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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
826	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$163K	-$4.28K	1	0.01%	Reduced
827	Hennessy Advisors Inc Novato, California	$163K	+$4.46K	1	0.01%	Increased
828	I2I Insight 2811 Inc Chicago, Illinois	$162K	$0	1	0.09%	Maintained
829	CGA Crescent Grove Advisors Lake Forest, Illinois	$158K	-$41.7K	1	0.02%	Reduced
830	XS XR Securities Chicago, Illinois	$156K	+$82K	1	0.01%	Increased
831	W WealthStone Columbus, Ohio	$155K	+$16.6K	1	0.05%	Increased
832	OFS OneAscent Financial Services Birmingham, Alabama	$154K	+$26.2K	1	0.15%	Increased
833	BWP Baldwin Wealth Partners Marion, Massachusetts	$152K	+$104K	2	0.02%	Increased
834	WW Westshore Wealth Newport Beach, California	$151K	+$167K	1	0.09%	New
835	Global Retirement Partners San Rafael, California	$147K	+$1.22K	4	0.02%	Increased
836	FTDI First Trust Direct Indexing Boston, Massachusetts	$146K	-$2.88K	1	0.04%	Reduced
837	MA MONECO Advisors Fairfield, Connecticut	$143K	$0	1	0.07%	Maintained
838	HR Hayden Royal Charlotte, North Carolina	$142K	+$60.2K	1	0.08%	Increased
839	AP Advisor Partners Walnut Creek, California	$139K	+$16.5K	1	0.01%	Increased
840	FWM Frontier Wealth Management Kansas City, Missouri	$139K	+$15.6K	1	0.01%	Increased
841	CBT Capital Bank & Trust Irvine, California	$134K	-$1.25K	1	0%	Reduced
842	Ballentine Partners Waltham, Massachusetts	$132K	-$7.82K	1	0%	Reduced
843	UMC United Maritime Capital New York	$131K	+$138K	1	0.11%	New
844	Sequoia Financial Advisors Akron, Ohio	$129K	+$90.2K	1	0.01%	Increased
845	DJSG D.J. St. Germain Springfield, Massachusetts	$128K	+$135K	1	0.01%	New
846	TFA Toth Financial Advisory Leesburg, Virginia	$127K	-$49.1K	5	0.02%	Reduced
847	Central Trust Company Jefferson City, Missouri	$125K	-$15K	4	0%	Reduced
848	Plancorp LLC Saint Louis, Missouri	$125K	+$33.4K	1	0.03%	Increased
849	F F3Logic Burnsville, Minnesota	$124K	+$129K	1	0.02%	New
850	IRC Investors Research Corp Atlanta, Georgia	$124K	+$4.17K	6	0.05%	Increased