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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
1251	SIG Brokerage New York	$452K	-$354K	1	0.01%	Reduced
1252	Capital Investment Advisors Atlanta, Georgia	$450K	+$208K	2	0.01%	Increased
1253	SSA Sierra Summit Advisors Incline Village, Nevada	$448K	+$479K	1	0.07%	New
1254	Alpha Cubed Investments Irvine, California	$447K	+$311K	1	0.02%	New
1255	Aristeia Capital Greenwich, Connecticut	$444K	-$6.2M	1	0.01%	Reduced
1256	WFA WMG Financial Advisors Knoxville, Tennessee	$443K	+$309K	1	0.18%	New
1257	RCA Resonant Capital Advisors Madison, Wisconsin	$443K	+$390K	2	0.02%	New
1258	LCM LCM Capital Management Chicago, Illinois	$443K	-$614	1	0.21%	Reduced
1259	Moneta Group Investment Advisors St Louis, Missouri	$442K	+$204K	2	0%	Increased
1260	CPA Capital Performance Advisors Walnut Creek, California	$438K	-$98.7K	1	0.03%	Reduced
1261	CA Capital Advantage Walnut Creek, California	$432K	-$544K	1	0.06%	Reduced
1262	WC Woodstock Corp Boston, Massachusetts	$430K	+$430K	1	0.04%	New
1263	WMP Wealth Management Partners Tucson, Arizona	$426K	-$615	1	0.12%	Reduced
1264	AA Apriem Advisors Irvine, California	$423K	$0	1	0.04%	Maintained
1265	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$422K	+$350K	1	0.07%	New
1266	CWM Cedar Wealth Management Walnut Creek, California	$421K	+$422K	1	0.13%	New
1267	HC Headland Capital Mt. Pleasant, South Carolina	$415K	-$2.13K	1	0.12%	Reduced
1268	VWA Visionary Wealth Advisors O'fallon, Illinois	$411K	+$67.7K	1	0.02%	Increased
1269	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$408K	$0	1	0.09%	Maintained
1270	NW Naviter Wealth Little Rock, Arkansas	$406K	-$305K	1	0.05%	Reduced
1271	PIA Prakash Investment Advisors Andover, Massachusetts	$405K	+$283K	1	0.29%	New
1272	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$404K	-$328K	1	0.01%	Reduced
1273	FGC First Growth Capital Pikesville, Maryland	$404K	+$270K	1	0.36%	New
1274	Soros Fund Management New York	$404K	+$346K	1	0%	New
1275	PFG Prosperity Financial Group San Ramon, California	$403K	$0	1	0.15%	Maintained