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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
2051	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$232K	+$169K	1	0.02%	New
2052	OCWP Owl Creek Wealth Partners Denver, Colorado	$232K	+$23.9K	6	0.07%	Increased
2053	FC Farringdon Capital London, United Kingdom	$232K	-$1.31M	1	0.11%	Reduced
2054	GFP Gryphon Financial Partners Columbus, Ohio	$232K	+$241K	1	0.02%	New
2055	CWP Core Wealth Partners Santa Rosa, California	$231K	+$168K	1	0.1%	New
2056	KW Keyvantage Wealth Bethlehem, Pennsylvania	$230K	+$239K	1	0.09%	New
2057	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$228K	-$178K	1	0.02%	Reduced
2058	WWC Waypoint Wealth Counsel Atlanta, Georgia	$228K	-$541K	1	0.14%	Reduced
2059	4WM 44 Wealth Management Eugene, Oregon	$228K	-$148K	1	0.08%	Reduced
2060	C Covestor London, United Kingdom	$228K	-$272K	7	0.13%	Reduced
2061	CP Canopy Partners Cincinnati, Ohio	$228K	-$66.8K	1	0.07%	Reduced
2062	OFO OneAscent Family Office Birmingham, Alabama	$228K	+$237K	1	0.11%	New
2063	BFA Brown Financial Advisors Milford, Ohio	$228K	+$204K	1	0.08%	New
2064	CFG Carter Financial Group Barrington, Illinois	$226K	+$219K	1	0.12%	New
2065	BAM BOCHK Asset Management Hong Kong	$225K	+$192K	3	0.04%	Increased
2066	SSC Syverson Strege & Co West Des Moines, Iowa	$225K	-$837	1	0.05%	Reduced
2067	Douglas Lane & Associates New York	$224K	+$162K	1	0%	New
2068	RFA Resurgent Financial Advisors Atlanta, Georgia	$223K	+$232K	1	0.06%	New
2069	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$222K	+$231K	1	0.09%	New
2070	SWA SOA Wealth Advisors New York	$222K	+$196K	5	0.04%	Increased
2071	II Impact Investors San Francisco, California	$220K	+$160K	1	0.16%	New
2072	GCA Genesee Capital Advisors Auburn, New York	$220K	+$160K	1	0.07%	New
2073	TWM Tradition Wealth Management Edina, Minnesota	$220K	+$192K	1	0.01%	New
2074	PPG Peak Planning Group Centennial, Colorado	$219K	+$159K	1	0.05%	New
2075	BIA Bell Investment Advisors Oakland, California	$219K	+$267	7	0.03%	Increased