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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
751	Scotia Capital Toronto, Ontario, Canada	$110K	-$1.92M	1	0%	Reduced
752	BWM BerganKDV Wealth Management Bloomington, Minnesota	$109K	-$261	3	0.02%	Reduced
753	HCP Hexagon Capital Partners Rogers, Arkansas	$109K	+$137K	4	0.03%	New
754	BAM Bellevue Asset Management Bellevue, Washington	$106K	$0	1	0.07%	Maintained
755	DC DeDora Capital Napa, California	$104K	$0	1	0.06%	Maintained
756	NGA Naples Global Advisors Naples, Florida	$104K	$0	1	0.02%	Maintained
757	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$104K	$0	1	0.01%	Maintained
758	CAAS Capital Asset Advisory Services Williamston, Michigan	$103K	+$2.75K	1	0.02%	Increased
759	ER Enlightenment Research Miami, Florida	$103K	+$70.2K	1	0.3%	Increased
760	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$102K	$0	2	0.08%	Maintained
761	AP Advisor Partners Walnut Creek, California	$101K	+$21.4K	1	0.01%	Increased
762	CFA Carroll Financial Associates Charlotte, North Carolina	$98K	-$14.8K	3	0.01%	Reduced
763	HR Hayden Royal Charlotte, North Carolina	$96K	+$111K	1	0.05%	New
764	IAIM International Assets Investment Management Orlando, Florida	$96K	-$23K	1	0.02%	Reduced
765	AIA AIMZ Investment Advisors Los Altos, California	$95K	$0	1	0.06%	Maintained
766	Edmond de Rothschild Holding Chambesy, Switzerland	$93K	+$45K	1	0%	Increased
767	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$93K	+$107K	1	0.03%	New
768	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$92K	+$107K	5	0.01%	New
769	IRC Investors Research Corp Atlanta, Georgia	$90K	-$30K	4	0.04%	Reduced
770	CPA Court Place Advisors Ellicott City, Maryland	$89K	$0	1	0.03%	Maintained
771	MA Mutual Advisors Omaha, Nebraska	$88K	+$1.01K	1	0.01%	Increased
772	Plancorp LLC Saint Louis, Missouri	$88K	$0	1	0.03%	Maintained
773	Hennessy Advisors Inc Novato, California	$87K	+$109K	1	0.01%	New
774	Valeo Financial Advisors Carmel, Indiana	$86K	-$63.5K	5	0.01%	Reduced
775	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$85K	-$5.22K	1	1.56%	Reduced