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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	Hennessy Advisors Inc Novato, California	$121K	+$129K	1	0.01%	New
827	CGL Clarius Group LLC Seattle, Washington	$120K	+$627	1	0.01%	Increased
828	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$118K	+$126K	1	0.03%	New
829	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$117K	+$17K	1	0.03%	Increased
830	Raymond James Trust St. Petersburg, Florida	$117K	-$239K	1	0%	Reduced
831	VC Vestor Capital Chicago, Illinois	$116K	+$77.8K	2	0.01%	Increased
832	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$116K	+$134K	1	0.06%	New
833	Aspiriant LLC Los Angeles, California	$114K	$0	1	0.01%	Maintained
834	CGA Crescent Grove Advisors Lake Forest, Illinois	$114K	$0	1	0.01%	Maintained
835	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$114K	$0	2	0.07%	Maintained
836	Freestone Capital Holdings Seattle, Washington	$113K	+$1.1K	1	0.01%	Increased
837	BWM Bulltick Wealth Management Miami, Florida	$112K	$0	1	0.03%	Maintained
838	FCI Financial Counselors Inc Overland Park, Kansas	$110K	-$1.25K	1	0%	Reduced
839	JWCA J.W. Cole Advisors Tampa, Florida	$109K	-$90.4K	1	0.01%	Reduced
840	KFS Kaizen Financial Strategies Campbell, California	$109K	+$116K	1	0.09%	New
841	PMFA Plante Moran Financial Advisors Southfield, Michigan	$108K	+$68.1K	1	0.02%	Increased
842	RWB RMR Wealth Builders Montclair, New Jersey	$108K	+$1.08K	1	0.03%	Increased
843	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$106K	-$2.14K	3	0.02%	Reduced
844	CPA Court Place Advisors Ellicott City, Maryland	$104K	-$11.6K	1	0.03%	Reduced
845	Credit Agricole Montrouge Cedex, France	$104K	-$2K	1	0%	Reduced
846	First Horizon Advisors Memphis, Tennessee	$104K	+$20.8K	5	0%	Increased
847	WA Wealthstar Advisors Plano, Texas	$104K	$0	1	0.03%	Maintained
848	BCA Berman Capital Advisors Atlanta, Georgia	$102K	+$32.7K	6	0.02%	Increased
849	55I LLC Boston, Massachusetts	$100K	-$9	1	0%	Reduced
850	BW Bison Wealth Atlanta, Georgia	$100K	+$5.81K	1	0.05%	Increased