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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
1151	EI Ellevest Inc New York	$2.62M	+$202K	6	0.31%	Increased
1152	AA Auxano Advisors Bellevue, Washington	$2.61M	-$24.4K	1	0.5%	Reduced
1153	Gradient Investments Arden Hills, Minnesota	$2.61M	-$95.5K	1	0.04%	Reduced
1154	GA Greenspring Advisors Towson, Maryland	$2.61M	+$168K	6	0.14%	Increased
1155	FPW Fairvoy Private Wealth Birmingham, Alabama	$2.59M	+$2.49M	2	0.52%	New
1156	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$2.58M	-$45.4K	1	1.46%	Reduced
1157	Capital Wealth Planning Naples, Florida	$2.57M	+$2.68M	1	0.01%	New
1158	OMC Oasis Management Company Grand Cayman, Cayman Islands	$2.57M	-$3.42M	1	0.14%	Reduced
1159	CI Cigna Investments Bloomfield, Connecticut	$2.56M	+$535K	5	0.33%	Increased
1160	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$2.56M	+$595K	1	0.07%	Increased
1161	AGM Aragon Global Management Miami, Florida	$2.55M	+$2.65M	1	0.97%	New
1162	AF Aldebaran Financial	$2.55M	-$119K	1	2.07%	Reduced
1163	Sands Capital Management Arlington, Virginia	$2.54M	+$2.36M	1	0.01%	Increased
1164	SW SkyOak Wealth Southfield, Michigan	$2.52M	-$273K	1	0.41%	Reduced
1165	DRW Securities Chicago, Illinois	$2.52M	+$2.49M	3	0.06%	Increased
1166	AC Avestar Capital New York	$2.49M	+$40.8K	2	0.14%	Increased
1167	FWP Flatrock Wealth Partners Newport Beach, California	$2.47M	+$16.8K	1	0.97%	Increased
1168	Smartleaf Asset Management Boston, Massachusetts	$2.46M	$0	8	0.08%	Maintained
1169	Sowell Financial Services North Little Rock, Arkansas	$2.45M	+$462K	5	0.08%	Increased
1170	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$2.44M	+$2.54M	1	0.82%	New
1171	AWA Aaron Wealth Advisors Chicago, Illinois	$2.43M	+$640K	5	0.12%	Increased
1172	BCM Barometer Capital Management Toronto, Ontario, Canada	$2.43M	+$2.37M	1	0.68%	New
1173	VEA Virtus ETF Advisers New York	$2.43M	-$439K	3	0.93%	Reduced
1174	GH GAM Holding Zurich, Switzerland	$2.39M	+$1.78M	2	0.18%	Increased
1175	MVF Markin Volterra Fund Rye, New York	$2.39M	+$134K	4	1.63%	Increased