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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
851	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$124K	$0	2	0.09%	Maintained
852	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$123K	-$21.7K	5	0.01%	Reduced
853	DI Diligent Investors Redlands, California	$122K	+$2.09K	1	0.04%	Increased
854	Flow Traders U.S. New York	$120K	+$126K	1	0.01%	New
855	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$120K	$0	1	0.04%	Maintained
856	55I LLC Boston, Massachusetts	$116K	$0	1	0.01%	Maintained
857	AF Advisornet Financial Minnetonka, Minnesota	$115K	+$5.12K	4	0.01%	Increased
858	Edmond de Rothschild Holding Chambesy, Switzerland	$115K	+$25.1K	2	0%	Increased
859	Scotia Capital Toronto, Ontario, Canada	$113K	-$167K	1	0%	Reduced
860	RWG Regal Wealth Group Seal Beach, California	$111K	-$42.5K	3	0.07%	Reduced
861	LJHT Laurie J. Hall Trustee	$110K	$0	3	0.04%	Maintained
862	Valeo Financial Advisors Carmel, Indiana	$110K	-$2.46K	5	0.01%	Reduced
863	Cresset Asset Management Chicago, Illinois	$109K	-$118K	1	0%	Reduced
864	First Horizon Advisors Memphis, Tennessee	$109K	+$272	4	0.01%	Increased
865	HPM Hudson Portfolio Management Garrison, New York	$109K	+$116K	1	0.1%	New
866	BAM Bellevue Asset Management Bellevue, Washington	$107K	$0	1	0.07%	Maintained
867	PTC Private Trust Company Cleveland, Ohio	$107K	+$109K	1	0.02%	New
868	DC DeDora Capital Napa, California	$105K	$0	1	0.05%	Maintained
869	ADL Asset Dedication LLC San Francisco, California	$103K	-$14.9K	1	0.02%	Reduced
870	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$102K	$0	2	0.03%	Maintained
871	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$102K	-$634	1	0.01%	Reduced
872	PM Parametrica Management Wanchai, Hong Kong	$102K	+$104K	1	0.05%	New
873	Ethic Inc New York	$99K	+$33.6K	1	0.02%	Increased
874	JFA JNBA Financial Advisors Bloomington, Minnesota	$98K	$0	2	0.01%	Maintained
875	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$97K	-$68.4K	2	0.02%	Reduced