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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	FA FMA Advisory Harrisburg, Pennsylvania	$74K	-$1.58K	1	0.03%	Reduced
627	PCG Private Capital Group West Hartford, Connecticut	$74K	-$22.7K	5	0.02%	Reduced
628	AIL AGF Investments LLC Toronto, Ontario, Canada	$72K	+$23K	2	0.01%	Increased
629	PHS Pekin Hardy Strauss Chicago, Illinois	$70K	+$11.8K	1	0.01%	Increased
630	MA Mutual Advisors Omaha, Nebraska	$69K	+$71K	1	0.02%	New
631	IF IRON Financial Northbrook, Illinois	$67K	$0	1	0.04%	Maintained
632	Scotia Capital Toronto, Ontario, Canada	$67K	$0	1	0%	Maintained
633	SWA Sutton Wealth Advisors Tampa, Florida	$65.4K	-$55.2K	5	0.05%	Reduced
634	Wealthspire Advisors (Maryland) Potomac, Maryland	$64K	-$51.3K	6	0.01%	Reduced
635	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$63K	-$537K	1	0.01%	Reduced
636	Valeo Financial Advisors Carmel, Indiana	$61K	-$273	2	0.01%	Reduced
637	PAM Peak Asset Management Louisville, Colorado	$60K	$0	1	0.02%	Maintained
638	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$59K	+$61.2K	1	0.05%	New
639	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$59K	$0	1	0%	Maintained
640	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$59K	$0	1	0.01%	Maintained
641	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$58K	$0	1	0.01%	Maintained
642	EA Evanston Advisors Schaumburg, Illinois	$58K	$0	1	0.01%	Maintained
643	FCB First Command Bank Fort Worth, Texas	$55K	$0	1	0.02%	Maintained
644	FCFS First Command Financial Services Fort Worth, Texas	$55K	$0	1	0%	Maintained
645	KBC Group Brussels, Belgium	$55K	-$198K	1	0%	Reduced
646	Whittier Trust South Pasadena, California	$52K	$0	4	0%	Maintained
647	APA American Portfolios Advisors Holbrook, New York	$51.1K	+$3.12K	4	0.01%	Increased
648	Central Trust Company Jefferson City, Missouri	$49K	-$8.64K	2	0%	Reduced
649	FMP Financial Management Professionals Austin, Texas	$49K	$0	3	0.02%	Maintained
650	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$47K	$0	1	0.04%	Maintained