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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
1726	HPA High Probability Advisors Pittsford, New York	$510K	+$416K	2	0.05%	New
1727	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$509K	+$75.7K	7	0.26%	Increased
1728	UWS Unique Wealth Strategies Burr Ridge, Illinois	$506K	+$526K	1	0.18%	New
1729	PFA Petra Financial Advisors Colorado Srpings, Colorado	$501K	+$521K	1	0.23%	New
1730	MAWA Moss Adams Wealth Advisors Seattle, Washington	$500K	+$482K	2	0.03%	New
1731	3IP 3Chopt Investment Partners Richmond, Virginia	$500K	+$97.6K	1	0.09%	Increased
1732	NAS NWF Advisory Services Los Angeles, California	$496K	+$458K	2	0.05%	New
1733	XWL XXI Wealth LLC Chicago, Illinois	$495K	+$188K	1	0.23%	Increased
1734	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$495K	+$438K	2	0.05%	New
1735	FFAS FIG Financial Advisory Services Oklahoma City, Oklahoma	$493K	-$1.54M	1	0.29%	Reduced
1736	LFS Legacy Financial Strategies Overland Park, Kansas	$492K	+$441K	1	0.08%	New
1737	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$492K	$0	4	0.05%	Maintained
1738	FF Farrell Financial Orchard Park, New York	$492K	+$149K	1	0.27%	Increased
1739	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$492K	+$476K	2	0.03%	New
1740	CPA Cardiff Park Advisors Carlsbad, California	$491K	+$510K	1	0.04%	New
1741	OA Oceanside Advisors Mount Pleasant, South Carolina	$491K	$0	1	0.25%	Maintained
1742	OGC One68 Global Capital New York	$491K	+$510K	1	1.04%	New
1743	SPC Spirepoint Private Client Vero Beach, Florida	$488K	+$355K	1	0.04%	New
1744	GS Gagnon Securities New York	$487K	-$792K	1	0.09%	Reduced
1745	Central Trust Company Jefferson City, Missouri	$483K	+$33.2K	3	0.01%	Increased
1746	MFG Mission Financial Group Las Vegas, Nevada	$482K	+$501K	1	0.4%	New
1747	OAM Oxford Asset Management Oxford, United Kingdom	$482K	+$18.9K	2	0.24%	Increased
1748	TP Tranquility Partners Brentwood, Tennessee	$482K	+$420K	1	0.17%	New
1749	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$481K	+$349K	1	0.09%	New
1750	Midwest Trust Overland Park, Kansas	$480K	+$297K	2	0.01%	Increased