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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
801	Robertson Stephens Wealth Management San Francisco, California	$93.3K	+$544	1	0.01%	Increased
802	BWM BCS Wealth Management Johnson City, Tennessee	$93K	$0	1	0.04%	Maintained
803	HCA Harbor Capital Advisors Chicago, Illinois	$91.6K	+$4.57K	1	0.09%	Increased
804	PTP Platform Technology Partners New York	$91.5K	$0	1	0.05%	Maintained
805	WA Wealthstar Advisors Plano, Texas	$88.6K	$0	1	0.04%	Maintained
806	Sigma Planning Corp Ann Arbor, Michigan	$88.6K	-$1.53K	1	0%	Reduced
807	FCI Financial Counselors Inc Overland Park, Kansas	$87K	-$129	1	0%	Reduced
808	NAS Nicolet Advisory Services Green Bay, Wisconsin	$86.4K	+$710	1	0.01%	Increased
809	IFWM Institute for Wealth Management Denver, Colorado	$85.8K	$0	2	0.02%	Maintained
810	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$85.6K	+$18.5K	1	0.01%	Increased
811	FA Fiduciary Alliance Greenville, South Carolina	$82.6K	+$80.5K	4	0.02%	New
812	HPM Hudson Portfolio Management Garrison, New York	$82.4K	$0	1	0.09%	Maintained
813	VWM Valley Wealth Managers Paramus, New Jersey	$80.5K	-$10.1M	1	0.01%	Reduced
814	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$79.8K	+$20.6K	1	0.01%	Increased
815	FMP Financial Management Professionals Austin, Texas	$78K	-$8.83K	3	0.02%	Reduced
816	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$76.8K	-$58.2K	1	0.02%	Reduced
817	VC Vestor Capital Chicago, Illinois	$76K	+$4.48K	1	0.01%	Increased
818	Cresset Asset Management Chicago, Illinois	$75.6K	-$24.9K	1	0%	Reduced
819	Wolverine Trading Chicago, Illinois	$75K	-$241K	1	0%	Reduced
820	Huntington National Bank Columbus, Ohio	$73.4K	-$33K	5	0%	Reduced
821	Integrated Wealth Concepts Waltham, Massachusetts	$73K	-$16.1K	1	0%	Reduced
822	Wealthspire Advisors (New York) New York	$72.2K	+$71.8K	1	0%	New
823	BWP BSW Wealth Partners Boulder, Colorado	$72K	+$72.1K	1	0.02%	New
824	HWA HCR Wealth Advisors Los Angeles, California	$71.9K	$0	1	0.02%	Maintained
825	RFA Register Financial Advisors Atlanta, Georgia	$71.9K	+$65.9K	2	0.05%	New