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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
1276	NICM Neo Ivy Capital Management New York	$1.81M	-$6.86M	2	0.42%	Reduced
1277	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$1.81M	+$22.3K	3	0.09%	Increased
1278	EWS Eagle Wealth Strategies West Deptford, New Jersey	$1.79M	+$89.9K	2	0.69%	Increased
1279	Howard Capital Management Roswell, Georgia	$1.79M	+$1.82M	3	0.02%	New
1280	BIG Brookwood Investment Group Phoenix, Arizona	$1.79M	-$595K	2	0.2%	Reduced
1281	Western Wealth Management Golden, Colorado	$1.79M	-$17.7K	1	0.06%	Reduced
1282	AIA Group Hong Kong	$1.78M	-$3.74M	2	0.02%	Reduced
1283	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$1.78M	+$907K	3	0.7%	Increased
1284	CPM Connective Portfolio Management New York	$1.78M	+$1.72M	1	2.96%	New
1285	CWM Cordatus Wealth Management Newtown, Pennsylvania	$1.77M	-$201K	4	0.39%	Reduced
1286	CIG Cullen Investment Group Lafayette, Louisiana	$1.77M	-$2.17K	1	0.21%	Reduced
1287	NFG Norris Financial Group Greenville, South Carolina	$1.76M	+$1.28M	1	0.7%	New
1288	BCM Berbice Capital Management Melville, New York	$1.76M	+$812	2	0.91%	Increased
1289	Clearstead Advisors Cleveland, Ohio	$1.76M	+$665K	8	0.02%	Increased
1290	OWP ORG Wealth Partners Dallas, Texas	$1.75M	+$117K	3	0.26%	Increased
1291	Curi RMB Capital Chicago, Illinois	$1.75M	+$85.4K	3	0.03%	Increased
1292	RC Roundview Capital Princeton, New Jersey	$1.75M	+$1.57M	1	0.1%	New
1293	DWM Drive Wealth Management Lehi, Utah	$1.74M	+$1.06M	5	0.31%	Increased
1294	AIM Aigen Investment Management New York	$1.73M	+$832K	3	0.47%	Increased
1295	Johnson Investment Counsel Cincinnati, Ohio	$1.72M	+$256K	3	0.01%	Increased
1296	RFM Royal Fund Management Lady Lake, Florida	$1.72M	+$165K	2	0.14%	Increased
1297	Csenge Advisory Group Clearwater, Florida	$1.72M	+$962K	3	0.07%	Increased
1298	MWM Maridea Wealth Management Brooklyn, New York	$1.7M	+$715K	1	0.18%	Increased
1299	Savvy Advisors Inc New York	$1.7M	+$482K	4	0.04%	Increased
1300	AIC Archer Investment Corporation Carmel, Indiana	$1.69M	-$645K	4	0.32%	Reduced