washington	$1.13M	-$110K	2	1.37%	Reduced
523	South Dakota Investment Council Sioux Falls, South Dakota	$1.13M	+$1.16M	1	0.02%	New
524	EP Edgestream Partners Princeton, New Jersey	$1.12M	-$1.15M	1	0.07%	Reduced
525	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.12M	-$6.27K	1	0.13%	Reduced