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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	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$323K	$0	1	0.01%	Maintained
927	Advisors Capital Management Ridgewood, New Jersey	$322K	+$13.7K	1	0%	Increased
928	NP Nilsine Partners Greenwood Village, Colorado	$322K	+$262K	1	0.03%	New
929	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$322K	+$203K	1	0.04%	New
930	SEP Southland Equity Partners Wildwood, Missouri	$321K	+$202K	1	0.07%	New
931	KV Kickstand Ventures Pittsford, New York	$319K	-$34.8K	1	0.07%	Reduced
932	Global Retirement Partners San Rafael, California	$318K	+$265K	7	0.01%	New
933	TCTC Holdings Dallas, Texas	$316K	$0	1	0.01%	Maintained
934	Walleye Trading New York	$315K	-$3.41M	2	0%	Reduced
935	AIM Ausbil Investment Management Sydney, Australia	$314K	-$417K	1	0.18%	Reduced
936	SWA Stratos Wealth Advisors Beachwood, Ohio	$314K	$0	1	0.02%	Maintained
937	CA Capital Advantage Walnut Creek, California	$313K	$0	1	0.05%	Maintained
938	FW FullCircle Wealth Dallas, Texas	$310K	+$157K	1	0.12%	New
939	World Investment Advisors Santa Barbara, California	$307K	+$277K	2	0.01%	New
940	PP Patten & Patten Chattanooga, Tennessee	$307K	+$172K	2	0.02%	Increased
941	Kingsview Wealth Management Grants Pass, Oregon	$304K	+$191K	1	0.01%	New
942	1C 111 Capital Paris, France	$303K	-$260K	1	0.05%	Reduced
943	SRL Scientech Research LLC Jersey City, New Jersey	$303K	-$1.39M	1	0.07%	Reduced
944	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$302K	-$22.2K	1	0%	Reduced
945	BWG Balanced Wealth Group Westlake, Ohio	$301K	+$201K	1	0.13%	New
946	GCS Gordian Capital (Singapore) Singapore	$301K	+$50.2K	1	0.44%	Increased
947	RIA Realta Investment Advisors Wilmington, Delaware	$300K	+$189K	1	0.12%	New
948	Focus Partners Advisor Solutions Saint Louis, Missouri	$295K	+$211K	2	0%	Increased
949	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$295K	+$17K	1	0.15%	Increased
950	BWA BlueChip Wealth Advisors Milton, Georgia	$294K	+$237K	1	0.13%	New