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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	EWM Executive Wealth Management Brighton, Michigan	$88.1K	+$14	1	0.01%	Increased
827	NS NBC Securities Birmingham, Alabama	$88K	+$1.93K	3	0.01%	Increased
828	HI Hoey Investments Coatesville, Pennsylvania	$87.9K	$0	3	0.02%	Maintained
829	Fiduciary Trust Boston, Massachusetts	$87.2K	-$807	1	0%	Reduced
830	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$86.3K	+$36.7K	1	0.01%	Increased
831	Allworth Financial Folsom, California	$84.8K	+$2.87K	8	0%	Increased
832	SA Skyline Advisors Bellingham, Washington	$84.4K	$0	1	0.04%	Maintained
833	RA Rise Advisors Rochester, New York	$84.4K	+$80.6K	4	0.05%	Increased
834	Aspiriant LLC Los Angeles, California	$81.4K	$0	1	0%	Maintained
835	ERIC Eagle Rock Investment Company Atlanta, Georgia	$81K	-$1.58K	1	0.02%	Reduced
836	Scotia Capital Toronto, Ontario, Canada	$79.7K	+$44.2K	2	0%	Increased
837	United Capital Financial Advisors Irving, Texas	$79.5K	-$39.3K	1	0%	Reduced
838	FAM Formidable Asset Management Cincinnati, Ohio	$76K	-$25.4K	1	0.01%	Reduced
839	Csenge Advisory Group Clearwater, Florida	$75.8K	+$25.1K	1	0%	Increased
840	BWP BSW Wealth Partners Boulder, Colorado	$75.4K	-$2.02K	1	0.01%	Reduced
841	AIM Arcadia Investment Management Kalamazoo, Michigan	$74.1K	-$26.2K	1	0.01%	Reduced
842	SRC Sage Rhino Capital Menlo Park, California	$73.4K	+$73.8K	1	0.02%	New
843	AIA AIMZ Investment Advisors Los Altos, California	$73.3K	-$8.54K	1	0.03%	Reduced
844	Prime Capital Investment Advisors Overland Park, Kansas	$73.2K	+$29.4K	1	0%	Increased
845	IAIM International Assets Investment Management Orlando, Florida	$71.8K	-$8.55K	1	0.01%	Reduced
846	CWM Compass Wealth Management Guilford, Connecticut	$71.5K	-$80.6K	1	0.02%	Reduced
847	IIC Ironwood Investment Counsel Scottsdale, Arizona	$71K	$0	1	0.01%	Maintained
848	FMP Financial Management Professionals Austin, Texas	$71K	$0	3	0.01%	Maintained
849	HNB Hilltop National Bank Casper, Wyoming	$71K	+$76.2K	1	0.02%	New
850	BB Burford Brothers Dallas, Texas	$70.8K	$0	1	0.05%	Maintained