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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
926	Spire Wealth Management Mclean, Virginia	$24.4K	-$24.8K	3	0%	Reduced
927	QL Quarry LP New York	$24.1K	-$71.2K	1	0.01%	Reduced
928	Exchange Traded Concepts Oklahoma City, Oklahoma	$23.7K	+$25.4K	1	0%	New
929	MCF Advisors Covington, Kentucky	$23.3K	+$6.58K	3	0%	Increased
930	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$23.2K	-$21	1	0.01%	Reduced
931	FWM Focused Wealth Management Newburgh, New York	$22.9K	-$21.8K	4	0%	Reduced
932	SCA Stonebridge Capital Advisors St Paul, Minnesota	$22.4K	$0	2	0%	Maintained
933	EC Elequin Capital New York	$22.2K	+$20.6K	3	0.01%	Increased
934	TAM Tucker Asset Management Littleton, Colorado	$22K	+$13.1K	4	0.01%	Increased
935	CFO CVA Family Office Denver, Colorado	$21.7K	-$2.51K	2	0%	Reduced
936	GWS Glassman Wealth Services Vienna, Virginia	$21.3K	-$1.56K	6	0%	Reduced
937	BHWM Beaird Harris Wealth Management Dallas, Texas	$21.3K	$0	1	0%	Maintained
938	MCM Manchester Capital Management Manchester, Vermont	$21.2K	+$18.6K	1	0%	Increased
939	WIM WealthPlan Investment Management Omaha, Nebraska	$20.8K	-$4.54K	1	0.01%	Reduced
940	Salem Investment Counselors Winston Salem, North Carolina	$20.6K	+$7.53K	5	0%	Increased
941	BAM Byrne Asset Management Kingston, New Jersey	$19K	+$5.45K	1	0.01%	Increased
942	RG Richelieu Gestion Paris, France	$19K	$0	1	0.02%	Maintained
943	SWM Sugarloaf Wealth Management Duluth, Georgia	$19K	$0	2	0%	Maintained
944	TF Tompkins Financial Ithaca, New York	$17.9K	-$5K	2	0%	Reduced
945	AF Advisornet Financial Minnetonka, Minnesota	$17.3K	-$122K	5	0%	Reduced
946	OC Oakworth Capital Birmingham, Alabama	$17.1K	+$14.6K	2	0%	Increased
947	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$17K	-$1.96K	5	0%	Reduced
948	PB Pinnacle Bancorp Beatrice, Nebraska	$16.4K	$0	2	0.01%	Maintained
949	PP PFS Partners Mine Hill, New Jersey	$15.3K	$0	2	0.01%	Maintained
950	PVH Psagot Value Holdings Tel Aviv, Israel	$15K	+$3.05K	2	0.01%	Increased