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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	NWA New World Advisors Hingham, Massachusetts	$103K	$0	1	0.03%	Maintained
752	BWM BCS Wealth Management Johnson City, Tennessee	$103K	$0	1	0.04%	Maintained
753	AO Advisor OS Chicago, Illinois	$103K	+$102K	1	0.01%	New
754	MJP Associates Farmington, Connecticut	$103K	+$102K	1	0.03%	New
755	DI Diligent Investors Redlands, California	$103K	$0	1	0.03%	Maintained
756	MGO One Seven Beachwood, Ohio	$102K	-$347K	1	0.01%	Reduced
757	Geneos Wealth Management Englewood, Colorado	$101K	$0	2	0.01%	Maintained
758	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$101K	$0	1	0.02%	Maintained
759	MAI Capital Management Independence, Ohio	$99.1K	-$246K	1	0%	Reduced
760	AIM Arcadia Investment Management Kalamazoo, Michigan	$98.3K	+$3.29K	2	0.02%	Increased
761	PCM Princeton Capital Management Red Bank, New Jersey	$98.2K	-$1.56K	1	0.04%	Reduced
762	Formidable Asset Management Cincinnati, Ohio	$97.9K	+$97.2K	1	0.02%	New
763	NB Northwest Bancshares Warren, Pennsylvania	$97.3K	+$13.2K	1	0.02%	Increased
764	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$97.2K	+$18K	1	0.08%	Increased
765	Choreo LLC Rockford, Illinois	$97K	+$149	1	0%	Increased
766	BAM Bellevue Asset Management Bellevue, Washington	$92.5K	$0	1	0.08%	Maintained
767	Quarry LP New York	$91K	+$49.9K	4	0.01%	Increased
768	TD Private Client Wealth New York	$89.3K	-$149K	2	0%	Reduced
769	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$88K	$0	1	0.04%	Maintained
770	DC DeDora Capital Napa, California	$87.9K	$0	1	0.03%	Maintained
771	Executive Wealth Management Brighton, Michigan	$86.1K	+$50.8K	1	0.01%	Increased
772	Fiduciary Trust Boston, Massachusetts	$85K	-$16.2K	1	0%	Reduced
773	Hexagon Capital Partners Rogers, Arkansas	$84.6K	-$1.55K	5	0.02%	Reduced
774	GAMMA Investing Foster City, California	$83.5K	+$69.1K	8	0.02%	New
775	Larson Financial Group St Louis, Missouri	$83.3K	+$13.4K	5	0.01%	Increased