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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
1051	SCM Sandler Capital Management New York	$3.43M	-$3.34M	5	1.7%	Reduced
1052	TWM TriaGen Wealth Management Calabasas, California	$3.41M	-$1.57M	1	0.85%	Reduced
1053	KIA Kraematon Investment Advisors Braintree, Massachusetts	$3.41M	+$59.3K	1	2.54%	Increased
1054	CG Cynosure Group Salt Lake City, Utah	$3.4M	+$2.1M	4	0.51%	Increased
1055	PEA Park Edge Advisors Cleveland, Ohio	$3.4M	-$472K	1	0.72%	Reduced
1056	I INVST Indianapolis, Indiana	$3.38M	+$198K	2	0.33%	Increased
1057	VWS Virtus Wealth Solutions Cranford, New Jersey	$3.37M	-$30.7M	2	0.46%	Reduced
1058	WWM Walser Wealth Management Tampa, Florida	$3.37M	-$555K	4	1.4%	Reduced
1059	Fulton Bank Lancaster, Pennsylvania	$3.37M	-$186K	3	0.1%	Reduced
1060	GM GeoWealth Management Chicago, Illinois	$3.37M	+$1.87M	4	0.11%	Increased
1061	HCA Harbor Capital Advisors Chicago, Illinois	$3.35M	+$6.76K	2	0.23%	Increased
1062	PAM PVG Asset Management Golden, Colorado	$3.34M	-$231K	1	1.93%	Reduced
1063	SCP Sivia Capital Partners Mill Valley, California	$3.33M	+$466K	3	0.41%	Increased
1064	Level Four Advisory Services Dallas, Texas	$3.33M	-$1.64M	4	0.09%	Reduced
1065	Atlantic Union Bankshares Glen Allen, Virginia	$3.33M	+$8.83K	6	0.06%	Increased
1066	Fifth Third Wealth Advisors Cincinnati, Ohio	$3.32M	+$376K	4	0.09%	Increased
1067	PI PFG Investments Woodbury, New York	$3.31M	-$429K	4	0.13%	Reduced
1068	NorthRock Partners Minneapolis, Minnesota	$3.31M	+$133K	2	0.05%	Increased
1069	WI Wahed Invest New York	$3.29M	-$85.8K	2	0.34%	Reduced
1070	NS Night Squared New York	$3.28M	-$5.12M	1	0.35%	Reduced
1071	AHL Abel Hall LLC Baton Rouge, Louisiana	$3.28M	+$167K	6	0.57%	Increased
1072	Annex Advisory Services Brookfield, Wisconsin	$3.28M	-$2.07M	1	0.06%	Reduced
1073	Chicago Capital Chicago, Illinois	$3.28M	+$2.27M	2	0.08%	Increased
1074	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$3.27M	-$9.18K	1	2.2%	Reduced
1075	MYA Meiji Yasuda America New York	$3.27M	+$3.4M	1	0.55%	New