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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
776	VFA Voya Financial Advisors Windsor, Connecticut	$195K	+$26.4K	1	0.01%	Increased
777	WWS Wellington Wealth Strategies Indianapolis, Indiana	$190K	+$317K	1	0.16%	New
778	Cullen/Frost Bankers San Antonio, Texas	$189K	-$6.99K	3	0%	Reduced
779	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$184K	+$103K	7	0.04%	Increased
780	UFF USA Financial Formulas Ada, Michigan	$180K	-$228K	1	0.14%	Reduced
781	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$177K	$0	1	0.11%	Maintained
782	TFA Toth Financial Advisory Leesburg, Virginia	$173K	+$16.5K	5	0.03%	Increased
783	&Partners Nashville, Tennessee	$166K	$0	1	0.14%	Maintained
784	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$165K	-$803	1	0.01%	Reduced
785	SFS Strategic Financial Services Utica, New York	$164K	$0	1	0.01%	Maintained
786	CAM Columbia Asset Management Ann Arbor, Michigan	$163K	-$121K	1	0.03%	Reduced
787	HCP Hexagon Capital Partners Rogers, Arkansas	$163K	$0	4	0.05%	Maintained
788	XM XTX Markets New York	$163K	+$164K	1	0.34%	New
789	AI Atom Investors Austin, Texas	$162K	-$200K	1	0.02%	Reduced
790	I2I Insight 2811 Inc Chicago, Illinois	$160K	-$39K	1	0.09%	Reduced
791	Kestra Private Wealth Services Austin, Texas	$160K	+$50.4K	1	0.01%	Increased
792	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$160K	-$542K	3	0.04%	Reduced
793	RWG Regal Wealth Group Seal Beach, California	$159K	+$57.9K	2	0.1%	Increased
794	NGA Naples Global Advisors Naples, Florida	$155K	$0	1	0.03%	Maintained
795	PHS Pekin Hardy Strauss Chicago, Illinois	$154K	$0	1	0.03%	Maintained
796	CFA Carroll Financial Associates Charlotte, North Carolina	$153K	-$18.1K	3	0.01%	Reduced
797	WCM Weld Capital Management New York	$153K	-$200K	1	0.06%	Reduced
798	Bailard Foster City, California	$151K	-$73.5K	1	0.01%	Reduced
799	Global Retirement Partners San Rafael, California	$150K	-$22.4K	5	0.02%	Reduced
800	FTDI First Trust Direct Indexing Boston, Massachusetts	$148K	+$148K	2	0.04%	New