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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	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$7.41K	+$6.5K	3	0%	Increased
1727	SRCM Signature Resources Capital Management Newport Beach, California	$7.37K	$0	1	0%	Maintained
1728	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.29K	+$4.61K	2	0%	Increased
1729	AFC Ares Financial Consulting Calabasas, California	$7.07K	+$5.93K	2	0.01%	New
1730	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$7.05K	+$2.79K	3	0%	Increased
1731	GPFA Game Plan Financial Advisors Westlake, Ohio	$7.04K	+$6.34K	3	0%	Increased
1732	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$6.94K	$0	1	0%	Maintained
1733	PWA Principia Wealth Advisory Dallas, Texas	$6.85K	+$1.24K	6	0%	Increased
1734	KG Kilter Group Rhinebeck, New York	$6.24K	+$197	3	0%	Increased
1735	AP Aspect Partners Fairfax, Virginia	$6.22K	+$6.23K	1	0%	New
1736	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$6.15K	$0	1	0%	Maintained
1737	HIA HFM Investment Advisors Glassboro, New Jersey	$6.09K	+$2.35K	3	0%	Increased
1738	AWM Abound Wealth Management Franklin, Tennessee	$5.91K	+$458	4	0%	Increased
1739	YP YANKCOM Partnership Yankton, South Dakota	$5.85K	$0	1	0%	Maintained
1740	ECM Estabrook Capital Management New York	$5.54K	$0	1	0%	Maintained
1741	SC Swan Capital Pensacola, Florida	$5.33K	$0	2	0%	Maintained
1742	DF DecisionPoint Financial Mesa, Arizona	$5.08K	$0	4	0%	Maintained
1743	FNWA Financial Network Wealth Advisors Murray, Utah	$5K	$0	2	0.01%	Maintained
1744	HC Hara Capital Bellevue, Washington	$4.53K	$0	1	0%	Maintained
1745	Montag & Associates Atlanta, Georgia	$4.44K	+$425	3	0%	Increased
1746	DEM Disciplined Equity Management Neptune Beach, Florida	$4.32K	$0	1	0%	Maintained
1747	SFS Sunrise Financial Services Burien, Washington	$4.26K	+$4.08K	1	0%	New
1748	ASC Ares Systematic Credit London,	$4.05K	+$2.83K	1	0%	New
1749	FPF First Pacific Financial Vancouver, Washington	$4.03K	+$4.31K	1	0%	New
1750	MI Motiv8 Investments Port St. Lucie, Florida	$4K	+$3.65K	1	0%	New