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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
1476	HighPoint Advisor Group Downers Grove, Illinois	$1.03M	+$773K	2	0.04%	Increased
1477	AFM Anson Funds Management Dallas, Texas	$1.03M	+$1.07M	1	0.06%	New
1478	LA LVW Advisors Pittsford, New York	$1.03M	+$221K	1	0.09%	Increased
1479	Sculptor Capital New York	$1.03M	+$1.09M	1	0.01%	New
1480	WVP Worth Venture Partners Fort Lee, New Jersey	$1.03M	-$163K	2	2.32%	Reduced
1481	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$1.03M	-$455K	1	0.02%	Reduced
1482	AWC Abundance Wealth Counselors State College, Pennsylvania	$1.03M	+$1.08M	4	0.07%	New
1483	KFAS Keating Financial Advisory Services Manhattan, Kansas	$1.03M	-$50.3K	9	0.14%	Reduced
1484	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.02M	+$403K	3	0.02%	Increased
1485	SIS Sound Income Strategies Ft Lauderdale, Florida	$1.02M	+$672K	2	0.05%	Increased
1486	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$1.02M	+$993K	1	0.64%	New
1487	SAI Systematic Alpha Investments Princeton, New Jersey	$1.01M	$0	1	0.03%	Maintained
1488	SIC SJS Investment Consulting Sylvania, Ohio	$1M	+$844K	8	0.11%	Increased
1489	CT Chicago Trust Grayslake, Illinois	$994K	+$4.25K	1	0.14%	Increased
1490	WC Waterloo Capital Austin, Texas	$994K	+$291K	3	0.06%	Increased
1491	QFA Quantum Financial Advisors El Segundo, California	$993K	+$226K	3	0.1%	Increased
1492	Ancora Advisors Cleveland, Ohio	$991K	+$370K	6	0.02%	Increased
1493	AA Advisory Advocates Grand Rapids, Michigan	$990K	+$295K	2	0.85%	Increased
1494	BWG Balanced Wealth Group Westlake, Ohio	$986K	-$1.06K	1	0.31%	Reduced
1495	AWM Angeles Wealth Management Santa Monica, California	$986K	+$472K	3	0.05%	Increased
1496	MA MONECO Advisors Fairfield, Connecticut	$984K	-$89.7K	1	0.06%	Reduced
1497	QCM Qsemble Capital Management New York	$980K	-$7.66M	2	0.13%	Reduced
1498	KC Kepler Cheuvreux Nyon,	$979K	-$803K	1	0.06%	Reduced
1499	FWM Forza Wealth Management Sarasota, Florida	$971K	$0	1	0.3%	Maintained
1500	FHA Flagship Harbor Advisors Boston, Massachusetts	$971K	+$962K	2	0.04%	New