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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
1851	SC Searle & Co Greenwich, Connecticut	$362K	$0	1	0.08%	Maintained
1852	TCPG Trivant Custom Portfolio Group San Diego, California	$359K	+$20.5K	1	0.19%	Increased
1853	TWD True Wealth Design Akron, Ohio	$358K	-$5.94K	8	0.09%	Reduced
1854	Destination Wealth Management Walnut Creek, California	$357K	+$1.42K	1	0.01%	Increased
1855	UBV United Bank (Virginia) Vienna, Virginia	$356K	+$370K	1	0.04%	New
1856	FCA FLC Capital Advisors Palm Desert, California	$354K	$0	1	0.06%	Maintained
1857	EFA Englebert Financial Advisers Allentown, Pennsylvania	$350K	-$186K	1	0.34%	Reduced
1858	ICP Impact Capital Partners Greenwood Village, Colorado	$349K	+$253K	1	0.1%	New
1859	RF Rossby Financial Melbourne, Florida	$348K	+$31.3K	6	0.06%	Increased
1860	PIA Pinion Investment Advisors Wichita, Kansas	$346K	+$303K	1	0.07%	New
1861	WA Win Advisors Palm Beach Gardens, Florida	$345K	-$2.74M	1	0.12%	Reduced
1862	NI Natural Investments Windsor, California	$344K	$0	1	0.08%	Maintained
1863	AMPWP Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida	$343K	-$213K	1	0.05%	Reduced
1864	DI Diligent Investors Redlands, California	$343K	$0	1	0.08%	Maintained
1865	LIA LifePlan Investment Advisors Raleigh, North Carolina	$343K	$0	1	0.12%	Maintained
1866	PBC Pavion Blue Capital Newport Beach, California	$343K	$0	1	0.14%	Maintained
1867	CastleKnight Management New York	$343K	-$714K	1	0%	Reduced
1868	ISWM Independent Solutions Wealth Management Williamsville, New York	$343K	$0	1	0.04%	Maintained
1869	LAI Legal Advantage Investments Los Altos Hills, California	$343K	+$357K	1	0.12%	New
1870	PGF Plan Group Financial Oklahoma City, Oklahoma	$343K	+$89.2K	1	0.07%	Increased
1871	FIM Fruth Investment Management Houston, Texas	$343K	-$153K	1	0.08%	Reduced
1872	Thompson Siegel & Walmsley Richmond, Virginia	$343K	+$357K	1	0.01%	New
1873	DC DeDora Capital Napa, California	$341K	$0	1	0.07%	Maintained
1874	ACM Alpha Capital Management Austin, Texas	$341K	+$306K	1	0.04%	New
1875	LAM LECAP Asset Management London, United Kingdom	$338K	-$1.99M	1	0.15%	Reduced