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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
901	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$159K	+$34.4K	2	0.01%	Increased
902	CGL Clarius Group LLC Seattle, Washington	$158K	+$19.7K	1	0.01%	Increased
903	IAIM International Assets Investment Management Orlando, Florida	$158K	-$281K	1	0.03%	Reduced
904	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$157K	+$20.4K	1	0.02%	Increased
905	VC Veery Capital Wilmington, Delaware	$156K	+$138K	1	0.08%	New
906	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$153K	-$29.1K	6	0.01%	Reduced
907	AssetMark Inc Concord, California	$152K	+$39.9K	3	0%	Increased
908	BC Bridgefront Capital Austin, Texas	$152K	-$432K	1	0.15%	Reduced
909	AIA AIMZ Investment Advisors Los Altos, California	$151K	$0	1	0.06%	Maintained
910	CC Cypress Capital Franklin, Tennessee	$151K	$0	1	0.02%	Maintained
911	Raymond James Trust St. Petersburg, Florida	$149K	+$13.4K	1	0%	Increased
912	PP Pacifica Partners Surrey, Canada	$143K	$0	3	0.09%	Maintained
913	InterOcean Capital Group Nashville, Tennessee	$141K	-$9.85K	1	0.01%	Reduced
914	First Horizon Advisors Memphis, Tennessee	$140K	+$6.13K	5	0%	Increased
915	NAS Nicolet Advisory Services Green Bay, Wisconsin	$140K	-$5.12K	1	0.02%	Reduced
916	Independent Advisor Alliance Charlotte, North Carolina	$139K	+$45.1K	2	0.01%	Increased
917	Freestone Capital Holdings Seattle, Washington	$135K	+$5.66K	1	0.01%	Increased
918	Hennessy Advisors Inc Novato, California	$135K	-$2.65K	1	0.01%	Reduced
919	Aspiriant LLC Los Angeles, California	$129K	$0	1	0.01%	Maintained
920	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$128K	-$5.59K	1	0.03%	Reduced
921	Montag & Associates Atlanta, Georgia	$126K	+$107K	2	0.01%	Increased
922	MPM MBB Public Markets Chicago, Illinois	$125K	+$117K	1	0%	New
923	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$125K	+$117K	1	0.01%	New
924	KFS Kaizen Financial Strategies Campbell, California	$124K	$0	1	0.09%	Maintained
925	BAM Blueshift Asset Management Red Bank, New Jersey	$122K	-$521K	1	0.01%	Reduced