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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
1226	HBK Sorce Advisory Erie, Pennsylvania	$529K	+$68.2K	1	0.01%	Increased
1227	WC Wexford Capital West Palm Beach, Florida	$526K	-$66.9K	1	0.1%	Reduced
1228	RWM Revisor Wealth Management Akron, Ohio	$525K	+$359K	1	0.14%	Increased
1229	HCM HMS Capital Management Nashville, Tennessee	$521K	-$3.02K	1	0.22%	Reduced
1230	GC Gilbert & Cook West Des Moines, Iowa	$518K	+$420K	1	0.07%	New
1231	PD Planning Directions Glen Mills, Pennsylvania	$517K	+$419K	1	0.26%	New
1232	RIL Rothschild Investment LLC Chicago, Illinois	$511K	-$2.74M	8	0.03%	Reduced
1233	KCP Kera Capital Partners San Jose, California	$510K	+$10.5K	1	0.06%	Increased
1234	MassMutual Private Wealth & Trust Windsor, Connecticut	$504K	+$38.2K	5	0.01%	Increased
1235	CFO Cambient Family Office Ada, Michigan	$503K	+$407K	1	0.07%	New
1236	EP Essential Partners Rancho Santa Fe, California	$499K	+$35.4K	6	0.15%	Increased
1237	AF Atala Financial Calabasas, California	$493K	$0	1	0.31%	Maintained
1238	MFS Mirabella Financial Services London, United Kingdom	$488K	+$521K	1	0.05%	New
1239	LCM LuminArx Capital Management New York	$486K	+$666K	1	0.45%	New
1240	SG StoneX Group New York	$479K	-$575	2	0.02%	Reduced
1241	NS NBC Securities Birmingham, Alabama	$475K	-$116K	5	0.04%	Reduced
1242	MA MONECO Advisors Fairfield, Connecticut	$471K	+$93.2K	1	0.04%	Increased
1243	MFAM Motley Fool Asset Management Alexandria, Virginia	$469K	+$449	1	0.02%	Increased
1244	DCM DGS Capital Management Jersey City, New Jersey	$468K	+$167K	2	0.08%	Increased
1245	TDC Thompson Davis & Co Richmond, Virginia	$464K	$0	1	0.28%	Maintained
1246	Marex Group London,	$464K	-$683K	2	0%	Reduced
1247	Arkadios Wealth Advisors Atlanta, Georgia	$459K	+$376K	2	0.01%	New
1248	FWM Forza Wealth Management Sarasota, Florida	$454K	$0	1	0.16%	Maintained
1249	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$453K	$0	1	0.17%	Maintained
1250	PCM Pavaki Capital Management Pueblo, Colorado	$453K	+$434K	1	0.18%	New