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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
601	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$45K	+$7.26K	2	0%	Increased
602	IMAS ID Management A/S Randers, Denmark	$44K	$0	1	0.01%	Maintained
603	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$42K	$0	1	0%	Maintained
604	WA WFG Advisors Dallas, Texas	$40K	+$20.8K	4	0.01%	Increased
605	Huntington National Bank Columbus, Ohio	$39K	-$42.5K	4	0%	Reduced
606	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$39K	$0	1	0.03%	Maintained
607	CYG Clean Yield Group Norwich, Vermont	$38K	+$39.3K	1	0.02%	New
608	NFG Next Financial Group Houston, Texas	$32K	+$1.82K	3	0.01%	Increased
609	GWM Gupta Wealth Management San Diego, California	$31K	+$5.67K	2	0.01%	Increased
610	VanEck Associates New York	$31K	-$4.94K	1	0%	Reduced
611	IFP Advisors Tampa, Florida	$30K	-$202K	3	0%	Reduced
612	Wealthspire Advisors (Maryland) Potomac, Maryland	$30K	+$13.9K	6	0.01%	Increased
613	FCCM First City Capital Management Savannah, Georgia	$27.9K	-$8.96K	1	0.02%	Reduced
614	Evercore Wealth Management New York	$27K	$0	1	0%	Maintained
615	WTB Washington Trust Bank Spokane, Washington	$27K	$0	1	0.01%	Maintained
616	FMP Financial Management Professionals Austin, Texas	$26K	$0	3	0.01%	Maintained
617	SAM Solaris Asset Management New York	$26K	+$19.4K	1	0.02%	New
618	TCI Wealth Advisors Tucson, Arizona	$26K	+$3.15K	7	0.01%	Increased
619	VNA Valley National Advisers Bethlehem, Pennsylvania	$26K	+$27.2K	3	0.01%	Increased
620	HCM Horrell Capital Management Little Rock, Arkansas	$25K	-$2.07M	1	0.02%	Reduced
621	WhitTier Trust Company Reno, Nevada	$25K	$0	3	0%	Maintained
622	First Horizon Advisors Memphis, Tennessee	$24K	-$5.74K	4	0%	Reduced
623	TCM Tradewinds Capital Management Bellingham, Washington	$24K	+$807	2	0.02%	Increased
624	ZB Zions Bancorporation Salt Lake City, Utah	$23K	-$5.53K	1	0%	Reduced
625	BAM Brave Asset Management Summit, New Jersey	$22K	$0	1	0.02%	Maintained