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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	NFG Next Financial Group Houston, Texas	$101K	-$3.54K	3	0.03%	Reduced
652	VAM Visionary Asset Management Houston, Texas	$99K	+$26.9K	1	0.03%	Increased
653	Caprock Group Boise, Idaho	$97K	+$15.4K	1	0.02%	Increased
654	Huntington National Bank Columbus, Ohio	$97K	+$49.9K	3	0%	Increased
655	BUB BBVA USA Bancshares Houston, Texas	$94K	+$102K	1	0.01%	New
656	Bessemer Group Woodbridge, New Jersey	$92K	-$3.85K	2	0%	Reduced
657	FWM Frontier Wealth Management Kansas City, Missouri	$91K	$0	1	0.01%	Maintained
658	MTC McDaniel Terry & Co Austin, Texas	$91K	$0	1	0.02%	Maintained
659	FPCP Fort Point Capital Partners San Francisco, California	$90K	$0	1	0.04%	Maintained
660	GLRA Gerald L. Ray & Associates Dallas, Texas	$90K	$0	1	0.01%	Maintained
661	Valeo Financial Advisors Carmel, Indiana	$89K	+$95.1K	3	0.02%	New
662	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$88K	+$91.8K	1	0.03%	New
663	SSB Sandy Spring Bank Olney, Maryland	$88K	+$11.2K	2	0.01%	Increased
664	Buckingham Strategic Wealth Clayton, Missouri	$85K	$0	1	0.02%	Maintained
665	Edmond de Rothschild Holding Chambesy, Switzerland	$83K	-$47.3K	1	0%	Reduced
666	WesBanco Bank Wheeling, West Virginia	$83K	$0	1	0%	Maintained
667	Colony Group Boston, Massachusetts	$82K	+$7.28K	1	0.01%	Increased
668	Geneos Wealth Management Englewood, Colorado	$82K	-$36.9K	4	0.01%	Reduced
669	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$82K	$0	1	0.02%	Maintained
670	AAM Auxier Asset Management Aurora, Oregon	$78K	$0	1	0.02%	Maintained
671	CL CPWM LLC Seattle, Washington	$77K	+$684	1	0.02%	Increased
672	SignatureFD Atlanta, Georgia	$77K	+$79.8K	1	0.01%	New
673	Conning Inc Hartford, Connecticut	$74K	$0	1	0%	Maintained
674	SHJ Sharkey, Howes & Javer Denver, Colorado	$74K	$0	1	0.04%	Maintained
675	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$74K	+$24.6K	1	0%	Increased