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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$70K	$0	2	0.02%	Maintained
602	CA Corrado Advisors Ramsey, New Jersey	$69K	$0	1	0.04%	Maintained
603	OIA Optimum Investment Advisors Chicago, Illinois	$69K	$0	1	0.03%	Maintained
604	Flow Traders U.S. New York	$68K	-$568	1	0.01%	Reduced
605	Baird Financial Group Milwaukee, Wisconsin	$67K	$0	1	0%	Maintained
606	WCM Wallace Capital Management Dallas, Texas	$67K	+$65K	1	0.01%	New
607	IF IRON Financial Northbrook, Illinois	$66K	$0	1	0.08%	Maintained
608	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$64K	+$62.5K	1	0.01%	New
609	Freestone Capital Holdings Seattle, Washington	$64K	-$2.08M	1	0.01%	Reduced
610	MCM Monarch Capital Management Fort Wayne, Indiana	$64K	$0	1	0.02%	Maintained
611	VCM Versant Capital Management Phoenix, Arizona	$64K	+$2.79K	5	0.04%	Increased
612	SWA Sutton Wealth Advisors Tampa, Florida	$63.8K	-$285	4	0.06%	Reduced
613	MSI Financial Services Springfield, Massachusetts	$63K	-$12.3K	4	0%	Reduced
614	Geneos Wealth Management Englewood, Colorado	$61K	+$3.7K	5	0.01%	Increased
615	JFA JNBA Financial Advisors Bloomington, Minnesota	$61K	+$59.5K	3	0.01%	New
616	SignatureFD Atlanta, Georgia	$61K	+$41.8K	3	0.01%	Increased
617	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$60.1K	$0	1	0%	Maintained
618	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$60K	-$11.6K	3	0%	Reduced
619	MC Moors & Cabot Boston, Massachusetts	$59K	+$57.7K	1	0.01%	New
620	SB Simmons Bank Pine Bluff, Arkansas	$59K	$0	1	0.01%	Maintained
621	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$58K	$0	1	0.02%	Maintained
622	FPFS First Personal Financial Services Charlotte, North Carolina	$54K	+$9.83K	2	0.02%	Increased
623	Central Trust Company Jefferson City, Missouri	$52K	-$40.8K	2	0%	Reduced
624	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$48K	$0	2	0%	Maintained
625	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$46K	+$164	3	0.02%	Increased