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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
1051	Evelyn Partners Investment Management London,	$86.4K	+$73.4K	2	0%	New
1052	Ancora Advisors Cleveland, Ohio	$85.3K	$0	2	0%	Maintained
1053	CBT Crews Bank & Trust Wauchula, Florida	$85.3K	+$90K	1	0.01%	New
1054	SG StoneX Group New York	$84.8K	+$48.3K	1	0%	Increased
1055	AIA AIMZ Investment Advisors Los Altos, California	$84.6K	-$2.67K	1	0.03%	Reduced
1056	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$84K	$0	1	0.03%	Maintained
1057	RAM Ramirez Asset Management New York	$84K	$0	1	0.02%	Maintained
1058	Moneta Group Investment Advisors St Louis, Missouri	$83.7K	+$62.4K	1	0%	New
1059	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$83.3K	+$5.57K	1	0.01%	Increased
1060	AWM Aprio Wealth Management Atlanta, Georgia	$82.4K	+$82.9K	1	0.01%	New
1061	CAS Coppell Advisory Solutions Coppell, Texas	$81.6K	+$58.4K	6	0.01%	Increased
1062	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$79.7K	+$21.8K	1	0.02%	Increased
1063	AIA Angeles Investment Advisors Santa Monica, California	$76.4K	-$283K	1	0%	Reduced
1064	EC Elequin Capital New York	$75.8K	-$29.8K	3	0.01%	Reduced
1065	KC Knuff & Co Foster City, California	$75.8K	$0	1	0.02%	Maintained
1066	WhitTier Trust Company Reno, Nevada	$75K	-$7.95K	3	0%	Reduced
1067	JSAM J. Safra Asset Management New York	$74.5K	-$8.93K	2	0.01%	Reduced
1068	CreativeOne Wealth Overland Park, Kansas	$74.3K	+$4.22K	1	0%	Increased
1069	HPM Hudson Portfolio Management Garrison, New York	$74.2K	$0	1	0.07%	Maintained
1070	GM GeoWealth Management Chicago, Illinois	$73.8K	+$10.5K	5	0%	Increased
1071	WWP WR Wealth Planners Columbia, Missouri	$73.3K	-$4.92K	2	0.02%	Reduced
1072	JWCA J.W. Cole Advisors Tampa, Florida	$71.4K	+$71.8K	1	0%	New
1073	BWP BSW Wealth Partners Boulder, Colorado	$71.3K	+$486	1	0.01%	Increased
1074	S Sunpointe St. Louis, Missouri	$71.2K	+$71.6K	1	0.04%	New
1075	NAS Nicolet Advisory Services Green Bay, Wisconsin	$70.4K	$0	1	0.01%	Maintained