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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	CA Corrado Advisors Ramsey, New Jersey	$67K	$0	1	0.04%	Maintained
577	Flow Traders U.S. New York	$67K	+$56.6K	1	0.01%	Increased
578	Smithfield Trust Pittsburgh, Pennsylvania	$66K	$0	1	0.01%	Maintained
579	IF IRON Financial Northbrook, Illinois	$65K	+$64.9K	1	0.08%	New
580	CIM CIM Investment Management Pittsburgh, Pennsylvania	$64K	$0	1	0.03%	Maintained
581	MCM Monarch Capital Management Fort Wayne, Indiana	$63K	$0	1	0.02%	Maintained
582	PMFA Plante Moran Financial Advisors Southfield, Michigan	$63K	+$18.1K	3	0.05%	Increased
583	CL CPWM LLC Seattle, Washington	$62K	+$61.6K	1	0.01%	New
584	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$59.1K	$0	1	0%	Maintained
585	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$59K	+$8.01K	5	0%	Increased
586	SB Simmons Bank Pine Bluff, Arkansas	$58K	+$57.8K	1	0.01%	New
587	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$57K	-$4.25K	1	0.02%	Reduced
588	HCM Herndon Capital Management Atlanta, Georgia	$49K	$0	1	0%	Maintained
589	VCM Versant Capital Management Phoenix, Arizona	$49K	-$7.48K	5	0.03%	Reduced
590	Geneos Wealth Management Englewood, Colorado	$48K	$0	3	0.01%	Maintained
591	SWA Sutton Wealth Advisors Tampa, Florida	$46.9K	$0	5	0.04%	Maintained
592	WA WFG Advisors Dallas, Texas	$45K	+$19.6K	4	0.01%	Increased
593	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$43K	$0	2	0%	Maintained
594	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$39K	+$835	3	0.02%	Increased
595	WP WealthPLAN Partners Omaha, Nebraska	$37.9K	+$73.2K	3	0%	New
596	FPFS First Personal Financial Services Charlotte, North Carolina	$36K	+$35.6K	2	0.01%	New
597	CYG Clean Yield Group Norwich, Vermont	$35K	$0	1	0.02%	Maintained
598	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$34K	-$25.7K	4	0.03%	Reduced
599	IMAS ID Management A/S Randers, Denmark	$33K	$0	1	0.01%	Maintained
600	VanEck Associates New York	$33K	+$5.62K	1	0%	Increased