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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	Geneos Wealth Management Englewood, Colorado	$106K	-$20	2	0.01%	Reduced
752	PP PDS Planning Dublin, Ohio	$106K	-$12.3K	1	0.01%	Reduced
753	Choreo LLC Rockford, Illinois	$106K	-$1.47K	1	0%	Reduced
754	SIA Schechter Investment Advisors Birmingham, Michigan	$105K	+$23.5K	1	0.01%	Increased
755	ADL Asset Dedication LLC San Francisco, California	$104K	-$29.9K	2	0.01%	Reduced
756	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$103K	+$109K	1	0.02%	New
757	Avantax Advisory Services Dallas, Texas	$103K	-$8.43K	1	0%	Reduced
758	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$101K	+$94.5K	1	0%	New
759	KC Knuff & Co Foster City, California	$101K	-$136K	1	0.04%	Reduced
760	BAM Bellevue Asset Management Bellevue, Washington	$101K	$0	1	0.07%	Maintained
761	AWA Arete Wealth Advisors Chicago, Illinois	$101K	$0	1	0.02%	Maintained
762	DC DeDora Capital Napa, California	$96.1K	$0	1	0.04%	Maintained
763	AC ASB Consultores Aventura, Florida	$93.2K	+$96.3K	1	0.04%	New
764	DP Dundas Partners Edinburgh, United Kingdom	$93K	$0	1	0.01%	Maintained
765	Valeo Financial Advisors Carmel, Indiana	$92.4K	-$5.88K	1	0%	Reduced
766	Integrated Wealth Concepts Waltham, Massachusetts	$92K	+$7.04K	1	0%	Increased
767	NB Northwest Bancshares Warren, Pennsylvania	$91.9K	+$96.9K	1	0.02%	New
768	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$91.1K	-$1.65K	1	0.02%	Reduced
769	NWA New World Advisors Hingham, Massachusetts	$90.7K	$0	1	0.03%	Maintained
770	Buckingham Strategic Wealth Clayton, Missouri	$90.4K	$0	1	0%	Maintained
771	PP Patten & Patten Chattanooga, Tennessee	$89.6K	-$24.5K	1	0.01%	Reduced
772	Allworth Financial Folsom, California	$89.1K	+$46.1K	7	0%	Increased
773	PCM Princeton Capital Management Red Bank, New Jersey	$88K	-$834K	1	0.04%	Reduced
774	AIA AIMZ Investment Advisors Los Altos, California	$86.8K	$0	1	0.04%	Maintained
775	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$86.4K	+$16.2K	1	0.08%	Increased