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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
1326	WA WealthTrust Axiom Wayne, Pennsylvania	$1.58M	-$25.8K	3	0.35%	Reduced
1327	ETFISA ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. Poznan,	$1.58M	+$1.64M	1	0.4%	New
1328	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$1.57M	+$1.4M	1	0.15%	New
1329	CFC Coyle Financial Counsel Glenview, Illinois	$1.57M	-$286K	2	0.29%	Reduced
1330	LAM L2 Asset Management Wayland, Massachusetts	$1.55M	+$771K	5	0.16%	Increased
1331	VR Vision Retirement Ridgewood, New Jersey	$1.55M	+$502K	4	0.38%	Increased
1332	WFI West Family Investments Carlsbad, California	$1.55M	+$569K	4	0.45%	Increased
1333	Mesirow Financial Investment Management Chicago, Illinois	$1.55M	-$356K	1	0.02%	Reduced
1334	AI Aperture Investors New York	$1.54M	-$10.2M	1	0.14%	Reduced
1335	Moneta Group Investment Advisors St Louis, Missouri	$1.53M	+$167K	3	0.01%	Increased
1336	NTIC Napean Trading & Investment Company Singapore	$1.52M	-$14.1M	1	0.52%	Reduced
1337	IFWM Institute for Wealth Management Denver, Colorado	$1.51M	+$395K	8	0.13%	Increased
1338	ACM Arlington Capital Management Arlington Heights, Illinois	$1.51M	+$735K	3	0.94%	Increased
1339	QWM Quadcap Wealth Management Frisco, Texas	$1.49M	-$9.55K	1	0.15%	Reduced
1340	CIA Caerus Investment Advisors West Lake Hills, Texas	$1.47M	-$113K	2	0.49%	Reduced
1341	MA Mezzasalma Advisors Tinton Falls, New Jersey	$1.47M	+$1.42M	2	0.3%	New
1342	Regions Financial Corp Birmingham, Alabama	$1.47M	-$327K	4	0.01%	Reduced
1343	ECM EagleClaw Capital Management Boston, Massachusetts	$1.46M	$0	1	0.2%	Maintained
1344	AWP Abacus Wealth Partners Santa Monica, California	$1.46M	-$1.86M	3	0.15%	Reduced
1345	FGC First Growth Capital Pikesville, Maryland	$1.46M	-$803K	1	1.11%	Reduced
1346	Kingswood Wealth Advisors San Diego, California	$1.46M	+$381K	3	0.06%	Increased
1347	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.46M	+$1.09M	2	0.25%	New
1348	SCP Silverleafe Capital Partners Germantown, Tennessee	$1.45M	+$319K	2	0.4%	Increased
1349	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$1.45M	+$1.51M	1	0.51%	New
1350	Sagespring Wealth Partners Franklin, Tennessee	$1.45M	+$381K	3	0.02%	Increased