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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
1651	JWS Juncture Wealth Strategies Scottsdale, Arizona	$633K	+$460K	1	0.16%	New
1652	MCA Magnolia Capital Advisors Jackson, Mississippi	$632K	+$657K	2	0.11%	New
1653	TIA Tiemann Investment Advisors Menlo Park, California	$628K	-$117K	1	0.23%	Reduced
1654	Sanibel Captiva Trust Company Sanibel, Florida	$627K	+$652K	1	0.02%	New
1655	SL Summitry LLC Foster City, California	$625K	$0	1	0.02%	Maintained
1656	FEM Fulcrum Equity Management Plano, Texas	$623K	+$684K	1	0.46%	New
1657	TIA TCFG Investment Advisors Laguna Niguel, California	$622K	+$452K	1	0.21%	New
1658	Granahan Investment Management Waltham, Massachusetts	$622K	-$5.05M	1	0.02%	Reduced
1659	Pine Valley Investments Marlton, New Jersey	$621K	+$498K	2	0.02%	New
1660	TC T3 Companies New York	$619K	-$1.87M	2	0.66%	Reduced
1661	NFSG Newbridge Financial Services Group Boca Raton, Florida	$618K	-$197K	6	0.08%	Reduced
1662	AT American Trust Lexington, Kentucky	$618K	+$22.4K	2	0.05%	Increased
1663	TA Tactive Advisors Jacksonville, Florida	$616K	+$640K	1	0.15%	New
1664	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$609K	-$54.4K	1	0.09%	Reduced
1665	FAM Formidable Asset Management Cincinnati, Ohio	$609K	-$13.6K	1	0.1%	Reduced
1666	FLFS Family Legacy Financial Solutions Cary, North Carolina	$607K	+$744K	1	0.37%	New
1667	ECA Elevate Capital Advisors Eagle, Colorado	$605K	-$24.1K	1	0.33%	Reduced
1668	PWM PTM Wealth Management North Wales, United States	$605K	$0	1	0.27%	Maintained
1669	LIA LBMC Investment Advisors Brentwood, Tennessee	$605K	+$535K	2	0.03%	New
1670	AIA AssuredPartners Investment Advisors Tampa, Florida	$604K	+$562K	2	0.06%	Increased
1671	FFP FourThought Financial Partners Venice, Florida	$599K	-$287K	2	0.05%	Reduced
1672	FFA Fortune Financial Advisors Overland Park, Kansas	$598K	$0	1	0.26%	Maintained
1673	ATC Argent Trust Co Nashville, Tennessee	$593K	+$562K	2	0.02%	New
1674	HCM Harvey Capital Management Palm Beach, Florida	$589K	$0	1	0.12%	Maintained
1675	LWM Level Wealth Management Greensboro, North Carolina	$586K	+$526K	1	0.23%	New