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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
651	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$108K	+$88.9K	2	0.08%	New
652	WhitTier Trust Company Reno, Nevada	$108K	$0	1	0.01%	Maintained
653	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$97K	+$3.47K	1	0.01%	Increased
654	JP Morgan Private Wealth Advisors San Francisco, California	$95K	-$104K	1	0%	Reduced
655	AIA AIMZ Investment Advisors Los Altos, California	$93K	-$2.56K	1	0.06%	Reduced
656	RI Ridgewood Investments Springfield, New Jersey	$92K	+$303	1	0.07%	Increased
657	T TOBAM Paris, France	$92K	+$8.5K	1	0.01%	Increased
658	CFA Carroll Financial Associates Charlotte, North Carolina	$90K	+$34.2K	3	0.01%	Increased
659	M&T Bank Buffalo, New York	$90K	-$664K	1	0%	Reduced
660	Rockefeller Capital Management New York	$89K	-$71.7K	4	0%	Reduced
661	TPWA TRUE Private Wealth Advisors Salem, Oregon	$88K	+$82.8K	3	0.01%	New
662	AAM American Asset Management Boca Raton, Florida	$87K	-$83.4K	1	0.06%	Reduced
663	CPA Court Place Advisors Ellicott City, Maryland	$85K	$0	1	0.03%	Maintained
664	FCI Financial Counselors Inc Overland Park, Kansas	$84K	+$161	1	0%	Increased
665	Centiva Capital New York	$83K	-$17.9K	1	0%	Reduced
666	Plancorp LLC Saint Louis, Missouri	$83K	-$13.2K	1	0.03%	Reduced
667	PCM Pinz Capital Management New York	$81K	+$76.5K	1	0.03%	New
668	TFA Tobias Financial Advisors Plantation, Florida	$80K	+$75.8K	1	0.05%	New
669	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$78K	+$7.55K	1	0.02%	Increased
670	Atria Investments Charlotte, North Carolina	$77K	+$81.4K	1	0%	New
671	Sigma Planning Corp Ann Arbor, Michigan	$77K	-$654K	1	0%	Reduced
672	ClearBridge Investments New York	$76K	-$8.12K	2	0%	Reduced
673	IHT Wealth Management Chicago, Illinois	$75K	-$498K	1	0.01%	Reduced
674	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$75K	+$39.3K	1	0.04%	Increased
675	Aspiriant LLC Los Angeles, California	$74K	+$78.6K	1	0.01%	New