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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
626	Advisory Services Network Atlanta, Georgia	$45K	+$8.26K	3	0.01%	Increased
627	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	-$19K	1	0.03%	Reduced
628	Quadrant Capital Group Cincinnati, Ohio	$44K	+$21.2K	4	0.03%	Increased
629	WP WealthPLAN Partners Omaha, Nebraska	$42.9K	-$42.2K	2	0.01%	Reduced
630	WA WFG Advisors Dallas, Texas	$42K	-$26K	3	0.01%	Reduced
631	VanEck Associates New York	$38K	-$15.4K	1	0%	Reduced
632	CYG Clean Yield Group Norwich, Vermont	$36K	$0	1	0.02%	Maintained
633	FMP Financial Management Professionals Austin, Texas	$36K	+$4.11K	3	0.02%	Increased
634	NFG Next Financial Group Houston, Texas	$34K	+$2.07K	3	0.01%	Increased
635	AssetMark Inc Concord, California	$32K	-$314	1	0%	Reduced
636	LAM Lebenthal Asset Management New York	$31K	+$26.4K	3	0%	New
637	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$30K	-$7.96K	4	0.03%	Reduced
638	MUFG Americas New York	$30K	-$2.74K	2	0%	Reduced
639	TCM Tradewinds Capital Management Bellingham, Washington	$29K	$0	2	0.02%	Maintained
640	CCM Cribstone Capital Management Augusta, Maine	$27K	$0	2	0.02%	Maintained
641	VNA Valley National Advisers Bethlehem, Pennsylvania	$27K	$0	3	0.01%	Maintained
642	WTB Washington Trust Bank Spokane, Washington	$27K	$0	1	0.01%	Maintained
643	WA Winfield Associates Cleveland, Ohio	$27K	+$1.02K	2	0.02%	Increased
644	BAM Brave Asset Management Summit, New Jersey	$22K	$0	1	0.01%	Maintained
645	First Horizon Advisors Memphis, Tennessee	$22K	-$2.52K	3	0%	Reduced
646	MCM MV Capital Management Bethesda, Maryland	$22K	$0	1	0.01%	Maintained
647	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$22K	$0	1	0%	Maintained
648	JCM Jacobi Capital Management Pittston, Pennsylvania	$21K	$0	1	0.01%	Maintained
649	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$21K	-$3.33K	1	0%	Reduced
650	Wealthspire Advisors (Maryland) Potomac, Maryland	$21K	-$74	3	0%	Reduced