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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	DC DeDora Capital Napa, California	$107K	$0	1	0.04%	Maintained
777	NWA New World Advisors Hingham, Massachusetts	$105K	+$8.24K	1	0.04%	Increased
778	Buckingham Strategic Wealth Clayton, Missouri	$104K	-$3.33K	1	0%	Reduced
779	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$103K	-$3.66K	1	0.02%	Reduced
780	RT Rockland Trust Hanover, Massachusetts	$103K	$0	1	0.01%	Maintained
781	Stephens Inc Little Rock, Arkansas	$101K	-$209K	2	0%	Reduced
782	CAAS Capital Asset Advisory Services Williamston, Michigan	$99.9K	-$34.7K	1	0.01%	Reduced
783	SC Shay Capital New York	$96.6K	+$41.8K	1	0.01%	Increased
784	AIA AIMZ Investment Advisors Los Altos, California	$96.5K	$0	1	0.04%	Maintained
785	IAIM International Assets Investment Management Orlando, Florida	$96.1K	-$10.6K	1	0.01%	Reduced
786	Geneos Wealth Management Englewood, Colorado	$96K	$0	2	0.01%	Maintained
787	Aspiriant LLC Los Angeles, California	$95.7K	$0	1	0%	Maintained
788	MCM Marathon Capital Management Hunt Valley, Maryland	$95.5K	-$33.8K	1	0.02%	Reduced
789	Integrated Wealth Concepts Waltham, Massachusetts	$95K	-$230K	1	0%	Reduced
790	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$93.8K	$0	1	0.01%	Maintained
791	Raymond James Trust St. Petersburg, Florida	$92K	-$1.86K	1	0%	Reduced
792	SIA Schechter Investment Advisors Birmingham, Michigan	$91.7K	-$10.7K	1	0.01%	Reduced
793	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$89K	+$101K	1	0.04%	New
794	HCP Hexagon Capital Partners Rogers, Arkansas	$87.2K	+$6.21K	5	0.02%	Increased
795	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$85.4K	$0	1	0.08%	Maintained
796	EFG Everhart Financial Group Dublin, Ohio	$83.8K	-$4.12K	1	0.03%	Reduced
797	Nomura Asset Management Tokyo, Japan	$83.6K	$0	3	0%	Maintained
798	PTP Platform Technology Partners New York	$82.8K	$0	1	0.04%	Maintained
799	WA Wealthstar Advisors Plano, Texas	$79.4K	$0	1	0.03%	Maintained
800	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$79.1K	+$29K	1	0.08%	Increased