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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
1276	CCA Checchi Capital Advisers Beverly Hills, California	$401K	+$200K	2	0.02%	Increased
1277	OpenArc Corporate Advisory Atlanta, Georgia	$398K	+$330K	1	0.01%	New
1278	Savvy Advisors Inc New York	$396K	+$23.1K	1	0.01%	Increased
1279	TCTC Holdings Dallas, Texas	$395K	$0	1	0.01%	Maintained
1280	FMP Financial Management Professionals Austin, Texas	$390K	$0	5	0.04%	Maintained
1281	NL NWAM LLC Mercer Island, Washington	$389K	-$162K	1	0.02%	Reduced
1282	Modera Wealth Management Westwood, New Jersey	$387K	+$1.55K	1	0%	Increased
1283	WIM WealthPlan Investment Management Omaha, Nebraska	$387K	+$213K	2	0.02%	Increased
1284	YMRC Yorktown Management & Research Company Forest, Virginia	$386K	+$320K	1	0.31%	New
1285	AB ANB Bank Denver, Colorado	$386K	+$269K	1	0.15%	New
1286	SIM Stratos Investment Management Beachwood, Ohio	$385K	+$268K	1	0.02%	New
1287	GWM Greenline Wealth Management Boca Raton, Florida	$384K	+$390K	3	0.4%	New
1288	PWM PTM Wealth Management North Wales, United States	$381K	$0	1	0.22%	Maintained
1289	RMC Ring Mountain Capital Tiburon, California	$381K	+$24.8K	1	0.2%	Increased
1290	HP Hilltop Partners Mishawaka, Indiana	$381K	+$309K	1	0.1%	New
1291	Kayne Anderson Rudnick Investment Management Los Angeles, California	$379K	-$318K	5	0%	Reduced
1292	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$379K	+$28.8K	7	0.03%	Increased
1293	RIA Realta Investment Advisors Wilmington, Delaware	$375K	-$302K	1	0.12%	Reduced
1294	SFG Sunburst Financial Group Vestavia Hills, Alabama	$375K	$0	1	0.08%	Maintained
1295	SC Syon Capital San Francisco, California	$375K	+$304K	1	0.02%	New
1296	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$373K	-$4.11M	1	0.03%	Reduced
1297	EFS Essex Financial Services Essex, Connecticut	$372K	+$308K	1	0.02%	New
1298	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$371K	-$180K	1	0.08%	Reduced
1299	NL NKCFO LLC Geneva, Illinois	$369K	$0	1	0.11%	Maintained
1300	PWG Portside Wealth Group Provo, Utah	$369K	+$7.38K	1	0.05%	Increased