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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
1601	Bogart Wealth LLC Mclean, Virginia	$724K	+$635K	7	0.02%	Increased
1602	CWA Asset Management Group Naples, Florida	$721K	+$706K	3	0.02%	New
1603	WMS Wealth Management Strategies Pittsburgh, Pennsylvania	$715K	-$23.3K	1	0.28%	Reduced
1604	GP Gallo Partners Bloomfield, New Jersey	$715K	-$187K	1	1.59%	Reduced
1605	MNBTD Moody National Bank Trust Division Galveston, Texas	$715K	+$250K	2	0.06%	Increased
1606	CA CWC Advisors Lake Oswego, Oregon	$715K	-$56.2K	1	0.32%	Reduced
1607	Pure Financial Advisors San Diego, California	$713K	+$641K	3	0.01%	New
1608	CAM Claret Asset Management Montreal, Quebec, Canada	$709K	-$876K	3	0.08%	Reduced
1609	BPAMU BTG Pactual Asset Management US New York	$708K	+$720K	3	0.04%	New
1610	BFA Beaumont Financial Advisors Needham, Massachusetts	$708K	-$70.4K	1	0.05%	Reduced
1611	DO denkapparat Operations Berlin, Germany	$707K	-$54.5K	1	0.23%	Reduced
1612	CCAL City Center Advisors LLC Troy, Michigan	$706K	+$10.5K	1	0.57%	Increased
1613	PAP Persistent Asset Partners Hong Kong	$705K	-$26.6M	5	0.21%	Reduced
1614	RIM Reliant Investment Management Memphis, Tennessee	$702K	-$3.54K	1	0.25%	Reduced
1615	BIP Blueprint Investment Partners Greensboro, North Carolina	$702K	+$615K	1	0.06%	New
1616	SFG Sovereign Financial Group Stamford, Connecticut	$699K	+$630K	3	0.11%	New
1617	CFG Cooper Financial Group Irvine, California	$699K	+$140K	2	0.06%	Increased
1618	IAIM International Assets Investment Management Orlando, Florida	$698K	+$269K	4	0.04%	Increased
1619	WC Woodstock Corp Boston, Massachusetts	$698K	$0	1	0.06%	Maintained
1620	APW Aventura Private Wealth Aventura, Florida	$695K	+$49.3K	6	0.21%	Increased
1621	PI Pettee Investors Rowayton, Connecticut	$692K	$0	1	0.34%	Maintained
1622	ACP Arcus Capital Partners Atlanta, Georgia	$689K	-$34.4K	2	0.28%	Reduced
1623	BWA BlueChip Wealth Advisors Milton, Georgia	$686K	+$4.25K	1	0.26%	Increased
1624	CIM CIM Investment Management Pittsburgh, Pennsylvania	$680K	-$477K	1	0.16%	Reduced
1625	RA Riversedge Advisors Wilmington, Delaware	$677K	+$284K	2	0.09%	Increased