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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	AF Aldebaran Financial	$500K	-$84.4K	1	0.68%	Reduced
602	Cetera Advisors Denver, Colorado	$494K	-$221K	2	0.01%	Reduced
603	Fulton Bank Lancaster, Pennsylvania	$488K	+$1.5K	2	0.02%	Increased
604	Mission Wealth Management Santa Barbara, California	$487K	-$8.66K	2	0.02%	Reduced
605	SCM SOL Capital Management Rockville, Maryland	$486K	-$142K	1	0.07%	Reduced
606	Focus Financial Network Minneapolis, Minnesota	$483K	-$279K	1	0.03%	Reduced
607	Waverly Advisors Birmingham, Alabama	$483K	$0	1	0.02%	Maintained
608	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$475K	-$1.42M	1	0.1%	Reduced
609	Stratos Wealth Partners Beachwood, Ohio	$473K	-$207K	1	0.01%	Reduced
610	QT Quantamental Technologies White Plains, New York	$473K	-$107K	1	0.2%	Reduced
611	Quadrant Capital Group Cincinnati, Ohio	$466K	-$89.2K	7	0.05%	Reduced
612	GA Greenspring Advisors Towson, Maryland	$465K	$0	1	0.14%	Maintained
613	WWM Wolff Wiese Magana Carslbad, California	$463K	+$118K	3	0.36%	Increased
614	INTECH Investment Management West Palm Beach, Florida	$461K	-$81.6K	1	0%	Reduced
615	HCM Hilton Capital Management Garden City, New York	$461K	+$66.8K	2	0.06%	Increased
616	JB Capital Wethersfield, Connecticut	$461K	+$65.8K	1	0.04%	Increased
617	IB Intrust Bank Wichita, Kansas	$460K	-$56.2K	1	0.06%	Reduced
618	SFP Sweet Financial Partners Fairmont, Minnesota	$458K	+$87.5K	1	0.12%	Increased
619	QC Quent Capital New York	$458K	$0	4	0.07%	Maintained
620	RSC Red Spruce Capital Berwyn, Pennsylvania	$456K	-$9.8K	1	0.25%	Reduced
621	MGO One Seven Beachwood, Ohio	$448K	-$354K	2	0.04%	Reduced
622	BIP Wealth Atlanta, Georgia	$445K	+$387K	2	0.04%	New
623	Kestra Private Wealth Services Austin, Texas	$443K	-$35.1K	2	0.02%	Reduced
624	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$434K	$0	1	0.14%	Maintained
625	HWM Hohimer Wealth Management Seattle, Washington	$432K	-$425K	2	0.12%	Reduced