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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	PCP Proficio Capital Partners Newton, Massachusetts	$47K	$0	4	0.02%	Maintained
652	Regions Financial Corp Birmingham, Alabama	$47K	+$25.9K	6	0%	Increased
653	RE RBC Europe London, United Kingdom	$46.7K	-$60	4	0.01%	Reduced
654	Peconic Partners New York	$45K	$0	1	0.01%	Maintained
655	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	$0	1	0.02%	Maintained
656	VanEck Associates New York	$44K	$0	1	0%	Maintained
657	CFA Carroll Financial Associates Charlotte, North Carolina	$43K	+$290	2	0%	Increased
658	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$43K	-$966	5	0.02%	Reduced
659	Geneos Wealth Management Englewood, Colorado	$42K	-$21.8K	3	0%	Reduced
660	AF Advisornet Financial Minnetonka, Minnesota	$41K	+$12.7K	4	0.01%	Increased
661	TDC Thompson Davis & Co Richmond, Virginia	$41K	-$339K	2	0.1%	Reduced
662	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$36K	$0	3	0.03%	Maintained
663	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$35K	$0	1	0%	Maintained
664	WAM Watermark Asset Management San Ramon, California	$35K	$0	1	0.01%	Maintained
665	LJHT Laurie J. Hall Trustee	$34K	-$1K	2	0.02%	Reduced
666	VCM Versant Capital Management Phoenix, Arizona	$34K	-$4.03K	5	0.01%	Reduced
667	GAM Gemmer Asset Management Walnut Creek, California	$33K	-$379	5	0.01%	Reduced
668	LNB Ledyard National Bank	$33K	$0	2	0%	Maintained
669	OneDigital Investment Advisors Overland Park, Kansas	$32K	-$2.07K	2	0.01%	Reduced
670	First Horizon Advisors Memphis, Tennessee	$29K	+$9.4K	3	0%	Increased
671	TCM Tradewinds Capital Management Bellingham, Washington	$29K	$0	3	0.01%	Maintained
672	Huntington National Bank Columbus, Ohio	$28K	-$105K	1	0%	Reduced
673	MCM MV Capital Management Bethesda, Maryland	$27K	$0	1	0.01%	Maintained
674	TL TrueWealth LLC Atlanta, Georgia	$27K	+$26.5K	2	0.01%	Increased
675	LFA Legacy Financial Advisors Covington, Kentucky	$25K	+$10.1K	2	0.01%	Increased