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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
526	FMP Financial Management Professionals Austin, Texas	$19K	$0	2	0.01%	Maintained
527	MCM MV Capital Management Bethesda, Maryland	$19K	$0	1	0.01%	Maintained
528	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$19K	$0	1	0%	Maintained
529	WEC Winslow Evans & Crocker Boston, Massachusetts	$18.2K	-$14.7K	1	0.01%	Reduced
530	FWM Focused Wealth Management Newburgh, New York	$18K	+$5.63K	3	0.01%	Increased
531	QAM QCI Asset Management Pittsford, New York	$17K	-$1.56K	2	0%	Reduced
532	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$16K	+$16.7K	1	0.01%	New
533	CFG CKW Financial Group Honolulu, Hawaii	$15K	-$15.6K	1	0.01%	Reduced
534	EWM Edge Wealth Management New York	$15K	$0	1	0.01%	Maintained
535	LIA LS Investment Advisors Bloomfield Hills, Michigan	$14K	$0	1	0%	Maintained
536	NSIM North Star Investment Management Chicago, Illinois	$13K	$0	1	0%	Maintained
537	WA WFG Advisors Dallas, Texas	$13K	+$3.9K	2	0%	Increased
538	Flow Traders U.S. New York	$12K	-$431K	1	0%	Reduced
539	GH GAM Holding Zurich, Switzerland	$12K	+$978	1	0%	Increased
540	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$11K	$0	2	0.01%	Maintained
541	GAM Gemmer Asset Management Walnut Creek, California	$11K	-$765	3	0.01%	Reduced
542	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$11K	-$10.7K	1	0%	Reduced
543	Advisory Services Network Atlanta, Georgia	$10K	+$3.75K	3	0%	Increased
544	CPP Crow Point Partners Boston, Massachusetts	$10K	+$9.36K	1	0%	New
545	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$10K	-$518	1	0.01%	Reduced
546	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$9K	$0	1	0.01%	Maintained
547	HR Howe & Rusling Rochester, New York	$9K	+$669	2	0%	Increased
548	MSI Financial Services Springfield, Massachusetts	$9K	-$870	3	0%	Reduced
549	CFN Cordasco Financial Network Naples, Florida	$8K	$0	1	0.01%	Maintained
550	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained