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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	SWA Sightline Wealth Advisors Groton, Connecticut	$336K	+$279K	1	0.14%	New
1327	KLWA Kelly Lawrence W & Associates Pasadens, California	$335K	-$84.8K	1	0.08%	Reduced
1328	SWM Stark Wealth Management Bethlehem, Pennsylvania	$334K	+$26.4K	1	1.25%	Increased
1329	OL one8zero8 LLC Greensboro, North Carolina	$334K	$0	1	0.07%	Maintained
1330	SBF Sara-Bay Financial Sarasota, Florida	$333K	+$46.1K	1	0.1%	Increased
1331	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$332K	-$29.9K	1	0.1%	Reduced
1332	JCFM JBR Co Financial Management Ardmore, Oklahoma	$331K	+$231K	1	0.14%	New
1333	DRW Securities Chicago, Illinois	$331K	-$820K	1	0.01%	Reduced
1334	CCAL City Center Advisors LLC Troy, Michigan	$329K	-$94.7K	1	0.3%	Reduced
1335	AIM Ausbil Investment Management Sydney, Australia	$329K	$0	1	0.19%	Maintained
1336	YWS Yarger Wealth Strategies Westerville, Ohio	$328K	+$54K	1	0.14%	Increased
1337	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$328K	$0	1	0.19%	Maintained
1338	WWC Waypoint Wealth Counsel Atlanta, Georgia	$327K	+$271K	1	0.12%	New
1339	DWM Drive Wealth Management Lehi, Utah	$326K	+$6.46K	2	0.06%	Increased
1340	AIC Archer Investment Corporation Carmel, Indiana	$326K	+$37.4K	3	0.07%	Increased
1341	BWG Balanced Wealth Group Westlake, Ohio	$321K	$0	1	0.12%	Maintained
1342	GAMCO Investors Greenwich, Connecticut	$321K	-$591K	1	0%	Reduced
1343	Palisade Capital Management Fort Lee, New Jersey	$319K	+$265K	1	0.01%	New
1344	MM MQS Management New York	$317K	-$50.8K	1	0.19%	Reduced
1345	CFGW Chancellor Financial Group WB Wilkes-Barre, Pennsylvania	$316K	+$256K	1	0.21%	New
1346	ACA Atlas Capital Advisors Jackson, Wyoming	$315K	+$279K	3	0.04%	New
1347	C Covestor London, United Kingdom	$314K	-$82.1K	7	0.16%	Reduced
1348	4WM 44 Wealth Management Eugene, Oregon	$314K	-$81.1K	1	0.11%	Reduced
1349	TC Town Capital Bel Air, Maryland	$312K	+$259K	1	0.26%	New
1350	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$312K	+$265K	3	0%	New