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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
1226	AO Advisor OS Chicago, Illinois	$144K	-$5.76K	1	0.01%	Reduced
1227	MA MJP Associates Farmington, Connecticut	$144K	$0	1	0.02%	Maintained
1228	HCA Heck Capital Advisors Rhinelander, Wisconsin	$144K	+$136K	1	0.01%	New
1229	QC Quent Capital New York	$144K	+$111K	4	0.01%	New
1230	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$144K	-$65.2K	1	0.03%	Reduced
1231	BAM Bellevue Asset Management Bellevue, Washington	$137K	+$2.81K	3	0.06%	Increased
1232	WA Westfuller Advisors New York	$136K	+$58.7K	3	0.06%	Increased
1233	CI Cherokee Insurance Sterling Heights, Michigan	$135K	$0	1	0.06%	Maintained
1234	SC Searle & Co Greenwich, Connecticut	$131K	$0	1	0.03%	Maintained
1235	Moneta Group Investment Advisors St Louis, Missouri	$130K	+$32.1K	1	0%	Increased
1236	RAM Ramirez Asset Management New York	$130K	$0	1	0.02%	Maintained
1237	SP Saranac Partners London,	$130K	+$99.8K	1	0.02%	New
1238	GSWM Golden State Wealth Management Santa Ana, California	$129K	-$14.2K	3	0.01%	Reduced
1239	OC Oakworth Capital Birmingham, Alabama	$126K	-$280	1	0.01%	Reduced
1240	SL Salomon & Ludwin Richmond, Virginia	$125K	+$32.3K	4	0.01%	Increased
1241	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$124K	+$18.1K	1	0.05%	Increased
1242	DC DeDora Capital Napa, California	$124K	$0	1	0.03%	Maintained
1243	NAM NewGen Asset Management Toronto, Ontario, Canada	$122K	+$107K	1	0.03%	New
1244	NELSF NewGen Equity Long/Short Fund Grand Cayman, Cayman Islands	$122K	+$107K	1	0.03%	New
1245	RFP Root Financial Partners Encinitas, California	$121K	+$101K	7	0.01%	New
1246	WBC Westpac Banking Corp Sydney, Australia	$120K	+$111K	1	0.01%	New
1247	FOA Five Oceans Advisors Santa Monica, California	$119K	-$49.2K	1	0.04%	Reduced
1248	CSB City State Bank Norwalk, Iowa	$117K	$0	2	0.03%	Maintained
1249	Focus Financial Network Minneapolis, Minnesota	$117K	$0	1	0%	Maintained
1250	FWP Firethorn Wealth Partners Augusta, Georgia	$115K	$0	1	0.05%	Maintained