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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
1201	EPW Evolve Private Wealth Los Angeles, California	$2.2M	-$873K	4	0.13%	Reduced
1202	SWM Sendero Wealth Management San Antonio, Texas	$2.19M	+$1.96M	1	0.22%	New
1203	AFG Albion Financial Group Salt Lake City, Utah	$2.18M	-$65.3K	7	0.13%	Reduced
1204	Centiva Capital New York	$2.18M	-$2.15M	4	0.02%	Reduced
1205	SI Shaker Investments Cleveland, Ohio	$2.18M	+$2.14M	2	0.78%	New
1206	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$2.17M	+$1.53M	2	0.25%	Increased
1207	AMF Tjänstepension Stockholm, Sweden	$2.17M	+$1.95M	1	0.01%	New
1208	AIM Avanda Investment Management Singapore	$2.17M	+$2.2M	4	0.73%	New
1209	Arkadios Wealth Advisors Atlanta, Georgia	$2.16M	-$410K	6	0.03%	Reduced
1210	SWM StoneCrest Wealth Management Chandler, Arizona	$2.16M	+$1.16M	2	0.69%	Increased
1211	Huntington National Bank Columbus, Ohio	$2.16M	+$512K	8	0.01%	Increased
1212	CA Calton & Associates Tampa, Florida	$2.15M	+$1.73M	1	0.31%	Increased
1213	PM Parametrica Management Wanchai, Hong Kong	$2.12M	+$2.06M	1	1.67%	New
1214	TF Trek Financial Scottsdale, Arizona	$2.12M	-$183	3	0.11%	Reduced
1215	BCM Bayesian Capital Management Brooklyn, New York	$2.12M	+$2.05M	3	1.36%	New
1216	IC Inscription Capital Houston, Texas	$2.11M	+$276K	2	0.19%	Increased
1217	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2.1M	$0	2	0.17%	Maintained
1218	JF Joule Financial Lexington, Kentucky	$2.1M	-$73.9K	1	0.57%	Reduced
1219	EL EWA LLC Pittsbugh, Pennsylvania	$2.1M	+$215K	3	0.38%	Increased
1220	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$2.1M	+$773K	4	0.11%	Increased
1221	SFG Stonebridge Financial Group San Rafael, California	$2.09M	+$1.91M	3	0.29%	New
1222	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$2.09M	$0	1	0.73%	Maintained
1223	CA Cache Advisors San Francisco, California	$2.06M	+$1.8M	2	0.17%	New
1224	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$2.05M	+$542K	3	0.06%	Increased
1225	Benjamin Edwards Inc Clayton, Missouri	$2.04M	-$150K	3	0.02%	Reduced