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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
801	U.S. Capital Wealth Advisors Austin, Texas	$145K	+$155K	1	0.01%	New
802	AIC Ayalon Insurance Company Ramat Gan, Israel	$144K	+$15.6K	1	0.05%	Increased
803	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$144K	-$1K	1	0.03%	Reduced
804	CCP Corient Capital Partners Newport Beach, California	$141K	+$16K	1	0.01%	Increased
805	Central Trust Company Jefferson City, Missouri	$140K	-$7.55K	5	0.01%	Reduced
806	Quadrature Capital London, United Kingdom	$140K	-$1.51M	1	0.01%	Reduced
807	Annex Advisory Services Brookfield, Wisconsin	$137K	+$72K	1	0.01%	Increased
808	Bessemer Group Woodbridge, New Jersey	$137K	+$53.6K	3	0%	Increased
809	InterOcean Capital Group Nashville, Tennessee	$133K	-$5.81K	1	0.01%	Reduced
810	TFA Toth Financial Advisory Leesburg, Virginia	$133K	+$8.21K	5	0.02%	Increased
811	AIA AIMZ Investment Advisors Los Altos, California	$132K	$0	1	0.06%	Maintained
812	CC Cypress Capital Franklin, Tennessee	$132K	+$141K	1	0.02%	New
813	OCM Ovata Capital Management Hong Kong	$131K	+$98.4K	1	0.05%	Increased
814	QI Qtron Investments Boston, Massachusetts	$131K	+$139K	1	0.04%	New
815	NAS Nicolet Advisory Services Green Bay, Wisconsin	$127K	+$116	1	0.02%	Increased
816	PP Pacifica Partners Surrey, Canada	$127K	+$5.55K	3	0.09%	Increased
817	EBA Eagle Bay Advisors New York	$126K	-$656	3	0.07%	Reduced
818	Huntington National Bank Columbus, Ohio	$125K	+$117K	4	0%	Increased
819	KPCM Kings Point Capital Management Great Neck, New York	$125K	+$23.2K	1	0.01%	Increased
820	AF Advisornet Financial Minnetonka, Minnesota	$124K	-$8.19K	4	0.01%	Reduced
821	Arkadios Wealth Advisors Atlanta, Georgia	$123K	+$9.9K	5	0.02%	Increased
822	ICM Islay Capital Management Lubbock, Texas	$123K	+$124K	1	0.09%	New
823	PAM Premier Asset Management Chicago, Illinois	$123K	-$427K	1	0.02%	Reduced
824	Independent Advisor Alliance Charlotte, North Carolina	$122K	+$87.8K	2	0.01%	Increased
825	NIM NuWave Investment Management Parsippany, New Jersey	$122K	+$77.6K	2	0.14%	Increased