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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
1801	VEM Vann Equity Management Plano, Texas	$423K	+$440K	1	0.26%	New
1802	JSL JT Stratford LLC Gainesville, Georgia	$422K	+$342K	2	0.05%	New
1803	HWA HCR Wealth Advisors Los Angeles, California	$420K	+$193K	2	0.04%	Increased
1804	Alphadyne Asset Management New York	$419K	-$6.58M	1	0%	Reduced
1805	OA Operose Advisors Milwaukee, Wisconsin	$419K	-$1.04M	2	0.08%	Reduced
1806	MCA Millennium Capital Advisors Little Rock, Arkansas	$418K	+$304K	1	0.23%	New
1807	BCM Bourgeon Capital Management Darien, Connecticut	$417K	+$354	1	0.06%	Increased
1808	ZF Zhang Financial Portage, Michigan	$416K	+$19.5K	1	0.01%	Increased
1809	BFG Birch Financial Group Keene, New Hampshire	$416K	+$302K	1	0.21%	New
1810	AWM Ariadne Wealth Management Santa Barbara, California	$414K	-$355K	1	0.18%	Reduced
1811	EFS Essex Financial Services Essex, Connecticut	$414K	-$54.6K	1	0.02%	Reduced
1812	MAM Morse Asset Management Darien, Connecticut	$412K	+$199K	4	0.07%	Increased
1813	AA Aire Advisors Beverly Hills, California	$410K	-$3.06K	1	0.07%	Reduced
1814	BMWM Brown Miller Wealth Management Mclean, Virginia	$409K	+$426K	1	0.1%	New
1815	CWM Connecticut Wealth Management Farmington, Connecticut	$408K	+$296K	1	0.02%	New
1816	IWP Innova Wealth Partners Newtown, Pennsylvania	$403K	+$293K	1	0.16%	New
1817	SB Simmons Bank Pine Bluff, Arkansas	$403K	+$4.25K	1	0.02%	Increased
1818	SIS Strategic Investment Solutions Orland Park, Illinois	$400K	+$175K	3	0.09%	Increased
1819	Old National Bancorp Evansville, Indiana	$398K	+$354	1	0.01%	Increased
1820	RBC Romano Brothers & Co Evanston, Illinois	$397K	$0	1	0.04%	Maintained
1821	KFP KMG Fiduciary Partners Toledo, Ohio	$396K	$0	1	0.04%	Maintained
1822	GC Gibson Capital Wexford, Pennsylvania	$394K	$0	1	0.06%	Maintained
1823	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$391K	-$33.8K	1	0.07%	Reduced
1824	KLCM KG&L Capital Management Saint Francisville, Louisiana	$390K	+$406K	1	0.23%	New
1825	KA Kercheville Advisors San Antonio, Texas	$390K	+$284K	1	0.12%	New