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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
551	PMFA Plante Moran Financial Advisors Southfield, Michigan	$53K	$0	1	0.04%	Maintained
552	Capital Analysts LLC Fort Washington, Pennsylvania	$47.5K	-$16.5K	1	0.01%	Reduced
553	AP Atwood & Palmer Kansas City, Missouri	$46K	+$50.9K	1	0.01%	New
554	FCCM First City Capital Management Savannah, Georgia	$42.2K	$0	1	0.03%	Maintained
555	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$42K	$0	1	0.06%	Maintained
556	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$41K	+$5.92K	2	0%	Increased
557	Huntington National Bank Columbus, Ohio	$38K	+$8.01K	6	0%	Increased
558	NFG Next Financial Group Houston, Texas	$38K	+$5.81K	3	0.01%	Increased
559	TCM Tradewinds Capital Management Bellingham, Washington	$34K	+$5.89K	2	0.03%	Increased
560	Evercore Wealth Management New York	$33K	$0	1	0%	Maintained
561	WTB Washington Trust Bank Spokane, Washington	$32K	$0	1	0.01%	Maintained
562	GWM Gupta Wealth Management San Diego, California	$31K	$0	2	0.01%	Maintained
563	RIA Regal Investment Advisors Kentwood, Michigan	$31K	+$967	3	0.01%	Increased
564	WhitTier Trust Company Reno, Nevada	$27K	+$246	3	0%	Increased
565	BAM Brave Asset Management Summit, New Jersey	$26K	$0	1	0.02%	Maintained
566	TCI Wealth Advisors Tucson, Arizona	$26K	$0	2	0.02%	Maintained
567	FMP Financial Management Professionals Austin, Texas	$25K	+$4.74K	3	0.02%	Increased
568	LNB Ledyard National Bank	$25K	$0	1	0%	Maintained
569	NA Navellier & Associates Reno, Nevada	$25K	-$627K	1	0%	Reduced
570	ST Sphinx Trading Chicago, Illinois	$25K	+$24.3K	1	0.03%	New
571	Wolverine Asset Management Chicago, Illinois	$25K	$0	1	0%	Maintained
572	ZB Zions Bancorporation Salt Lake City, Utah	$25K	+$22.3K	1	0%	New
573	MCM MV Capital Management Bethesda, Maryland	$21K	$0	1	0.01%	Maintained
574	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$21K	$0	1	0%	Maintained
575	VanEck Associates New York	$21K	+$24K	1	0%	New