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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	WA Wealthstream Advisors New York	$63K	+$4.78K	1	0.01%	Increased
1152	AIA Alternative Investment Advisors Maitland, Florida	$62.3K	$0	1	0.03%	Maintained
1153	NCM Northside Capital Management Hood River, Oregon	$62.2K	$0	1	0%	Maintained
1154	VWM Vigilare Wealth Management Scottsdale, Arizona	$62.2K	$0	1	0.02%	Maintained
1155	MHC May Hill Capital Cohasset, Massachusetts	$62.1K	-$23.1K	1	0.02%	Reduced
1156	KCM Kathmere Capital Management Wayne, Pennsylvania	$61.5K	+$61.2K	1	0%	New
1157	BC Bayforest Capital London, United Kingdom	$60.5K	-$264K	2	0.03%	Reduced
1158	SFC SYM Financial Corp Winona Lake, Indiana	$59.6K	+$4.64K	1	0.01%	Increased
1159	Foster Group West Des Moines, Iowa	$59K	+$58.7K	1	0%	New
1160	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$58.8K	+$287	2	0.02%	Increased
1161	WA Westfuller Advisors New York	$58.2K	+$304	1	0.03%	Increased
1162	Csenge Advisory Group Clearwater, Florida	$58.1K	$0	1	0%	Maintained
1163	VF Virtu Financial New York	$58K	-$1.04M	1	0%	Reduced
1164	FAM Formidable Asset Management Cincinnati, Ohio	$57.4K	$0	1	0.01%	Maintained
1165	BIA Bell Investment Advisors Oakland, California	$57.3K	+$6.34K	6	0.01%	Increased
1166	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$56.9K	-$1.3K	1	0.02%	Reduced
1167	CGL Clarius Group LLC Seattle, Washington	$55.2K	-$1.92K	1	0%	Reduced
1168	LI LRI Investments Palm Beach Gardens, Florida	$54.8K	+$4.04K	6	0%	Increased
1169	AAM Auxier Asset Management Aurora, Oregon	$54.7K	-$6.13K	1	0.01%	Reduced
1170	TPI Trust Point Inc La Crosse, Wisconsin	$53.8K	+$53.5K	1	0.01%	New
1171	VC Veracity Capital Atlanta, Georgia	$53.8K	+$53.5K	1	0.02%	New
1172	FCMT Founders Capital Management (Texas) Houston, Texas	$53.5K	$0	1	0.03%	Maintained
1173	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$53.5K	+$43.2K	1	0.03%	New
1174	Laurion Capital Management New York	$52.1K	-$167K	1	0%	Reduced
1175	SL Sentry LLC Memphis, Tennessee	$52.1K	$0	1	0.01%	Maintained