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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
2151	AWM Aprio Wealth Management Atlanta, Georgia	$159K	+$154K	1	0.01%	New
2152	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$159K	+$154K	1	0.02%	New
2153	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$159K	+$70.3K	1	0.01%	Increased
2154	CFFP Center for Financial Planning Southfied, Michigan	$158K	-$35.4K	1	0.01%	Reduced
2155	PMFA Plante Moran Financial Advisors Southfield, Michigan	$158K	+$48.5K	5	0.01%	Increased
2156	LWM Lodestone Wealth Management Spokane, Washington	$157K	+$89.7K	1	0.06%	Increased
2157	BWP BSW Wealth Partners Boulder, Colorado	$156K	-$14.9K	1	0.02%	Reduced
2158	SW StrongBox Wealth Lee's Summit, Missouri	$156K	+$162K	1	0.04%	New
2159	Farmers & Merchants Investments Inc Lincoln, Nebraska	$153K	-$25.7K	5	0%	Reduced
2160	WAG Wallace Advisory Group Lafayette, California	$153K	+$148K	1	0.14%	New
2161	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$152K	+$148K	1	0.03%	New
2162	NC nVerses Capital Wellington, Florida	$152K	-$817K	1	0.23%	Reduced
2163	AIM Ausbil Investment Management Sydney, Australia	$150K	-$150K	1	0.07%	Reduced
2164	FCT First Community Trust Dubuque, Iowa	$148K	+$154K	1	0.07%	New
2165	WA WPG Advisers Baltimore, Maryland	$147K	+$36.6K	7	0.09%	Increased
2166	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$146K	+$131K	1	0.01%	New
2167	Close Asset Management London, United Kingdom	$142K	+$47.3K	2	0%	Increased
2168	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$141K	+$137K	1	0.01%	New
2169	RT Rockland Trust Hanover, Massachusetts	$140K	$0	1	0.01%	Maintained
2170	FPF First Pacific Financial Vancouver, Washington	$140K	+$6.53K	2	0.02%	Increased
2171	PCM Potomac Capital Management New York	$139K	-$1.05M	1	0.09%	Reduced
2172	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$138K	-$174K	4	0.04%	Reduced
2173	SGFG Silver Grove Financial Group Orchard Park, New York	$138K	+$131K	8	0.07%	New
2174	Foster Group West Des Moines, Iowa	$138K	+$134K	1	0%	New
2175	BWM Bernard Wealth Management Royal Oak, Michigan	$136K	$0	2	0.05%	Maintained