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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
1701	AB ANB Bank Denver, Colorado	$547K	-$135K	1	0.2%	Reduced
1702	SEM Suncoast Equity Management Tampa, Florida	$547K	+$397K	1	0.07%	New
1703	DF Downshift Financial Boulder, Colorado	$545K	+$1.02K	2	0.24%	Increased
1704	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$539K	+$605K	2	0.29%	New
1705	BWA Basecamp Wealth Advisors Bellevue, Washington	$535K	+$29.2K	9	0.1%	Increased
1706	RIP Reliant Investment Partners Pinehurst, North Carolina	$535K	+$41.3K	1	0.36%	Increased
1707	AIC AWM Investment Company New York	$535K	+$522K	1	0.05%	New
1708	JWM Jeppson Wealth Management Manhattan Beach, California	$534K	+$325	1	0.16%	Increased
1709	Bridges Investment Management Omaha, Nebraska	$534K	$0	1	0.01%	Maintained
1710	FM Family Management New York	$533K	+$489K	2	0.05%	New
1711	Axa Paris, France	$531K	-$1.09M	2	0.58%	Reduced
1712	TW Trajan Wealth Scottsdale, Arizona	$529K	+$179K	2	0.02%	Increased
1713	SageView Advisory Group Newport Beach, California	$528K	-$824K	2	0.02%	Reduced
1714	TWM TRB Wealth Management Houston, Texas	$527K	+$209K	2	0.07%	Increased
1715	GCM Gallacher Capital Management Lone Tree, Colorado	$524K	-$218K	1	0.29%	Reduced
1716	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$524K	+$238K	2	0.3%	Increased
1717	QI Qtron Investments Boston, Massachusetts	$524K	+$380K	1	0.07%	New
1718	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$522K	-$1.16M	2	0.01%	Reduced
1719	NL NWAM LLC Mercer Island, Washington	$522K	-$11.2K	1	0.03%	Reduced
1720	BWM Brown Wealth Management Naperville, Illinois	$519K	-$269K	1	0.12%	Reduced
1721	EHAM Eagle Harbor Asset Management Seattle, Washington	$519K	$0	1	0.41%	Maintained
1722	BIP Wealth Atlanta, Georgia	$519K	+$268K	2	0.01%	Increased
1723	BI Bramshill Investments Naples, Florida	$518K	+$509K	2	0.04%	New
1724	HC Henshaw Capital Woburn, Massachusetts	$512K	+$496K	1	0.02%	New
1725	EA Ergawealth Advisors Oak Brook, Illinois	$511K	+$531K	1	0.2%	New