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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
1026	Wealthfront Advisers Palo Alto, California	$208K	+$184K	1	0%	New
1027	TW Trajan Wealth Scottsdale, Arizona	$207K	+$183K	1	0.01%	New
1028	GTS Securities Miami, Florida	$206K	-$191K	1	0.01%	Reduced
1029	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$203K	+$179K	1	0.02%	New
1030	MPWS McCarter Private Wealth Services Boston, Massachusetts	$203K	+$179K	1	0.12%	New
1031	OWA One Wealth Advisors San Francisco, California	$203K	+$164K	1	0.03%	New
1032	FIM Fruth Investment Management Houston, Texas	$203K	+$179K	1	0.06%	New
1033	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$202K	-$4.06K	2	0.05%	Reduced
1034	Eastern Bank Boston, Massachusetts	$200K	-$587	3	0%	Reduced
1035	WFI West Family Investments Carlsbad, California	$196K	+$64.2K	1	0.05%	Increased
1036	AWM Angeles Wealth Management Santa Monica, California	$195K	+$1.88K	1	0.01%	Increased
1037	PP PDS Planning Dublin, Ohio	$193K	+$15.4K	1	0.01%	Increased
1038	SPW Sonoma Private Wealth Sonoma, California	$193K	-$11.5K	1	0.24%	Reduced
1039	Harvest Fund Management Beijing, China	$190K	-$829K	2	0.01%	Reduced
1040	EP Essential Partners Rancho Santa Fe, California	$189K	+$132K	3	0.08%	New
1041	HCM Hollencrest Capital Management Newport Beach, California	$187K	+$107K	3	0.01%	Increased
1042	MCM Manchester Capital Management Manchester, Vermont	$186K	-$63K	4	0.02%	Reduced
1043	P Pitcairn Conshohocken, Pennsylvania	$185K	-$21K	1	0.01%	Reduced
1044	FOA Five Oceans Advisors Santa Monica, California	$184K	$0	1	0.08%	Maintained
1045	AF Advisornet Financial Minnetonka, Minnesota	$183K	+$42.2K	5	0.01%	Increased
1046	BHPW Beverly Hills Private Wealth Beverly Hills, California	$180K	+$179K	1	0.03%	New
1047	Vest Financial Mclean, Virginia	$179K	+$20.4K	1	0%	Increased
1048	RA Rational Advisors Huntington, New York	$179K	+$158K	1	0.02%	New
1049	MM MQS Management New York	$171K	-$94.3K	1	0.09%	Reduced
1050	WA Wealthstar Advisors Plano, Texas	$171K	$0	1	0.06%	Maintained