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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
1001	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$233K	+$92.4K	4	0.03%	Increased
1002	NewEdge Wealth Pittsburgh, Pennsylvania	$232K	+$146K	1	0%	New
1003	SBF Sara-Bay Financial Sarasota, Florida	$231K	+$146K	1	0.08%	New
1004	CIAM Caitong International Asset Management Hong Kong	$228K	-$579K	7	0.16%	Reduced
1005	BCA Bay Colony Advisors Concord, Massachusetts	$223K	+$59.6K	1	0.03%	Increased
1006	WTG West Tower Group Richmond, Virginia	$223K	-$38.3K	1	0.48%	Reduced
1007	MFAM Motley Fool Asset Management Alexandria, Virginia	$223K	+$180K	1	0.01%	New
1008	IIA IPG Investment Advisors San Diego, California	$222K	+$140K	1	0.04%	New
1009	IB Intrust Bank Wichita, Kansas	$221K	+$195K	1	0.02%	New
1010	GM GeoWealth Management Chicago, Illinois	$220K	+$152K	3	0.01%	Increased
1011	C Covestor London, United Kingdom	$220K	+$24.6K	7	0.13%	Increased
1012	FWM Forza Wealth Management Sarasota, Florida	$220K	+$177K	1	0.09%	New
1013	BSB Bangor Savings Bank Bangor, Maine	$218K	-$511	2	0.02%	Reduced
1014	Empirical Wealth Management Seattle, Washington	$218K	+$137K	1	0%	New
1015	VCM Versant Capital Management Phoenix, Arizona	$216K	+$29.5K	8	0.03%	Increased
1016	AWM Ariadne Wealth Management Santa Barbara, California	$216K	+$163K	1	0.1%	New
1017	APW Aventura Private Wealth Aventura, Florida	$214K	$0	2	0.09%	Maintained
1018	SCP Sivia Capital Partners Mill Valley, California	$214K	+$64.7K	1	0.07%	Increased
1019	MassMutual Private Wealth & Trust Windsor, Connecticut	$214K	+$34.2K	5	0.01%	Increased
1020	Iconiq Capital San Francisco, California	$213K	+$1.68K	1	0%	Increased
1021	NFSG Newbridge Financial Services Group Boca Raton, Florida	$213K	-$42.3K	2	0.03%	Reduced
1022	VWA Visionary Wealth Advisors O'fallon, Illinois	$212K	+$133K	1	0.01%	New
1023	NG Norden Group Provo, Utah	$211K	+$133K	1	0.02%	New
1024	RAM Revere Asset Management Dallas, Texas	$211K	+$133K	1	0.1%	New
1025	TCA Transcend Capital Advisors Madison, New Jersey	$210K	+$185K	1	0.02%	New