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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	VCM Versant Capital Management Phoenix, Arizona	$81K	+$10.7K	5	0.05%	Increased
602	MC Moors & Cabot Boston, Massachusetts	$80K	+$31.6K	1	0.01%	Increased
603	CL CPWM LLC Seattle, Washington	$78K	+$11.8K	1	0.02%	Increased
604	Geneos Wealth Management Englewood, Colorado	$74K	+$13.5K	5	0.01%	Increased
605	Edmond de Rothschild Holding Chambesy, Switzerland	$73K	-$350K	1	0%	Reduced
606	FWM Frontier Wealth Management Kansas City, Missouri	$73K	-$34K	1	0.01%	Reduced
607	MTC McDaniel Terry & Co Austin, Texas	$73K	+$707	1	0.02%	Increased
608	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$72K	+$13K	2	0.02%	Increased
609	SHJ Sharkey, Howes & Javer Denver, Colorado	$71K	$0	1	0.04%	Maintained
610	FPCP Fort Point Capital Partners San Francisco, California	$70K	$0	1	0.04%	Maintained
611	WesBanco Bank Wheeling, West Virginia	$69K	+$67.7K	1	0%	New
612	ICOA Investment Centers of America Bismarck, North Dakota	$68K	+$533	1	0.01%	Increased
613	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$66K	+$11.2K	4	0%	Increased
614	SWA Sutton Wealth Advisors Tampa, Florida	$65.9K	$0	4	0.06%	Maintained
615	RegentAtlantic Capital Morristown, New Jersey	$65K	-$15K	1	0.01%	Reduced
616	AAM Auxier Asset Management Aurora, Oregon	$63K	$0	1	0.01%	Maintained
617	Baird Financial Group Milwaukee, Wisconsin	$63K	+$7.07K	1	0%	Increased
618	FCB First Command Bank Fort Worth, Texas	$62K	+$60.8K	1	0.05%	New
619	FCFS First Command Financial Services Fort Worth, Texas	$62K	+$60.8K	1	0.05%	New
620	Colony Group Boston, Massachusetts	$61K	+$59.5K	1	0.01%	New
621	FPFS First Personal Financial Services Charlotte, North Carolina	$60K	+$1.79K	2	0.02%	Increased
622	Scotia Capital Toronto, Ontario, Canada	$60K	-$8.77K	1	0%	Reduced
623	Jones Financial Companies Des Peres, Missouri	$58K	+$57.2K	1	0%	New
624	CA Corrado Advisors Ramsey, New Jersey	$57K	$0	1	0.04%	Maintained
625	LCM Legato Capital Management San Francisco, California	$56.2K	+$53.9K	1	1.01%	New