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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
2076	CIEC Crédit Industriel et Commercial Paris France, France	$218K	+$227K	1	0.01%	New
2077	BPW Bingham Private Wealth San Francisco, California	$218K	+$211K	1	0.15%	New
2078	CAS CTC Alternative Strategies Chicago, Illinois	$218K	-$517K	1	0.31%	Reduced
2079	CWM Cornerstone Wealth Management St. Peters, Missouri	$217K	+$195K	1	0.01%	New
2080	CWG Cornerstone Wealth Group Huntersville, North Carolina	$216K	+$194K	1	0.01%	New
2081	CWR Chico Wealth RIA Chico, California	$216K	+$225K	1	0.11%	New
2082	AWM Activest Wealth Management Aventure, Florida	$216K	+$81.3K	7	0.04%	Increased
2083	AP Advisortrust Partners Raleigh, North Carolina	$215K	+$156K	1	0.07%	New
2084	FA Financial Alternatives La Jolla, California	$215K	+$193K	1	0.11%	New
2085	TCP TMB Capital Partners Little Rock, Arkansas	$215K	+$224K	1	0.07%	New
2086	SWA Sightline Wealth Advisors Groton, Connecticut	$215K	+$223K	1	0.08%	New
2087	OWCM One Wealth Capital Management Scottsdale, Arizona	$215K	+$156K	1	0.06%	New
2088	FA FSA Advisors Troy, Michigan	$215K	+$223K	1	0.1%	New
2089	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$215K	+$223K	1	0.1%	New
2090	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$214K	-$92.8K	1	0.01%	Reduced
2091	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$214K	+$75.6K	4	0.08%	Increased
2092	TWML Todd Wealth Management, LLC Venice, Florida	$213K	+$191K	1	0.16%	New
2093	TPWA Twin Peaks Wealth Advisors Burlingame, California	$213K	-$214K	1	0.05%	Reduced
2094	LI LVZ Inc Holland, Michigan	$212K	+$220K	1	0.02%	New
2095	EWA Evolution Wealth Advisors Aventura, Florida	$212K	+$220K	1	0.02%	New
2096	TM TigerOak Management Albuquerque, New Mexico	$212K	+$220K	1	0.06%	New
2097	AA AlphaCentric Advisors San Juan, Puerto Rico	$211K	+$103K	2	0.18%	Increased
2098	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$211K	-$173K	1	0.04%	Reduced
2099	FFO Fortitude Family Office Scottsdale, Arizona	$211K	+$10.5K	6	0.04%	Increased
2100	AWA Aletheian Wealth Advisors Bellevue, Washington	$211K	+$189K	1	0.09%	New