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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
2176	RWM Rialto Wealth Management Syracuse, New York	$136K	+$65.4K	6	0.03%	Increased
2177	CH CDKV Holdings Denver, Colorado	$135K	-$26.5K	2	0.11%	Reduced
2178	AAM Auxier Asset Management Aurora, Oregon	$134K	$0	1	0.02%	Maintained
2179	AIA Alternative Investment Advisors Maitland, Florida	$133K	$0	1	0.05%	Maintained
2180	SWP Summit Wealth Partners Orlando, Florida	$133K	+$129K	1	0.02%	New
2181	PWM Positano Wealth Management Hong Kong,	$133K	+$13K	2	0.07%	Increased
2182	AWM Accurate Wealth Management Wesley Chapel, Florida	$132K	+$137K	1	0.01%	New
2183	CPG Cornerstone Planning Group Fairfield, New Jersey	$131K	+$22.3K	8	0.02%	Increased
2184	ACM Accent Capital Management Centerville, Ohio	$131K	-$36K	2	0.06%	Reduced
2185	DWM Dogwood Wealth Management Lenexa, Kansas	$128K	+$9.81K	4	0.05%	Increased
2186	CC Clearwave Capital Upland, California	$128K	$0	1	0.07%	Maintained
2187	Evelyn Partners London,	$128K	+$132K	2	0%	New
2188	W WealthCollab Bellevue, Washington	$126K	+$8.27K	5	0.05%	Increased
2189	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$125K	$0	3	0.09%	Maintained
2190	M MOTCO San Antonio, Texas	$125K	+$6.33K	4	0.01%	Increased
2191	NWM Nova Wealth Management Bonita Springs, Florida	$125K	+$28.8K	3	0.07%	Increased
2192	AW Avion Wealth The Woodlands, Texas	$123K	+$38.8K	8	0.02%	Increased
2193	NRG Nemes Rush Group Novi, Michigan	$119K	+$45K	3	0.01%	Increased
2194	PWMG Private Wealth Management Group Princeton, New Jersey	$119K	+$2.81K	6	0.03%	Increased
2195	SouthState Corp Winter Haven, Florida	$118K	+$70.7K	7	0%	Increased
2196	IPS Investors Portfolio Services Puyallup, Washington	$114K	+$79.4K	1	0.09%	Increased
2197	TF Tompkins Financial Ithaca, New York	$113K	+$8.43K	2	0.01%	Increased
2198	NF Napier Financial Braintree, Massachusetts	$109K	+$90.6K	3	0.02%	Increased
2199	AWM Aberdeen Wealth Management Lake Bluff, Illinois	$109K	+$114K	2	0.05%	New
2200	WAG Wilkerson Advisory Group Columbia, Missouri	$108K	+$81.9K	3	0.03%	Increased