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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
726	AWM Alterna Wealth Management Houston, Texas	$200K	$0	1	0.22%	Maintained
727	Y.D. More Investments Ramat Gan, Israel	$198K	+$176K	1	0.05%	New
728	WWM Wolff Wiese Magana Carslbad, California	$198K	-$8.73K	4	0.17%	Reduced
729	TC Truvestments Capital Sarasota, Florida	$196K	+$186K	2	0.11%	Increased
730	Brown Brothers Harriman & Co New York	$194K	-$88K	1	0%	Reduced
731	CFGS Concourse Financial Group Securities Birmingham, Alabama	$191K	-$23.7K	3	0.02%	Reduced
732	Harvest Fund Management Beijing, China	$185K	+$169K	2	0.05%	Increased
733	LA LVW Advisors Pittsford, New York	$181K	+$2.36K	1	0.04%	Increased
734	MCC Money Concepts Capital Palm Beach Gardens, Florida	$179K	+$176K	3	0.01%	Increased
735	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$176K	$0	1	0.03%	Maintained
736	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$173K	-$11.7K	1	0.01%	Reduced
737	RWB RMR Wealth Builders Montclair, New Jersey	$172K	+$23	1	0.04%	Increased
738	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$172K	-$14.2K	1	0.09%	Reduced
739	FAM Formidable Asset Management Cincinnati, Ohio	$172K	+$118K	1	0.04%	Increased
740	LCM Lynwood Capital Management Toronto, Ontario, Canada	$169K	+$152K	1	0.2%	New
741	Smithfield Trust Pittsburgh, Pennsylvania	$169K	$0	2	0.01%	Maintained
742	ADL Asset Dedication LLC San Francisco, California	$168K	+$346	2	0.02%	Increased
743	Central Trust Company Jefferson City, Missouri	$167K	-$25.4K	4	0.01%	Reduced
744	MCM Marathon Capital Management Hunt Valley, Maryland	$167K	$0	1	0.05%	Maintained
745	AC ASB Consultores Aventura, Florida	$164K	$0	1	0.07%	Maintained
746	Blue Trust Inc Alpharetta, Georgia	$163K	+$80.1K	6	0%	Increased
747	BLC Brown, Lisle/Cummings Providence, Rhode Island	$163K	$0	2	0.09%	Maintained
748	HIA Harbor Investment Advisory Lutherville, Maryland	$159K	$0	3	0.02%	Maintained
749	Wolverine Asset Management Chicago, Illinois	$158K	+$23.4K	2	0%	Increased
750	PTC Private Trust Company Cleveland, Ohio	$157K	+$19.4K	4	0.02%	Increased