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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
1301	WA WBH Advisory Baltimore, Maryland	$369K	+$257K	1	0.03%	New
1302	Wealthspire Advisors (New York) New York	$368K	+$43K	2	0%	Increased
1303	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$368K	-$56.1K	1	0.11%	Reduced
1304	RBC Romano Brothers & Co Evanston, Illinois	$364K	+$254K	1	0.04%	New
1305	SFC SYM Financial Corp Winona Lake, Indiana	$363K	+$14.2K	1	0.04%	Increased
1306	LFA Legacy Financial Advisors Covington, Kentucky	$362K	+$15.3K	1	0.05%	Increased
1307	AWM Arista Wealth Management Las Vegas, Nevada	$360K	-$3.84M	1	0.04%	Reduced
1308	Private Management Group Irvine, California	$360K	$0	1	0.01%	Maintained
1309	WC Waterloo Capital Austin, Texas	$359K	+$298K	1	0.03%	New
1310	BSB Bangor Savings Bank Bangor, Maine	$358K	-$21.2K	2	0.03%	Reduced
1311	KRW Kaufman Rossin Wealth Miami, Florida	$356K	-$2.72K	1	0.19%	Reduced
1312	Cary Street Partners Richmond, Virginia	$356K	+$295K	1	0.01%	New
1313	FIM Fruth Investment Management Houston, Texas	$350K	$0	1	0.09%	Maintained
1314	MG McHugh Group Bratenahl, Ohio	$348K	$0	1	0.2%	Maintained
1315	WMS Wealth Management Strategies Pittsburgh, Pennsylvania	$347K	-$8.08K	1	0.16%	Reduced
1316	TWM Trueblood Wealth Management Lima, Ohio	$343K	$0	1	0.13%	Maintained
1317	Phoenix Financial Givatayim, Israel	$342K	-$28.3K	1	0%	Reduced
1318	TCM Teza Capital Management Chicago, Illinois	$341K	-$125K	1	1.1%	Reduced
1319	RIM Reliant Investment Management Memphis, Tennessee	$341K	+$276K	1	0.14%	New
1320	APW Aventura Private Wealth Aventura, Florida	$340K	+$9.38K	2	0.12%	Increased
1321	HWA HCR Wealth Advisors Los Angeles, California	$340K	+$194K	2	0.03%	Increased
1322	TW Trajan Wealth Scottsdale, Arizona	$339K	-$32.2K	1	0.01%	Reduced
1323	Erste Asset Management Vienna, Austria	$337K	-$1.85M	1	0%	Reduced
1324	TIA Tiemann Investment Advisors Menlo Park, California	$337K	-$112K	1	0.13%	Reduced
1325	PP Patten & Patten Chattanooga, Tennessee	$336K	+$200K	2	0.02%	Increased