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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	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$55K	$0	1	0.01%	Maintained
652	EA Evanston Advisors Schaumburg, Illinois	$55K	$0	1	0.01%	Maintained
653	Members Trust Tampa, Florida	$55K	+$54.3K	1	0%	New
654	PHS Pekin Hardy Strauss Chicago, Illinois	$55K	$0	1	0.01%	Maintained
655	Whittier Trust South Pasadena, California	$53K	+$26.6K	4	0%	Increased
656	FCB First Command Bank Fort Worth, Texas	$52.2K	$0	1	0.03%	Maintained
657	AIL AGF Investments LLC Toronto, Ontario, Canada	$52K	+$26.5K	2	0.01%	Increased
658	FCFS First Command Financial Services Fort Worth, Texas	$52K	$0	1	0%	Maintained
659	MAM Meeder Asset Management Dublin, Ohio	$52K	-$95.9K	2	0%	Reduced
660	RE RBC Europe London, United Kingdom	$50.8K	$0	4	0.01%	Maintained
661	FMP Financial Management Professionals Austin, Texas	$50K	$0	3	0.03%	Maintained
662	VanEck Associates New York	$48K	-$15.4K	1	0%	Reduced
663	APA American Portfolios Advisors Holbrook, New York	$46K	-$13.3K	4	0.01%	Reduced
664	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$45K	-$11.7K	1	0.03%	Reduced
665	PCP Proficio Capital Partners Newton, Massachusetts	$44K	+$22.7K	4	0.01%	Increased
666	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$43K	+$7.64K	5	0.02%	Increased
667	PMFA Plante Moran Financial Advisors Southfield, Michigan	$43K	$0	1	0.02%	Maintained
668	FPFS First Personal Financial Services Charlotte, North Carolina	$42K	-$15.1K	1	0.01%	Reduced
669	CFA Carroll Financial Associates Charlotte, North Carolina	$40K	-$1.88K	2	0%	Reduced
670	JA JOYN Advisors Atlanta, Georgia	$38K	+$34.5K	3	0.01%	New
671	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$38K	$0	1	0%	Maintained
672	LJHT Laurie J. Hall Trustee	$37K	$0	3	0.02%	Maintained
673	VCM Versant Capital Management Phoenix, Arizona	$36K	+$898	5	0.01%	Increased
674	GAM Gemmer Asset Management Walnut Creek, California	$34K	-$13.7K	5	0.01%	Reduced
675	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$34K	+$2.91K	3	0.03%	Increased