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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	FWM Frontier Wealth Management Kansas City, Missouri	$88K	+$90	1	0.01%	Increased
652	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$88K	+$101K	1	0.1%	New
653	BCM Bluefin Capital Management New York	$87K	$0	1	0.01%	Maintained
654	FCM Flinton Capital Management Philadelphia, Pennsylvania	$84K	+$32.2K	1	0%	Increased
655	WP WealthPLAN Partners Omaha, Nebraska	$84K	+$74.4K	1	0.01%	New
656	FHA Flagship Harbor Advisors Boston, Massachusetts	$82K	-$39.5K	4	0.02%	Reduced
657	Edmond de Rothschild Holding Chambesy, Switzerland	$79K	$0	1	0%	Maintained
658	FA FMA Advisory Harrisburg, Pennsylvania	$78K	-$16.8K	1	0.04%	Reduced
659	MA Mutual Advisors Omaha, Nebraska	$77K	+$6.94K	1	0.02%	Increased
660	WesBanco Bank Wheeling, West Virginia	$77K	$0	1	0%	Maintained
661	3C 361 Capital Denver, Colorado	$76K	+$73.7K	1	0.02%	New
662	AAM Auxier Asset Management Aurora, Oregon	$76K	$0	1	0.02%	Maintained
663	LC Lindbrook Capital Calabasas, California	$75K	+$72.7K	1	0.04%	New
664	Valeo Financial Advisors Carmel, Indiana	$73K	-$2.03K	3	0.01%	Reduced
665	Bessemer Group Woodbridge, New Jersey	$72K	-$7.61K	3	0%	Reduced
666	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$71K	-$7.96K	2	0.02%	Reduced
667	Caption Management Oklahoma City, Oklahoma	$70K	-$191K	1	0.01%	Reduced
668	PHS Pekin Hardy Strauss Chicago, Illinois	$70K	$0	1	0.01%	Maintained
669	Scotia Capital Toronto, Ontario, Canada	$70K	-$2.25K	1	0%	Reduced
670	Global Retirement Partners San Rafael, California	$69K	-$27.9K	4	0.02%	Reduced
671	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$68K	+$65.2K	1	0.09%	New
672	Simon Quick Advisors Morristown, New Jersey	$68K	$0	1	0.02%	Maintained
673	Evergreen Capital Management Bellevue, Washington	$67K	+$887	1	0.01%	Increased
674	PAM Peak Asset Management Louisville, Colorado	$66K	$0	1	0.02%	Maintained
675	WRM Weybosset Research & Management Province, Rhode Island	$66K	+$63.8K	1	0.05%	New