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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	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$683K	+$3.44K	1	0.05%	Increased
1152	OAM Oxford Asset Management Oxford, United Kingdom	$678K	-$332K	2	0.24%	Reduced
1153	Brown Advisory Baltimore, Maryland	$673K	+$50.7K	3	0%	Increased
1154	Avanza Fonder Stockholm, Sweden	$669K	+$715K	1	0.02%	New
1155	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$668K	$0	1	0.02%	Maintained
1156	Everhart Financial Group Dublin, Ohio	$667K	+$260K	1	0.06%	Increased
1157	Campbell & Co Investment Adviser Baltimore, Maryland	$666K	+$518K	3	0.03%	Increased
1158	Capstone Investment Advisors New York	$665K	-$2.32M	2	0%	Reduced
1159	SevenBridge Financial Group Harrisburg, Pennsylvania	$655K	+$4.76K	1	0.11%	Increased
1160	UniSuper Management Melbourne, Victoria, Australia	$655K	+$543K	1	0%	New
1161	Leonteq Securities AG Zurich, Switzerland	$650K	-$68.2K	6	0.02%	Reduced
1162	Alight Capital Management New York	$647K	+$620K	1	0.17%	New
1163	EL EWA LLC Pittsbugh, Pennsylvania	$645K	-$5.39K	1	0.16%	Reduced
1164	AWM Ariadne Wealth Management Santa Barbara, California	$641K	+$30.8K	1	0.26%	Increased
1165	One Wealth Advisors San Francisco, California	$639K	+$181K	2	0.08%	Increased
1166	FAG Fortitude Advisory Group Gig Harbor, Washington	$632K	$0	1	0.27%	Maintained
1167	Vestor Capital Chicago, Illinois	$631K	+$1.77M	1	0.04%	Increased
1168	Sivia Capital Partners Mill Valley, California	$630K	+$51.2K	2	0.13%	Increased
1169	ORG Optimist Retirement Group Bellevue, Washington	$627K	+$255K	2	0.29%	Increased
1170	EWS Eagle Wealth Strategies West Deptford, New Jersey	$627K	-$75.2K	1	0.29%	Reduced
1171	Modern Wealth Management Lenexa, Kansas	$617K	+$507K	2	0.01%	New
1172	Nilsine Partners Greenwood Village, Colorado	$615K	+$83.2K	1	0.05%	Increased
1173	RA RiverPark Advisors New York	$614K	-$129K	3	0.18%	Reduced
1174	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$613K	-$77.5K	5	0.02%	Reduced
1175	Insigneo Advisory Services Miami, Florida	$613K	+$24.2K	1	0.04%	Increased