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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
1901	EC Elequin Capital New York	$55.9K	-$226K	3	0%	Reduced
1902	TM Torren Management San Diego, California	$54.4K	-$110K	4	0.03%	Reduced
1903	SFG Strive Financial Group Carmel, Indiana	$54K	+$10.3K	3	0.03%	Increased
1904	UFPG United Financial Planning Group Hauppauge, New York	$49.6K	+$17.6K	2	0.03%	Increased
1905	PPC Park Place Capital Homewood, Alabama	$49.4K	+$81	2	0.01%	Increased
1906	TFG Team Financial Group Temecula, California	$49.3K	$0	1	0.02%	Maintained
1907	BLC Brown, Lisle/Cummings Providence, Rhode Island	$49.1K	+$13.3K	2	0.01%	Increased
1908	AW Avion Wealth The Woodlands, Texas	$49K	-$27.6K	7	0.01%	Reduced
1909	MB MidFirst Bank Oklahoma City, Oklahoma	$48.3K	-$172K	2	0%	Reduced
1910	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$48.2K	-$369	2	0.01%	Reduced
1911	BWM Bernard Wealth Management Royal Oak, Michigan	$46.9K	$0	2	0.02%	Maintained
1912	FP Financial Perspectives Minneapolis, Minnesota	$46.8K	$0	2	0.01%	Maintained
1913	PP PFS Partners Mine Hill, New Jersey	$46.7K	-$23K	2	0.02%	Reduced
1914	KFI Key Financial Inc West Chester, Pennsylvania	$46.5K	-$1.62K	4	0.01%	Reduced
1915	CA Crewe Advisors Salt Lake City, Utah	$46.5K	+$23.6K	2	0%	Increased
1916	DCM Dorato Capital Management Denver, Colorado	$46.3K	$0	1	0.03%	Maintained
1917	NRG Nemes Rush Group Novi, Michigan	$46.1K	+$783	1	0%	Increased
1918	Generali Asset Management Trieste, Italy	$45.7K	+$44K	1	0%	New
1919	EWM Evolution Wealth Management Fort Myers, Florida	$44.5K	+$195K	4	0.03%	New
1920	PWA Physician Wealth Advisors Midvale, Utah	$44.4K	+$10.9K	7	0.01%	Increased
1921	WAG Wiser Advisor Group Phoenix, Arizona	$42.9K	+$33K	1	0.05%	Increased
1922	FGAM Financial Gravity Asset Management Lakeway, Texas	$38.8K	$0	2	0.01%	Maintained
1923	1M 1248 Management Kansas City, Missouri	$37.9K	-$13.7K	1	0.02%	Reduced
1924	MAM Marquette Asset Management Minneapolis, Minnesota	$37.8K	+$6.52K	5	0.01%	Increased
1925	MO McMillan Office St. Clair Shores, Michigan	$37.8K	+$3.21K	3	0%	Increased