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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
1776	PWM Power Wealth Management Alpharetta, Georgia	$442K	+$155K	1	0.15%	Increased
1777	PA PSI Advisors Tampa, Florida	$441K	-$2.77M	1	0.1%	Reduced
1778	FA Fiduciary Alliance Greenville, South Carolina	$441K	+$424K	2	0.03%	New
1779	EL Essex LLC Deer Park, Illinois	$441K	+$471K	2	0.07%	New
1780	MCM Manchester Capital Management Manchester, Vermont	$441K	-$10.9K	6	0.06%	Reduced
1781	VC VarCov Co Darien, Connecticut	$440K	+$472K	2	0.17%	New
1782	EA Everpar Advisors Tulsa, Oklahoma	$439K	+$158K	2	0.13%	Increased
1783	Ferguson Wellman Capital Management Portland, Oregon	$439K	-$29.6K	1	0.01%	Reduced
1784	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$438K	$0	2	0.07%	Maintained
1785	OL one8zero8 LLC Greensboro, North Carolina	$437K	$0	1	0.09%	Maintained
1786	CSB City State Bank Norwalk, Iowa	$437K	-$804	2	0.1%	Reduced
1787	Chilton Investment Company Stamford, Connecticut	$437K	-$38.2K	1	0.01%	Reduced
1788	NWM Northwest Wealth Management Spencer, Iowa	$437K	+$454K	2	0.06%	New
1789	PWMG Prestige Wealth Management Group Flemington, New Jersey	$435K	+$259K	5	0.08%	Increased
1790	FPCP Fort Point Capital Partners San Francisco, California	$435K	+$316K	1	0.03%	New
1791	NWM Nolet Wealth Management Fort Worth, Texas	$435K	+$385K	2	0.24%	New
1792	GHA GW Henssler & Associates Kennesaw, Georgia	$433K	+$112K	2	0.02%	Increased
1793	KWM Kiker Wealth Management Jasper, Georgia	$430K	+$415K	2	0.17%	New
1794	AIP Avail Investment Partners Lemont, Pennsylvania	$430K	+$64.3K	1	0.33%	Increased
1795	SPA Sound Portfolio Advisors Mystic, Connecticut	$429K	-$892	1	0.3%	Reduced
1796	MWM Mosley Wealth Management Anaheim, California	$427K	-$3.42M	3	0.14%	Reduced
1797	BOH Bank of Hawaii Honolulu, Hawaii	$426K	+$443K	1	0.02%	New
1798	SL Salomon & Ludwin Richmond, Virginia	$425K	-$22.7K	5	0.04%	Reduced
1799	AIS Advocate Investing Services Woodbine, Maryland	$424K	+$373K	3	0.33%	Increased
1800	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$423K	+$362K	2	0.02%	New