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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	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$170K	+$145K	3	0.07%	Increased
802	Waverly Advisors Birmingham, Alabama	$170K	-$459	1	0%	Reduced
803	NWA New World Advisors Hingham, Massachusetts	$168K	$0	1	0.05%	Maintained
804	DRW Securities Chicago, Illinois	$167K	+$161K	1	0.01%	New
805	AIM Arcadia Investment Management Kalamazoo, Michigan	$164K	+$60.8K	3	0.03%	Increased
806	QL Quarry LP New York	$162K	-$12.8K	4	0.05%	Reduced
807	Harvest Fund Management Beijing, China	$161K	+$75.7K	2	0.01%	Increased
808	GL Graypoint LLC Albany, New York	$160K	-$22.4K	1	0.01%	Reduced
809	Brown Brothers Harriman & Co New York	$156K	-$4.03K	3	0%	Reduced
810	OA Operose Advisors Milwaukee, Wisconsin	$155K	$0	1	0.05%	Maintained
811	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$154K	+$111K	1	0.03%	New
812	P Pitcairn Conshohocken, Pennsylvania	$153K	+$14.3K	1	0.01%	Increased
813	Palisade Capital Management Fort Lee, New Jersey	$151K	-$80.4K	1	0%	Reduced
814	ECM Everence Capital Management Goshen, Indiana	$149K	$0	1	0.01%	Maintained
815	FCA FinTrust Capital Advisors Greenville, South Carolina	$149K	-$1.25M	2	0.03%	Reduced
816	1IA 1620 Investment Advisors Plymouth, Massachusetts	$146K	+$144K	1	0.11%	New
817	ACM Adalta Capital Management New York	$145K	+$120K	1	0.08%	New
818	Credit Agricole Montrouge Cedex, France	$141K	+$149K	3	0%	Increased
819	AWM Angeles Wealth Management Santa Monica, California	$141K	$0	1	0.01%	Maintained
820	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$137K	+$18.2K	1	0.1%	Increased
821	Arax Advisory Partners Denver, Colorado	$136K	+$119K	5	0.01%	Increased
822	PWM Palumbo Wealth Management Great Neck, New York	$135K	+$25.5K	1	0.06%	Increased
823	WVP Worth Venture Partners Fort Lee, New Jersey	$128K	+$17.9K	2	0.95%	Increased
824	PP PDS Planning Dublin, Ohio	$127K	-$1.72K	1	0.01%	Reduced
825	FOA Five Oceans Advisors Santa Monica, California	$126K	+$50.1K	1	0.07%	Increased