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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
1451	IPAM ICICI Prudential Asset Management Mumbai, India	$1.1M	+$1.15M	1	0.12%	New
1452	EFG Everhart Financial Group Dublin, Ohio	$1.1M	-$452K	2	0.07%	Reduced
1453	GC Gilbert & Cook West Des Moines, Iowa	$1.1M	-$1.42K	1	0.13%	Reduced
1454	SAM Synergy Asset Management Vancouver, Washington	$1.09M	+$1.13M	1	0.1%	New
1455	RIA Regal Investment Advisors Kentwood, Michigan	$1.09M	-$67.6K	1	0.06%	Reduced
1456	GIM Generali Investments Management Ljubljana, Slovenia	$1.09M	+$626K	2	0.24%	Increased
1457	Magnetar Financial Evanston, Illinois	$1.08M	+$1.15M	3	0.01%	New
1458	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.08M	+$14.9K	7	0.03%	Increased
1459	LI LRI Investments Palm Beach Gardens, Florida	$1.08M	+$276K	7	0.09%	Increased
1460	FAG Fortitude Advisory Group Gig Harbor, Washington	$1.08M	-$4.54K	1	0.41%	Reduced
1461	Modera Wealth Management Westwood, New Jersey	$1.08M	+$222K	2	0.01%	Increased
1462	DWG Darden Wealth Group Ann Arbor, Michigan	$1.08M	+$954K	2	0.43%	Increased
1463	PFG Putney Financial Group San Rafael, California	$1.07M	+$105K	1	0.97%	Increased
1464	AF Atala Financial Calabasas, California	$1.07M	$0	1	0.65%	Maintained
1465	FOA Five Oceans Advisors Santa Monica, California	$1.07M	+$455K	4	0.34%	Increased
1466	AP Advisors Preferred Rockville, Maryland	$1.06M	-$25.9K	1	0.16%	Reduced
1467	AWM Avaii Wealth Management Appleton, Wisconsin	$1.06M	+$1.1M	1	0.31%	New
1468	LF Lighthouse Financial Largo, Florida	$1.06M	+$1.02M	1	0.55%	New
1469	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$1.06M	$0	1	0.39%	Maintained
1470	CI Corient IA Miami, Florida	$1.05M	$0	1	0.97%	Maintained
1471	QWM QP Wealth Management Eatontown, New Jersey	$1.05M	-$853K	1	1.49%	Reduced
1472	DCM Dudley Capital Management Middleburg, Virginia	$1.04M	-$59.3K	1	0.42%	Reduced
1473	SP SmartHarvest Portfolios Poulsbo, Washington	$1.04M	+$144K	4	0.34%	Increased
1474	Rathbones Group Liverpool, United Kingdom	$1.04M	+$841K	2	0%	New
1475	DE Diversified Enterprises Wilmington, Delaware	$1.03M	+$309K	2	0.05%	Increased