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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
1751	KP Keel Point Huntsville, Alabama	$479K	+$394K	2	0.03%	New
1752	WEG World Equity Group Schaumburg, Illinois	$478K	-$651K	1	0.11%	Reduced
1753	RP Regal Partners Sydney, NSW, Australia	$475K	-$2.88M	1	0.03%	Reduced
1754	RA RiverPark Advisors New York	$474K	-$808K	3	0.22%	Reduced
1755	PCM Parsons Capital Management Providence, Rhode Island	$473K	-$53.1K	1	0.02%	Reduced
1756	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$472K	+$124K	3	0.1%	Increased
1757	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$472K	+$75.2K	4	0.05%	Increased
1758	Klingman & Associates New York	$472K	+$490K	2	0.02%	New
1759	WCP Wick Capital Partners Wayne, Pennsylvania	$472K	+$490K	2	0.07%	New
1760	SFC SYM Financial Corp Winona Lake, Indiana	$470K	+$111K	2	0.04%	Increased
1761	BFC Bedel Financial Consulting Indianapolis, Indiana	$469K	$0	1	0.04%	Maintained
1762	EL EQ LLC Bellevue, Washington	$466K	$0	1	0.11%	Maintained
1763	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$465K	-$135K	1	0.07%	Reduced
1764	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$464K	$0	1	0.06%	Maintained
1765	SF Symphony Financial Houston, Texas	$461K	+$131K	2	0.05%	Increased
1766	Forum Financial Management Lombard, Illinois	$458K	+$232K	2	0.01%	Increased
1767	BFC Blue Fin Capital Warren, Rhode Island	$457K	+$442K	2	0.07%	New
1768	VWM Venturi Wealth Management Austin, Texas	$456K	-$9.95K	1	0.02%	Reduced
1769	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$456K	+$474K	1	0.05%	New
1770	APFP Action Point Financial Planning Grand Rapids, Michigan	$454K	+$427K	8	0.05%	New
1771	TAM Titleist Asset Management San Antonio, Texas	$454K	+$407K	1	0.03%	New
1772	NERM New England Research & Management Chicago, Illinois	$454K	-$55.4K	1	0.18%	Reduced
1773	SFO Stokes Family Office New Orleans, Louisiana	$454K	+$8.84K	1	0.05%	Increased
1774	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$453K	+$329K	1	0.09%	New
1775	Wilmington Savings Fund Society Wilmington, Delaware	$451K	+$50.9K	5	0.01%	Increased