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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
826	GCM Goldstream Capital Management Central, Hong Kong	$7.28M	-$8.85M	4	5.52%	Reduced
827	RWM Rezny Wealth Management Fort Myers, Florida	$7.28M	+$275K	2	1.26%	Increased
828	UCMOK United Capital Management of KS Salina, Kansas	$7.26M	+$6.97M	1	0.95%	Increased
829	KFS Keynote Financial Services Vernon, Connecticut	$7.26M	-$678K	2	3.4%	Reduced
830	OpenArc Corporate Advisory Atlanta, Georgia	$7.23M	+$5.02M	5	0.09%	Increased
831	MAS Meeder Advisory Services Dublin, Ohio	$7.22M	+$704K	5	0.26%	Increased
832	S ShariaPortfolio Lake Mary, Florida	$7.22M	+$4.35M	1	2.55%	Increased
833	DGM Delta Global Management New York	$7.21M	-$322K	1	0.78%	Reduced
834	PIA Prakash Investment Advisors Andover, Massachusetts	$7.18M	+$4.88M	4	4.12%	Increased
835	RFG Range Financial Group Tigard, Oregon	$7.16M	+$3.39M	3	1.96%	Increased
836	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.08M	-$1.53M	2	0.33%	Reduced
837	IIA IPG Investment Advisors San Diego, California	$7.05M	+$5.87M	4	1.01%	New
838	RSC Red Spruce Capital Berwyn, Pennsylvania	$6.92M	+$5.5M	2	2.41%	Increased
839	SAM Sunstone Asset Management New York	$6.87M	+$212K	3	7.44%	Increased
840	Modern Wealth Management Lenexa, Kansas	$6.87M	+$5.98M	4	0.08%	Increased
841	TSS Two Sigma Securities New York	$6.86M	-$341K	5	0.59%	Reduced
842	SW SMART Wealth Omaha, Nebraska	$6.85M	+$4.99M	3	1.48%	Increased
843	CA Cornerstone Advisors Asheville, North Carolina	$6.85M	+$7.12M	1	0.23%	New
844	AC AXQ Capital Jersey City, New Jersey	$6.78M	+$4.64M	3	0.74%	Increased
845	Savant Capital Rockford, Illinois	$6.7M	+$4.18M	6	0.02%	Increased
846	SP SWS Partners Columbus, Ohio	$6.67M	-$702K	1	1.44%	Reduced
847	IA Inspire Advisors Meridian, Idaho	$6.66M	+$4.43M	4	0.46%	Increased
848	Envestnet Portfolio Solutions Chicago, Illinois	$6.64M	-$1.25M	7	0.03%	Reduced
849	LCG Lisanti Capital Growth New York	$6.64M	-$3.46M	4	1.46%	Reduced
850	WA Watchtower Advisors Old Greenwich, Connecticut	$6.64M	+$6.44M	1	3.7%	New