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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
1076	Valeo Financial Advisors Carmel, Indiana	$128K	-$3.26K	1	0%	Reduced
1077	Focus Financial Network Minneapolis, Minnesota	$126K	-$39.8K	1	0.01%	Reduced
1078	FWP Firethorn Wealth Partners Augusta, Georgia	$124K	+$124K	1	0.05%	New
1079	SA Skyline Advisors Bellingham, Washington	$123K	$0	1	0.05%	Maintained
1080	FMP Financial Management Professionals Austin, Texas	$123K	-$11.2K	4	0.01%	Reduced
1081	GSWM Golden State Wealth Management Santa Ana, California	$122K	+$7.33K	3	0.01%	Increased
1082	Aspiriant LLC Los Angeles, California	$122K	-$2.64K	1	0%	Reduced
1083	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$120K	$0	1	0.03%	Maintained
1084	RA Rise Advisors Rochester, New York	$119K	+$5.3K	5	0.05%	Increased
1085	KLWA Kelly Lawrence W & Associates Pasadens, California	$118K	+$88K	1	0.03%	New
1086	OWA Opal Wealth Advisors Jericho, New York	$112K	+$21.1K	3	0.03%	Increased
1087	Central Trust Company Jefferson City, Missouri	$111K	-$10K	3	0%	Reduced
1088	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$110K	+$253	1	0.04%	Increased
1089	Financial Engines Advisors Santa Clara, California	$109K	$0	1	0%	Maintained
1090	Resona Asset Management Koto-Ku,tokyo, Japan	$108K	-$102K	1	0%	Reduced
1091	Brown Brothers Harriman & Co New York	$107K	-$30.9K	5	0%	Reduced
1092	IWA Icon Wealth Advisors Houston, Texas	$106K	+$85.3K	1	0.01%	New
1093	IAIM International Assets Investment Management Orlando, Florida	$105K	-$13.1K	1	0.01%	Reduced
1094	BB Burford Brothers Dallas, Texas	$104K	$0	1	0.05%	Maintained
1095	SS Sunbelt Securities Houston, Texas	$103K	$0	4	0.01%	Maintained
1096	BWP BSW Wealth Partners Boulder, Colorado	$103K	+$2.5K	1	0.01%	Increased
1097	Johnson Investment Counsel Cincinnati, Ohio	$103K	$0	1	0%	Maintained
1098	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$103K	+$102K	1	0.02%	New
1099	CCA Checchi Capital Advisers Beverly Hills, California	$101K	-$8.48K	1	0.01%	Reduced
1100	AWM Aprio Wealth Management Atlanta, Georgia	$99.8K	-$64.5K	1	0.01%	Reduced