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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
2101	S Storgate Dallas, Texas	$209K	+$188K	1	0.04%	New
2102	VWM Vigilare Wealth Management Scottsdale, Arizona	$209K	-$138K	1	0.06%	Reduced
2103	MIM Montgomery Investment Management Rockville, Maryland	$209K	+$187K	1	0.06%	New
2104	HNB Hilltop National Bank Casper, Wyoming	$209K	+$60.8K	2	0.04%	Increased
2105	SAW Signal Advisors Wealth Detroit, Michigan	$209K	+$217K	1	0.01%	New
2106	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$208K	+$187K	1	0.01%	New
2107	CFA Collaborative Fund Advisors Reno, Nevada	$208K	-$716K	1	0.12%	Reduced
2108	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$208K	-$6.83M	1	0.03%	Reduced
2109	IIC Ironwood Investment Counsel Scottsdale, Arizona	$208K	-$758K	1	0.03%	Reduced
2110	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$207K	+$185K	1	0.01%	New
2111	FC Financial Consulate Hunt Valley, Maryland	$207K	+$55K	6	0.02%	Increased
2112	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$207K	-$167K	1	0.05%	Reduced
2113	Dynamic Advisor Solutions Phoenix, Arizona	$206K	-$445K	1	0.01%	Reduced
2114	FWA FSM Wealth Advisors Cleveland, Ohio	$206K	+$150K	1	0.02%	New
2115	ACA Ascension Capital Advisors Houston, Texas	$206K	+$214K	1	0.06%	New
2116	SPW Signet Private Wealth Chicago, Illinois	$205K	+$213K	1	0.16%	New
2117	FWP Family Wealth Partners Matthews, North Carolina	$205K	+$213K	1	0.06%	New
2118	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$205K	+$149K	1	0.1%	New
2119	RS Retirement Solution Redmond, Washington	$204K	+$1.2K	1	0.04%	Increased
2120	LWM Langley Wealth Management Corinth, Mississippi	$204K	+$183K	1	0.2%	New
2121	1SB 1ST Source Bank South Bend, Indiana	$203K	+$211K	1	0.01%	New
2122	FHC First Horizon Corporation Memphis, Tennessee	$203K	+$10.3K	4	0.01%	Increased
2123	Facet Wealth Inc Baltimore, Maryland	$202K	+$210K	1	0%	New
2124	I InceptionR Lafayette, California	$202K	-$3.58M	1	0.05%	Reduced
2125	CC Citrine Capital San Francisco, California	$201K	+$180K	1	0.07%	New