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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
1251	WIM WealthPlan Investment Management Omaha, Nebraska	$115K	+$117K	1	0.01%	New
1252	WWM Wolff Wiese Magana Carslbad, California	$115K	-$25.9K	4	0.07%	Reduced
1253	SA Skyline Advisors Bellingham, Washington	$115K	$0	1	0.04%	Maintained
1254	Financial Engines Advisors Santa Clara, California	$114K	$0	1	0%	Maintained
1255	LI LRI Investments Palm Beach Gardens, Florida	$113K	+$38.8K	6	0.01%	Increased
1256	Valeo Financial Advisors Carmel, Indiana	$111K	-$7.73K	1	0%	Reduced
1257	CGL Clarius Group LLC Seattle, Washington	$111K	+$56.1K	1	0.01%	Increased
1258	Aspiriant LLC Los Angeles, California	$111K	-$2.26K	1	0%	Reduced
1259	JFA JNBA Financial Advisors Bloomington, Minnesota	$110K	+$77K	1	0.01%	New
1260	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$110K	-$498	1	0.05%	Reduced
1261	HM Payson & Co Portland, Maine	$109K	+$52.4K	2	0%	Increased
1262	IAIM International Assets Investment Management Orlando, Florida	$106K	$0	1	0.01%	Maintained
1263	Whittier Trust South Pasadena, California	$105K	-$9.34K	2	0%	Reduced
1264	GGI Godsey & Gibb Inc Richmond, Virginia	$103K	-$12.1K	1	0.01%	Reduced
1265	Cullen/Frost Bankers San Antonio, Texas	$102K	+$763	2	0%	Increased
1266	TWD True Wealth Design Akron, Ohio	$101K	+$42.2K	8	0.03%	Increased
1267	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$100K	+$99.3K	1	0.07%	New
1268	Ancora Advisors Cleveland, Ohio	$99.9K	$0	3	0%	Maintained
1269	SM Skaana Management Brooklyn, New York	$99.4K	+$98.8K	1	0.03%	New
1270	CBT Crews Bank & Trust Wauchula, Florida	$96.9K	$0	1	0.01%	Maintained
1271	BB Burford Brothers Dallas, Texas	$96.7K	$0	1	0.04%	Maintained
1272	SSG Summit Securities Group New York	$95.6K	-$647K	2	0.02%	Reduced
1273	EPW Endeavor Private Wealth Topeka, Kansas	$95.6K	+$5.31K	1	0.03%	Increased
1274	SIS Sound Income Strategies Ft Lauderdale, Florida	$95.1K	+$23.9K	5	0.01%	Increased
1275	CT Colonial Trust Spartanburg, South Carolina	$94.5K	-$44.8K	2	0.01%	Reduced