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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	JCM J2 Capital Management Troy, Michigan	$382K	+$380K	1	0.3%	New
902	TDC Thompson Davis & Co Richmond, Virginia	$380K	-$63.9K	1	0.26%	Reduced
903	FAIM Financial Advocates Investment Management Olympia, Washington	$379K	$0	1	0.03%	Maintained
904	MGO One Seven Beachwood, Ohio	$379K	-$202K	1	0.01%	Reduced
905	CT Chicago Trust Grayslake, Illinois	$379K	+$305K	1	0.05%	New
906	Global Strategic Investment Solutions Scottsdale, Arizona	$378K	-$5.18K	1	0.04%	Reduced
907	Wedbush Securities Los Angeles, California	$378K	-$14K	1	0.01%	Reduced
908	Capital Investment Counsel Inc Raleigh, North Carolina	$370K	+$215K	2	0.05%	Increased
909	Beacon Pointe Advisors Newport Beach, California	$369K	+$359	1	0%	Increased
910	FF Finley Financial Las Vegas, Nevada	$367K	$0	1	0.18%	Maintained
911	RWMG Redwood Wealth Management Group Medford, New Jersey	$366K	+$230K	1	0.16%	New
912	LCM LCM Capital Management Chicago, Illinois	$362K	-$696	1	0.19%	Reduced
913	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$351K	+$221K	1	0.28%	New
914	Smartleaf Asset Management Boston, Massachusetts	$348K	-$908	7	0.03%	Reduced
915	EWS Eagle Wealth Strategies West Deptford, New Jersey	$348K	$0	1	0.19%	Maintained
916	180 Wealth Advisors Federal Way, Washington	$346K	-$94.5K	1	0.05%	Reduced
917	Modern Wealth Management Lenexa, Kansas	$346K	+$73.9K	2	0.01%	Increased
918	CWIG Chung Wu Investment Group Sugar Land, Texas	$344K	+$217K	1	0.36%	New
919	First Horizon Advisors Memphis, Tennessee	$344K	+$177K	5	0.01%	Increased
920	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$328K	-$182K	1	0.03%	Reduced
921	Clearstead Advisors Cleveland, Ohio	$328K	+$249K	6	0%	Increased
922	Valley National Advisers Bethlehem, Pennsylvania	$326K	$0	1	0.05%	Maintained
923	Mairs & Power Inc St Paul, Minnesota	$325K	+$287K	1	0%	New
924	1IA 1620 Investment Advisors Plymouth, Massachusetts	$325K	-$3.74K	3	0.23%	Reduced
925	Savant Capital Rockford, Illinois	$325K	+$296K	2	0%	New