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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	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$100K	-$304K	1	0.02%	Reduced
852	Evergreen Capital Management Bellevue, Washington	$99.7K	-$48.9K	1	0%	Reduced
853	F.L. Putnam Investment Management Lynnfield, Massachusetts	$99.6K	-$22.8K	1	0%	Reduced
854	Allworth Financial Folsom, California	$99.2K	+$7.99K	8	0%	Increased
855	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$99.2K	+$6.89K	1	0.01%	Increased
856	SCP Sivia Capital Partners Mill Valley, California	$98.4K	+$30.9K	1	0.07%	Increased
857	DC DeDora Capital Napa, California	$97.2K	$0	1	0.03%	Maintained
858	IAIM International Assets Investment Management Orlando, Florida	$95.6K	+$16K	3	0.01%	Increased
859	AF Advisornet Financial Minnetonka, Minnesota	$94.9K	+$27.7K	4	0.01%	Increased
860	RA Rise Advisors Rochester, New York	$94.3K	$0	4	0.05%	Maintained
861	Fiduciary Trust Boston, Massachusetts	$92.9K	-$185	1	0%	Reduced
862	United Capital Financial Advisors Irving, Texas	$92.9K	+$7.85K	1	0%	Increased
863	ET Entropy Technologies New York	$92.8K	-$493K	1	0.01%	Reduced
864	SRC Sage Rhino Capital Menlo Park, California	$92.7K	+$14K	1	0.02%	Increased
865	MM MQS Management New York	$92.6K	+$90.6K	1	0.06%	New
866	LC Lindbrook Capital Calabasas, California	$92.2K	+$40K	9	0.01%	Increased
867	IIC Ironwood Investment Counsel Scottsdale, Arizona	$92.2K	+$17.8K	1	0.02%	Increased
868	Buckingham Strategic Wealth Clayton, Missouri	$91.4K	+$428	1	0%	Increased
869	SA Skyline Advisors Bellingham, Washington	$90.1K	$0	1	0.04%	Maintained
870	Aspiriant LLC Los Angeles, California	$87.9K	+$950	1	0%	Increased
871	CWM Compass Wealth Management Guilford, Connecticut	$85.5K	$0	1	0.02%	Maintained
872	HNB Hilltop National Bank Casper, Wyoming	$84.7K	+$7.47K	1	0.03%	Increased
873	BWP BSW Wealth Partners Boulder, Colorado	$81.8K	+$1.35K	1	0.01%	Increased
874	Csenge Advisory Group Clearwater, Florida	$81.2K	+$270	1	0%	Increased
875	OWA Opal Wealth Advisors Jericho, New York	$79.9K	+$70.1K	4	0.03%	New