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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	AA ABC Arbitrage Paris, France	$253K	+$235K	1	0.02%	New
1402	SW Solidarity Wealth Lehi, Utah	$252K	$0	1	0.05%	Maintained
1403	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$250K	+$174K	1	0.08%	New
1404	PCM Parsons Capital Management Providence, Rhode Island	$249K	-$243K	1	0.01%	Reduced
1405	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$246K	+$200K	1	0.03%	New
1406	AWM Angeles Wealth Management Santa Monica, California	$245K	+$1.08K	1	0.01%	Increased
1407	Central Trust Company Jefferson City, Missouri	$245K	-$22.7K	3	0%	Reduced
1408	PAM PVG Asset Management Golden, Colorado	$244K	+$198K	1	0.52%	New
1409	CCA Cruiser Capital Advisors Stamford, Connecticut	$243K	+$333K	1	0.21%	New
1410	SPC Spirepoint Private Client Vero Beach, Florida	$243K	+$16.1K	1	0.02%	Increased
1411	SL Salomon & Ludwin Richmond, Virginia	$243K	+$42.4K	6	0.02%	Increased
1412	SMA Sage Mountain Advisors Atlanta, Georgia	$243K	+$201K	1	0.01%	New
1413	PP PDS Planning Dublin, Ohio	$241K	+$22.7K	1	0.02%	Increased
1414	Bridges Investment Management Omaha, Nebraska	$240K	+$223K	1	0%	New
1415	Cullen/Frost Bankers San Antonio, Texas	$239K	+$52.6K	3	0%	Increased
1416	GSEP Golden State Equity Partners South Coast Metro, California	$238K	+$166K	1	0.04%	New
1417	BWA BlueChip Wealth Advisors Milton, Georgia	$237K	-$269K	1	0.1%	Reduced
1418	MFG MidWestOne Financial Group Iowa City, Iowa	$237K	+$192K	1	0.03%	New
1419	SI Shaker Investments Cleveland, Ohio	$236K	-$229K	1	0.1%	Reduced
1420	CT ClearAlpha Technologies Greenwich, Connecticut	$235K	+$164K	1	0.67%	New
1421	BNA BankChampaign National Association Champaign, Illinois	$235K	+$251K	1	0.23%	New
1422	RWMG Redwood Wealth Management Group Medford, New Jersey	$235K	+$12.3K	1	0.1%	Increased
1423	MB MidFirst Bank Oklahoma City, Oklahoma	$234K	+$650K	4	0.02%	New
1424	OA Oceanside Advisors Mount Pleasant, South Carolina	$234K	+$194K	1	0.14%	New
1425	Livforsakringsbolaget Skandia Stockholm, Sweden	$234K	+$194K	1	0.01%	New