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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
1551	SW SlateStone Wealth Jupiter, Florida	$838K	-$1.01M	1	0.06%	Reduced
1552	CM Cercano Management Bellevue, Washington	$837K	+$871K	1	0.11%	New
1553	BC Bridgefront Capital Austin, Texas	$837K	-$288K	3	0.22%	Reduced
1554	WMP Wealth Management Partners Tucson, Arizona	$832K	-$7.71K	1	0.2%	Reduced
1555	GSWM Golden State Wealth Management Santa Ana, California	$826K	+$119K	5	0.08%	Increased
1556	Capital Markets Trading (UK) London, United Kingdom	$823K	+$855K	1	0.01%	New
1557	FAB First American Bank Dundee, Illinois	$818K	+$733K	1	0.05%	New
1558	Aspiriant LLC Los Angeles, California	$817K	+$251K	2	0.02%	Increased
1559	EP Essential Partners Rancho Santa Fe, California	$816K	-$254K	7	0.38%	Reduced
1560	HP Hilltop Partners Mishawaka, Indiana	$816K	+$1.77K	1	0.2%	Increased
1561	LWM LightSquare Wealth Management Bingham Farms, Michigan	$816K	+$18.4K	2	0.56%	Increased
1562	SL Sentinus LLC Oak Brook, Illinois	$814K	+$11K	2	0.07%	Increased
1563	TCM TABR Capital Management Orange, California	$813K	-$387K	2	0.69%	Reduced
1564	Cary Street Partners Richmond, Virginia	$813K	-$155K	3	0.02%	Reduced
1565	PPWP Premier Path Wealth Partners Madison, New Jersey	$813K	+$251K	2	0.09%	Increased
1566	WWM Wolff Wiese Magana Carslbad, California	$812K	+$281K	5	0.37%	Increased
1567	AA Alta Advisers London, United Kingdom	$810K	+$536K	3	0.18%	Increased
1568	TCTC Holdings Dallas, Texas	$810K	$0	1	0.02%	Maintained
1569	FAS Formuepleje A/S Aarhus C, Denmark	$808K	+$840K	1	0.06%	New
1570	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$807K	$0	1	0.16%	Maintained
1571	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$807K	-$15.7M	1	0.74%	Reduced
1572	SRC Sage Rhino Capital Menlo Park, California	$803K	+$177K	3	0.13%	Increased
1573	SFG Sunburst Financial Group Vestavia Hills, Alabama	$802K	$0	1	0.13%	Maintained
1574	Conning Inc Hartford, Connecticut	$791K	+$780K	3	0.02%	New
1575	MW MBL Wealth Charlotte, North Carolina	$790K	+$792K	2	0.05%	New