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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
1501	TWD True Wealth Design Akron, Ohio	$147K	+$5.5K	8	0.04%	Increased
1502	Partners Capital Investment Group Boston, Massachusetts	$146K	+$146K	1	0.01%	New
1503	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$142K	+$112K	6	0.01%	Increased
1504	S Sunpointe St. Louis, Missouri	$140K	+$34.7K	1	0.05%	Increased
1505	TCM Triumph Capital Management Denver, Colorado	$138K	+$135K	4	0.03%	New
1506	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$138K	+$63.8K	1	0.04%	Increased
1507	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$138K	-$639K	1	0%	Reduced
1508	BWP BSW Wealth Partners Boulder, Colorado	$137K	+$24.6K	1	0.02%	Increased
1509	FIA FNY Investment Advisers New York	$134K	-$247K	2	0.04%	Reduced
1510	FMI Frec Markets Inc San Francisco, California	$134K	+$128K	1	0.04%	New
1511	SVCP Silicon Valley Capital Partners San Jose, California	$134K	+$123K	2	0.01%	Increased
1512	BB Burford Brothers Dallas, Texas	$130K	$0	1	0.05%	Maintained
1513	SIS Sound Income Strategies Ft Lauderdale, Florida	$129K	-$6.14K	4	0.01%	Reduced
1514	FHC First Horizon Corporation Memphis, Tennessee	$129K	+$41.8K	5	0.01%	Increased
1515	Wolverine Asset Management Chicago, Illinois	$128K	-$3.04M	1	0%	Reduced
1516	MCF Advisors Covington, Kentucky	$126K	+$54.7K	6	0.01%	Increased
1517	SS Sunbelt Securities Houston, Texas	$125K	-$145K	5	0.01%	Reduced
1518	TM Torren Management San Diego, California	$125K	+$104K	6	0.06%	New
1519	AIA AIMZ Investment Advisors Los Altos, California	$124K	$0	1	0.04%	Maintained
1520	CB Community Bank Dewitt, New York	$123K	$0	2	0.01%	Maintained
1521	LIA Limestone Investment Advisors New York	$119K	+$114K	1	0.01%	New
1522	CAM Chesapeake Asset Management New York	$119K	-$53.4K	2	0.1%	Reduced
1523	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$119K	+$118K	4	0.07%	New
1524	PWM Palumbo Wealth Management Great Neck, New York	$117K	+$112K	1	0.03%	New
1525	SSC Syverson Strege & Co West Des Moines, Iowa	$117K	-$781	1	0.03%	Reduced