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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
1876	HA Helium Advisors Everett, Washington	$338K	+$4.08K	1	0.28%	Increased
1877	Sumitomo Mitsui Financial Group Tokyo, Japan	$338K	+$321K	2	0.01%	New
1878	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$337K	+$52K	1	0.02%	Increased
1879	SC Saiph Capital Wyckoff, New Jersey	$335K	+$300K	1	0.1%	New
1880	MGAM McGowan Group Asset Management Dallas, Texas	$332K	+$322K	1	0.04%	New
1881	MMM Mendel Money Management Northbrook, Illinois	$331K	-$205K	1	0.12%	Reduced
1882	PWM Provident Wealth Management Brentwood, Tennessee	$331K	$0	1	0.09%	Maintained
1883	MWM MOR Wealth Management Philadelphia, Pennsylvania	$331K	+$344K	1	0.13%	New
1884	GPW Gentry Private Wealth Wichita, Kansas	$331K	+$290K	1	0.17%	New
1885	DAC Dutch Asset Corp Selkirk, New York	$331K	+$321K	1	0.16%	New
1886	DP DDD Partners Bellevue, Washington	$331K	$0	1	0.02%	Maintained
1887	Avior Wealth Management Omaha, Nebraska	$330K	-$44.3K	1	0.01%	Reduced
1888	AWM Affinity Wealth Management Wilmington, Delaware	$328K	+$294K	1	0.04%	New
1889	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$327K	$0	1	0.28%	Maintained
1890	TIM Titan Investment Management Indianapolis, Indiana	$326K	+$237K	1	0.24%	New
1891	KAS Kemnay Advisory Services New York	$326K	-$264K	5	0.04%	Reduced
1892	WI WBI Investments Red Bank, New Jersey	$325K	-$649K	1	0.08%	Reduced
1893	CCG Cypress Capital Group Palm Beach, Florida	$325K	+$236K	1	0.03%	New
1894	HM Payson & Co Portland, Maine	$325K	+$139K	6	0%	Increased
1895	Kestra Investment Management Austin, Texas	$325K	-$182K	1	0.01%	Reduced
1896	MSR Main Street Research Lakeville, Connecticut	$325K	-$8.14K	1	0.02%	Reduced
1897	HWM HighMark Wealth Management St. Paul, Minnesota	$324K	+$4.25K	4	0.11%	Increased
1898	FIC Family Investment Center Saint Joseph, Missouri	$323K	+$335K	1	0.05%	New
1899	BFF Byrne Financial Freedom Franklin, Massachusetts	$321K	+$65.8K	1	0.13%	Increased
1900	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$320K	-$161K	1	0.05%	Reduced