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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
576	AP Atwood & Palmer Kansas City, Missouri	$42K	$0	1	0.01%	Maintained
577	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$42K	$0	1	0.03%	Maintained
578	VCM Versant Capital Management Phoenix, Arizona	$42K	+$40.6K	5	0.03%	New
579	WP WealthPLAN Partners Omaha, Nebraska	$41.5K	+$138K	2	0.01%	New
580	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$41K	$0	2	0%	Maintained
581	IMAS ID Management A/S Randers, Denmark	$41K	+$34.8K	1	0.01%	New
582	First Horizon Advisors Memphis, Tennessee	$37K	-$19.7K	3	0.01%	Reduced
583	Smithfield Trust Pittsburgh, Pennsylvania	$37K	+$36.1K	1	0.01%	New
584	Capital Analysts LLC Fort Washington, Pennsylvania	$36.5K	-$17.8K	1	0.01%	Reduced
585	CCS Crosspoint Capital Strategies Orinda, California	$35K	+$34.9K	2	0.01%	New
586	NFG Next Financial Group Houston, Texas	$35K	-$4.26K	3	0.01%	Reduced
587	WTB Washington Trust Bank Spokane, Washington	$32K	-$713	1	0.01%	Reduced
588	Evercore Wealth Management New York	$31K	$0	1	0%	Maintained
589	GWM Gupta Wealth Management San Diego, California	$30K	$0	2	0.01%	Maintained
590	VanEck Associates New York	$30K	+$1.85K	1	0%	Increased
591	WhitTier Trust Company Reno, Nevada	$28K	$0	3	0%	Maintained
592	ZB Zions Bancorporation Salt Lake City, Utah	$28K	+$9.71K	1	0%	Increased
593	BAM Brave Asset Management Summit, New Jersey	$27K	$0	1	0.02%	Maintained
594	SSB Sandy Spring Bank Olney, Maryland	$27K	+$30.2K	1	0%	New
595	LNB Ledyard National Bank	$26K	$0	1	0%	Maintained
596	ST Sphinx Trading Chicago, Illinois	$26K	$0	1	0.04%	Maintained
597	Wolverine Asset Management Chicago, Illinois	$26K	$0	1	0%	Maintained
598	FMP Financial Management Professionals Austin, Texas	$25K	$0	3	0.01%	Maintained
599	TCI Wealth Advisors Tucson, Arizona	$25K	+$713	2	0.01%	Increased
600	TCM Tradewinds Capital Management Bellingham, Washington	$25K	-$11.2K	2	0.02%	Reduced