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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	Brookstone Capital Management Wheaton, Illinois	$437K	-$108K	1	0.02%	Reduced
602	AAM Aureus Asset Management Boston, Massachusetts	$436K	$0	1	0.04%	Maintained
603	Fulton Bank Lancaster, Pennsylvania	$429K	+$211K	1	0.03%	Increased
604	SWM SeaCrest Wealth Management Purchase, New York	$426K	+$50.2K	1	0.07%	Increased
605	IEQ Capital Foster City, California	$424K	$0	1	0.02%	Maintained
606	IAN Integrated Advisors Network Dallas, Texas	$416K	+$213K	2	0.05%	Increased
607	IAM Iridian Asset Management Westport, Connecticut	$414K	$0	1	0.01%	Maintained
608	WA WealthTrust Axiom Wayne, Pennsylvania	$407K	+$96.4K	2	0.18%	Increased
609	Mirae Asset Global Investments Seoul, South Korea	$403K	+$179K	1	0%	Increased
610	Cetera Advisors Denver, Colorado	$400K	+$130K	2	0.02%	Increased
611	PGAM Princeton Global Asset Management Princeton, New Jersey	$400K	+$529K	2	0.16%	Increased
612	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$399K	+$20.6K	2	0.12%	Increased
613	FAM Formidable Asset Management Cincinnati, Ohio	$396K	-$12.3K	1	0.12%	Reduced
614	AssetMark Inc Concord, California	$394K	-$1.16M	2	0%	Reduced
615	RHBC R.H. Bluestein & Co Birmingham, Michigan	$391K	$0	1	0.02%	Maintained
616	Avantax Advisory Services Dallas, Texas	$389K	+$430K	2	0.01%	New
617	Cornerstone Investment Partners Atlanta, Georgia	$378K	+$102K	3	0.03%	Increased
618	Forvis Mazars Wealth Advisors Springfield, Missouri	$378K	$0	1	0.02%	Maintained
619	ED Exane Derivatives Paris, France	$378K	+$452K	2	0.11%	Increased
620	GC GMT Capital Atlanta, Georgia	$373K	$0	1	0.03%	Maintained
621	Synovus Financial Columbus, Georgia	$372K	-$61.7K	1	0.01%	Reduced
622	Bragg Financial Advisors Charlotte, North Carolina	$371K	+$6.74K	1	0.04%	Increased
623	JWS Juncture Wealth Strategies Scottsdale, Arizona	$369K	+$401K	1	0.25%	New
624	Benjamin F. Edwards & Company St. Louis, Missouri	$368K	-$21.4K	4	0.02%	Reduced
625	SCM Snow Capital Management Sewickley, Pennsylvania	$368K	-$459K	1	0.07%	Reduced