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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	FIB First Interstate Bank Billings, Montana	$154K	-$52.6K	3	0.03%	Reduced
627	FA FDx Advisors Chicago, Illinois	$151K	+$147K	1	0%	New
628	AIM Acrospire Investment Management Chicago, Illinois	$150K	-$8.88K	3	0.14%	Reduced
629	Smithfield Trust Pittsburgh, Pennsylvania	$145K	-$16.2K	2	0.02%	Reduced
630	FCI Financial Counselors Inc Overland Park, Kansas	$143K	-$330	1	0.01%	Reduced
631	CCB Cutter & Co Brokerage Ballwin, Missouri	$142K	+$10.8K	1	0.06%	Increased
632	First National Bank of Omaha Omaha, Nebraska	$141K	+$32K	1	0.01%	Increased
633	PFA Paradigm Financial Advisors Des Peres, Missouri	$136K	-$18K	1	0.07%	Reduced
634	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$135K	+$36.9K	4	0%	Increased
635	Edmond de Rothschild Holding Chambesy, Switzerland	$133K	+$36.9K	2	0%	Increased
636	GS Girard Securities San Diego, California	$129K	$0	1	0.1%	Maintained
637	People's United Financial Bridgeport, Connecticut	$127K	$0	2	0%	Maintained
638	AIA AIMZ Investment Advisors Los Altos, California	$126K	$0	1	0.11%	Maintained
639	GA Geneva Advisors Chicago, Illinois	$125K	-$448K	1	0%	Reduced
640	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$119K	+$116K	1	0.1%	New
641	BOK Financial Tulsa, Oklahoma	$117K	+$76K	1	0%	Increased
642	Geneos Wealth Management Englewood, Colorado	$116K	+$46.6K	5	0.01%	Increased
643	IFWM Institute for Wealth Management Denver, Colorado	$116K	+$113K	1	0.03%	New
644	ED Exane Derivatives Paris, France	$115K	-$243K	1	0.02%	Reduced
645	FCM Flinton Capital Management Philadelphia, Pennsylvania	$115K	+$109K	1	0%	New
646	MC Miles Capital West Des Moines, Iowa	$110K	-$332K	1	0.06%	Reduced
647	NFG Next Financial Group Houston, Texas	$109K	+$2.19K	3	0.03%	Increased
648	SSG Summit Securities Group New York	$109K	-$216K	1	0.02%	Reduced
649	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$108K	+$57.5K	3	0.07%	Increased
650	SWA Sutton Wealth Advisors Tampa, Florida	$103K	+$20.9K	5	0.08%	Increased