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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	VC Vestor Capital Chicago, Illinois	$166K	+$68.5K	1	0.01%	Increased
827	AWM Angeles Wealth Management Santa Monica, California	$163K	$0	1	0.01%	Maintained
828	PWM Palumbo Wealth Management Great Neck, New York	$162K	+$11.4K	1	0.06%	Increased
829	Atomi Financial Group New York	$161K	+$30.2K	1	0.01%	Increased
830	IAIM International Assets Investment Management Orlando, Florida	$159K	+$40.8K	3	0.01%	Increased
831	P Pitcairn Conshohocken, Pennsylvania	$159K	-$16.7K	1	0.01%	Reduced
832	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$156K	+$25.3K	1	0.01%	Increased
833	Eastern Bank Boston, Massachusetts	$155K	+$144K	3	0%	New
834	FOA Five Oceans Advisors Santa Monica, California	$152K	+$5.81K	1	0.07%	Increased
835	EWM Executive Wealth Management Brighton, Michigan	$149K	+$138K	1	0.01%	New
836	ACA Atlas Capital Advisors Jackson, Wyoming	$148K	+$70K	3	0.02%	Increased
837	Allworth Financial Folsom, California	$143K	+$24.9K	6	0%	Increased
838	SIA Schechter Investment Advisors Birmingham, Michigan	$139K	+$86.5K	1	0.01%	Increased
839	C Covestor London, United Kingdom	$139K	-$152K	8	0.09%	Reduced
840	Concurrent Investment Advisors Tampa, Florida	$138K	+$898	1	0%	Increased
841	Smartleaf Asset Management Boston, Massachusetts	$137K	+$37.6K	7	0.02%	Increased
842	United Capital Financial Advisors Irving, Texas	$137K	+$27.8K	1	0%	Increased
843	Avantax Advisory Services Dallas, Texas	$136K	-$265K	2	0%	Reduced
844	CF Centaurus Financial Anaheim, California	$135K	+$113K	1	0.01%	New
845	DI Diligent Investors Redlands, California	$132K	$0	1	0.03%	Maintained
846	AO Advisor OS Chicago, Illinois	$131K	$0	1	0.01%	Maintained
847	MA MJP Associates Farmington, Connecticut	$131K	$0	1	0.02%	Maintained
848	FCA FinTrust Capital Advisors Greenville, South Carolina	$131K	-$50.4K	2	0.02%	Reduced
849	AP Adero Partners Pleasanton, California	$130K	-$12.6K	1	0.01%	Reduced
850	Wilmington Savings Fund Society Wilmington, Delaware	$130K	+$122K	3	0%	New