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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
2126	RS R Squared Central, Hong Kong	$201K	-$494K	1	0.11%	Reduced
2127	CAM Capital Asset Management Denver, Colorado	$201K	+$180K	1	0.45%	New
2128	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$200K	+$4.92K	6	0.01%	Increased
2129	Ninety One (UK) London, United Kingdom	$192K	+$199K	1	0%	New
2130	CWP Concord Wealth Partners Abingdon, Virginia	$191K	+$171K	3	0.02%	New
2131	SWM SHP Wealth Management Plymouth, Massachusetts	$190K	+$97.8K	7	0.01%	Increased
2132	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$188K	+$1.02K	3	0.08%	Increased
2133	DA Denali Advisors San Diego, California	$188K	+$182K	1	0.02%	New
2134	JWM JGP Wealth Management Bend, Oregon	$187K	-$2.2K	1	0.02%	Reduced
2135	NRC New Republic Capital Charlotte, North Carolina	$187K	+$25.3K	1	0.04%	Increased
2136	PK Pflug Koory Omaha, Nebraska	$185K	$0	1	0.07%	Maintained
2137	FCMT Founders Capital Management (Texas) Houston, Texas	$185K	-$7.07K	2	0.08%	Reduced
2138	GDCM Galaxy Digital Capital Management New York	$180K	+$62.3K	1	0.09%	Increased
2139	MTC McDaniel Terry & Co Austin, Texas	$177K	-$21.2K	1	0.01%	Reduced
2140	WA Westfuller Advisors New York	$175K	$0	3	0.06%	Maintained
2141	CWM Consultiva Wealth Management San Juan, Puerto Rico	$174K	$0	1	0.39%	Maintained
2142	PPC Park Place Capital Homewood, Alabama	$172K	+$41.1K	2	0.03%	Increased
2143	Vanguard National Trust Malvern, Pennsylvania	$167K	+$1.42K	5	0.01%	Increased
2144	SEP Signature Equity Partners Columbus, Ohio	$165K	-$9.63K	6	0.08%	Reduced
2145	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$164K	-$321K	1	0.09%	Reduced
2146	IP Ignite Planners San Clemente, California	$164K	+$17.3K	1	0.02%	Increased
2147	KFP Kerr Financial Planning Fresno, California	$160K	+$114K	2	0.18%	Increased
2148	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$160K	+$316	4	0.03%	Increased
2149	Cullen Capital Management New York	$160K	$0	1	0%	Maintained
2150	NCM Northside Capital Management Hood River, Oregon	$159K	$0	1	0.01%	Maintained