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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
726	GL Graypoint LLC Albany, New York	$133K	-$10.1K	1	0.01%	Reduced
727	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$132K	-$33.1K	1	0.01%	Reduced
728	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$130K	$0	1	0.02%	Maintained
729	Hennessy Advisors Inc Novato, California	$129K	+$114K	1	0.01%	New
730	AWM Angeles Wealth Management Santa Monica, California	$126K	+$125K	1	0.02%	New
731	Central Trust Company Jefferson City, Missouri	$125K	-$7.63K	3	0%	Reduced
732	SCM SOL Capital Management Rockville, Maryland	$125K	-$111K	1	0.02%	Reduced
733	SI Seeds Investor New York	$125K	+$124K	1	0.14%	New
734	TD Waterhouse Canada Toronto, Ontario, Canada	$123K	+$18.1K	6	0%	Increased
735	C Covestor London, United Kingdom	$122K	-$59.9K	8	0.08%	Reduced
736	AC AXQ Capital Jersey City, New Jersey	$120K	-$1.94M	1	0.03%	Reduced
737	VCG Vantage Consulting Group Virginia Beach, Virginia	$118K	+$106K	1	0.08%	New
738	Bleakley Financial Group Fairfield, New Jersey	$118K	-$1.03M	1	0%	Reduced
739	RA RiverPark Advisors New York	$117K	+$22.1K	2	0.11%	Increased
740	Simplicity Solutions Minneapolis, Minnesota	$116K	-$1.03M	1	0%	Reduced
741	CWM Compass Wealth Management Guilford, Connecticut	$115K	+$90.1K	1	0.03%	Increased
742	United Capital Financial Advisors Irving, Texas	$115K	-$101K	1	0%	Reduced
743	AWA Arete Wealth Advisors Chicago, Illinois	$113K	$0	1	0.01%	Maintained
744	Global Retirement Partners San Rafael, California	$112K	-$106K	6	0%	Reduced
745	RAM Ramirez Asset Management New York	$112K	+$4.36K	2	0.02%	Increased
746	Evergreen Capital Management Bellevue, Washington	$112K	-$1.72M	1	0%	Reduced
747	PPC Park Place Capital Homewood, Alabama	$110K	-$153K	3	0.04%	Reduced
748	LA LVW Advisors Pittsford, New York	$110K	-$13.2K	1	0.02%	Reduced
749	Ballentine Partners Waltham, Massachusetts	$108K	-$17.1K	1	0%	Reduced
750	Concurrent Investment Advisors Tampa, Florida	$106K	+$105K	1	0.01%	New