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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
1626	EFMH E Fund Management (HK) Central, Hong Kong	$676K	-$235K	3	0.22%	Reduced
1627	Moran Wealth Management Naples, Florida	$673K	-$4.25M	2	0.02%	Reduced
1628	AIM Axiom Investment Management New York	$672K	+$651K	1	0.45%	New
1629	GFPC Global Financial Private Client Sarasota, Florida	$672K	+$637K	2	0.18%	New
1630	ACA Atlas Capital Advisors Jackson, Wyoming	$671K	+$362K	4	0.07%	Increased
1631	BC Bayforest Capital London, United Kingdom	$668K	+$527K	5	0.62%	Increased
1632	EW Element Wealth Ridgeland, Mississippi	$664K	+$729K	1	0.25%	New
1633	SH SLT Holdings Scottsdale, Arizona	$664K	+$55.2K	2	0.41%	Increased
1634	KAM Kopion Asset Management Mckinney, Texas	$663K	-$343K	1	0.42%	Reduced
1635	BSB Bangor Savings Bank Bangor, Maine	$661K	-$21.3K	2	0.05%	Reduced
1636	SP Saranac Partners London,	$658K	+$553K	2	0.19%	New
1637	WFA Wellspring Financial Advisors Cleveland, Ohio	$658K	+$630K	2	0.04%	New
1638	CIM Cambria Investment Management Manhattan Beach, California	$657K	+$683K	1	0.03%	New
1639	TCM Traynor Capital Management Malvern, Pennsylvania	$655K	+$399K	3	0.03%	Increased
1640	IWA Icon Wealth Advisors Houston, Texas	$653K	+$629K	3	0.04%	New
1641	Apella Capital West Hartford, Connecticut	$653K	+$214K	2	0.01%	Increased
1642	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$652K	+$293K	2	0.17%	Increased
1643	SW Solidarity Wealth Lehi, Utah	$652K	-$46.9K	1	0.11%	Reduced
1644	VFA Values First Advisors Gray, Tennessee	$652K	+$539K	2	0.3%	New
1645	IIL Income Insurance Ltd Singapore,	$651K	+$644K	3	0.39%	New
1646	P Palladiem Bryn Mawr, Pennsylvania	$649K	+$438K	5	0.63%	Increased
1647	VHAM Van Hulzen Asset Management El Dorado Hills, California	$644K	+$669K	1	0.05%	New
1648	Simon Quick Advisors Morristown, New Jersey	$639K	+$618K	2	0.03%	New
1649	PP Patten & Patten Chattanooga, Tennessee	$639K	-$77K	2	0.03%	Reduced
1650	PCG Prosperity Consulting Group Owings Mills, Maryland	$634K	+$598K	2	0.02%	New