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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	Aspiriant LLC Los Angeles, California	$113K	-$3.91K	1	0.01%	Reduced
802	MFG Mendota Financial Group Madison, Wisconsin	$111K	+$91.7K	1	0.11%	New
803	Wolverine Asset Management Chicago, Illinois	$111K	-$60.6K	1	0%	Reduced
804	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$111K	-$896	1	0.01%	Reduced
805	Raymond James Trust St. Petersburg, Florida	$110K	+$5.16K	1	0%	Increased
806	DP Dundas Partners Edinburgh, United Kingdom	$109K	-$27.5K	1	0.01%	Reduced
807	VFA Virtus Fund Advisers Hartford, Connecticut	$108K	$0	1	0.76%	Maintained
808	TI TTP Investments San Jose, California	$108K	$0	1	0.08%	Maintained
809	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$108K	-$441	1	0.02%	Reduced
810	EFG Everhart Financial Group Dublin, Ohio	$104K	+$4.59K	1	0.05%	Increased
811	BWM BCS Wealth Management Johnson City, Tennessee	$103K	+$4.71K	1	0.05%	Increased
812	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$101K	$0	1	0.09%	Maintained
813	Robertson Stephens Wealth Management San Francisco, California	$98.8K	$0	1	0.01%	Maintained
814	PTP Platform Technology Partners New York	$96.8K	$0	1	0.05%	Maintained
815	SC Shay Capital New York	$96.2K	+$90.2K	1	0.02%	New
816	IFWM Institute for Wealth Management Denver, Colorado	$96K	-$4.64K	2	0.02%	Reduced
817	Arkadios Wealth Advisors Atlanta, Georgia	$96K	-$12.7K	1	0.01%	Reduced
818	WA Wealthstar Advisors Plano, Texas	$93.8K	$0	1	0.04%	Maintained
819	Robeco Institutional Asset Management Rotterdam, Netherlands	$92K	+$101K	1	0%	New
820	FCI Financial Counselors Inc Overland Park, Kansas	$91K	-$1.18K	1	0%	Reduced
821	CIBC Private Wealth Group Atlanta, Georgia	$90.6K	-$472	1	0%	Reduced
822	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$90.3K	$0	1	0.01%	Maintained
823	VNA Valley National Advisers Bethlehem, Pennsylvania	$88K	+$92.4K	2	0.02%	Increased
824	HPM Hudson Portfolio Management Garrison, New York	$87.2K	$0	1	0.1%	Maintained
825	PP PDS Planning Dublin, Ohio	$86.3K	+$82.8K	1	0.01%	New