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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	WA WealthTrust Axiom Wayne, Pennsylvania	$372K	+$199K	2	0.16%	Increased
652	Sigma Planning Corp Ann Arbor, Michigan	$371K	+$277K	2	0.02%	Increased
653	CNC Canandaigua National Corp Canandaigua, New York	$368K	+$338K	1	0.07%	New
654	FHA Flagship Harbor Advisors Boston, Massachusetts	$367K	+$105K	4	0.05%	Increased
655	AWM Altavista Wealth Management Asheville, North Carolina	$363K	-$1.51K	1	0.11%	Reduced
656	Dakota Wealth Management Palm Beach Gardens, Florida	$360K	+$337K	1	0.06%	New
657	Exchange Traded Concepts Oklahoma City, Oklahoma	$358K	+$329K	1	0.06%	New
658	PRC Pearl River Capital Niles, Michigan	$349K	+$155K	1	0.17%	Increased
659	Cornerstone Investment Partners Atlanta, Georgia	$348K	-$42.8K	2	0.02%	Reduced
660	Old Mission Capital Chicago, Illinois	$347K	-$6.48M	1	0.02%	Reduced
661	OR Olympiad Research Stamford, Connecticut	$344K	+$330K	2	0.24%	New
662	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
663	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$338K	+$189K	2	0.03%	Increased
664	HC Henshaw Capital Woburn, Massachusetts	$337K	-$57.3K	1	0.03%	Reduced
665	Korea Investment Corp Seoul, South Korea	$336K	+$308K	1	0%	New
666	ECM Everence Capital Management Goshen, Indiana	$334K	$0	2	0.04%	Maintained
667	NL NVWM LLC Yardley, Pennsylvania	$327K	+$306K	1	0.18%	Increased
668	QI Qtron Investments Boston, Massachusetts	$327K	+$300K	1	0.13%	New
669	PTC Petrus Trust Company Dallas, Texas	$323K	+$306K	2	0.04%	New
670	EMG ETF Managers Group Summit, New Jersey	$321K	-$406K	1	0.01%	Reduced
671	TD Private Client Wealth New York	$320K	+$274K	1	0.02%	Increased
672	YMRC Yorktown Management & Research Company Forest, Virginia	$320K	+$293K	1	0.29%	New
673	VI Versor Investments New York	$319K	-$3.81K	1	0.03%	Reduced
674	LI Leap Investments Chicago, Illinois	$318K	-$69.2K	1	0.21%	Reduced
675	SPM Symmetry Peak Management Radnor, Pennsylvania	$318K	+$270K	1	0.26%	New