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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
1401	GWM Greenline Wealth Management Boca Raton, Florida	$1.28M	+$461K	2	1.06%	Increased
1402	TCA Transcend Capital Advisors Madison, New Jersey	$1.28M	+$309K	2	0.09%	Increased
1403	JCFM JBR Co Financial Management Ardmore, Oklahoma	$1.28M	+$431K	2	0.47%	Increased
1404	PP PDT Partners New York	$1.28M	-$4.77M	2	0.07%	Reduced
1405	PFT Providence First Trust Scottsdale, Arizona	$1.28M	+$1.33M	1	0.36%	New
1406	MLM Mount Lucas Management Newtown, Pennsylvania	$1.27M	+$598K	2	0.45%	Increased
1407	KIA KCM Investment Advisors Greenbrae, California	$1.27M	+$32.9K	2	0.04%	Increased
1408	WIM WIM Investment Management Hong Kong	$1.27M	+$1.27M	2	0.42%	New
1409	FAL Focused Alpha LLC Denver, Colorado	$1.27M	+$249K	3	0.32%	Increased
1410	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.26M	+$308K	2	0.02%	Increased
1411	EC EntryPoint Capital New York	$1.26M	-$629K	3	0.31%	Reduced
1412	SFM Systematic Financial Management Teaneck, New Jersey	$1.26M	-$62M	1	0.03%	Reduced
1413	MAM McLaughlin Asset Management Danville, Illinois	$1.25M	-$544K	1	0.86%	Reduced
1414	DL Dockside LLC New York	$1.25M	+$910K	1	0.29%	New
1415	LNB Ledyard National Bank	$1.25M	+$1.22M	4	0.1%	New
1416	KCM Kathmere Capital Management Wayne, Pennsylvania	$1.24M	+$281K	2	0.07%	Increased
1417	TF TLWM Financial San Antonio, Texas	$1.24M	+$1.29M	1	0.2%	New
1418	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$1.23M	$0	1	0.11%	Maintained
1419	MPWS McCarter Private Wealth Services Boston, Massachusetts	$1.23M	-$49K	1	0.42%	Reduced
1420	Capital Investment Advisors Atlanta, Georgia	$1.22M	-$1.11K	3	0.02%	Reduced
1421	GSC Ground Swell Capital Folly Beach, South Carolina	$1.22M	+$1.22M	2	1.32%	New
1422	CCA Checchi Capital Advisers Beverly Hills, California	$1.22M	+$215K	3	0.05%	Increased
1423	PA PFG Advisors Phoenix, Arizona	$1.21M	-$39.3K	1	0.06%	Reduced
1424	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.21M	-$433K	1	0.06%	Reduced
1425	GC GFG Capital Miami, Florida	$1.21M	+$190K	4	0.33%	Increased