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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
651	Wealthspire Advisors (Maryland) Potomac, Maryland	$103K	+$10K	6	0.01%	Increased
652	Bessemer Group Woodbridge, New Jersey	$97K	+$34.1K	2	0%	Increased
653	Atria Investments Charlotte, North Carolina	$95K	+$92.3K	1	0.01%	New
654	FWM Frontier Wealth Management Kansas City, Missouri	$94K	$0	1	0.01%	Maintained
655	MTC McDaniel Terry & Co Austin, Texas	$94K	$0	1	0.02%	Maintained
656	FCMT Founders Capital Management (Texas) Houston, Texas	$93K	+$87.6K	1	0.08%	New
657	GLRA Gerald L. Ray & Associates Dallas, Texas	$93K	+$90.7K	1	0.01%	New
658	PMFA Plante Moran Financial Advisors Southfield, Michigan	$93K	+$38K	1	0.06%	Increased
659	FPCP Fort Point Capital Partners San Francisco, California	$92K	$0	1	0.05%	Maintained
660	SHJ Sharkey, Howes & Javer Denver, Colorado	$90K	$0	1	0.05%	Maintained
661	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$89K	+$87.4K	1	0.11%	New
662	Buckingham Strategic Wealth Clayton, Missouri	$88K	+$13.8K	1	0.02%	Increased
663	Quadrant Capital Group Cincinnati, Ohio	$87K	+$39.1K	5	0.04%	Increased
664	Caprock Group Boise, Idaho	$85K	+$82.8K	1	0.02%	New
665	WesBanco Bank Wheeling, West Virginia	$85K	$0	1	0%	Maintained
666	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$84K	-$6.72K	1	0.02%	Reduced
667	SM Sciencast Management Princeton, New Jersey	$83K	-$25.8K	1	0.05%	Reduced
668	SSB Sandy Spring Bank Olney, Maryland	$82K	-$66.3K	2	0.01%	Reduced
669	AAM Auxier Asset Management Aurora, Oregon	$81K	$0	1	0.02%	Maintained
670	FCB First Command Bank Fort Worth, Texas	$79K	$0	1	0.05%	Maintained
671	FCFS First Command Financial Services Fort Worth, Texas	$79K	$0	1	0.05%	Maintained
672	Colony Group Boston, Massachusetts	$78K	+$75.7K	1	0.01%	New
673	CL CPWM LLC Seattle, Washington	$78K	+$858	1	0.02%	Increased
674	Conning Inc Hartford, Connecticut	$77K	+$74.5K	1	0%	New
675	VAM Visionary Asset Management Houston, Texas	$75K	+$73.4K	1	0.02%	New