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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
1426	FC Farringdon Capital London, United Kingdom	$233K	+$21.1K	1	0.06%	Increased
1427	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$233K	+$4K	1	0.06%	Increased
1428	WFI West Family Investments Carlsbad, California	$232K	-$8.81K	1	0.05%	Reduced
1429	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$232K	$0	1	0.05%	Maintained
1430	SP Successful Portfolios Clearwater, Florida	$231K	+$194K	1	0.12%	New
1431	VIA Victrix Investment Advisors Stuart, Florida	$228K	+$189K	1	0.09%	New
1432	FPCP Fort Point Capital Partners San Francisco, California	$224K	-$76.9K	1	0.03%	Reduced
1433	CWM Cornerstone Wealth Management St. Peters, Missouri	$223K	+$156K	1	0.01%	New
1434	Ferguson Wellman Capital Management Portland, Oregon	$223K	+$185K	1	0%	New
1435	AFG Albion Financial Group Salt Lake City, Utah	$222K	+$206K	4	0.01%	Increased
1436	EL EQ LLC Bellevue, Washington	$222K	+$184K	1	0.06%	New
1437	Sagespring Wealth Partners Franklin, Tennessee	$222K	+$184K	1	0%	New
1438	HBS Howard Bailey Securities Fort Wayne, Indiana	$219K	-$146K	1	0.09%	Reduced
1439	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$218K	+$121K	6	0.01%	Increased
1440	GP Gallo Partners Bloomfield, New Jersey	$218K	-$1.45M	1	0.19%	Reduced
1441	Whittier Trust South Pasadena, California	$217K	$0	2	0%	Maintained
1442	QLSGSCF Quent Long Short Global Small Cap Fund New York	$217K	+$151K	1	0.02%	New
1443	Koshinski Asset Management Decatur, Illinois	$216K	-$2K	1	0.01%	Reduced
1444	CWM Connecticut Wealth Management Farmington, Connecticut	$216K	+$231K	1	0.01%	New
1445	BWA Basecamp Wealth Advisors Bellevue, Washington	$215K	+$190K	6	0.05%	New
1446	KAS Kemnay Advisory Services New York	$214K	+$188K	3	0.03%	New
1447	TPWA TRUE Private Wealth Advisors Salem, Oregon	$210K	-$154	1	0.02%	Reduced
1448	RIS Richmond Investment Services Mequon, Wisconsin	$209K	-$240K	1	0.04%	Reduced
1449	GSWM Golden State Wealth Management Santa Ana, California	$208K	$0	3	0.02%	Maintained
1450	SFO Stokes Family Office New Orleans, Louisiana	$208K	+$168K	1	0.02%	New