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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
676	Quadrant Capital Group Cincinnati, Ohio	$51K	+$44.8K	4	0.02%	Increased
677	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$48K	-$1K	1	0.03%	Reduced
678	PMFA Plante Moran Financial Advisors Southfield, Michigan	$48K	+$5.03K	1	0.03%	Increased
679	Central Trust Company Jefferson City, Missouri	$47K	$0	2	0%	Maintained
680	WAM Watermark Asset Management San Ramon, California	$44K	+$45.7K	1	0.02%	New
681	FMP Financial Management Professionals Austin, Texas	$43K	-$88	3	0.02%	Reduced
682	IDBONY Israel Discount Bank of New York New York	$43K	$0	1	0.04%	Maintained
683	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$42K	+$46.6K	1	0.03%	New
684	CFA Carroll Financial Associates Charlotte, North Carolina	$38K	+$35.3K	2	0%	Increased
685	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$38K	+$2.52K	5	0.02%	Increased
686	AssetMark Inc Concord, California	$37K	$0	1	0%	Maintained
687	Huntington National Bank Columbus, Ohio	$37K	-$27.2K	3	0%	Reduced
688	WA Winfield Associates Cleveland, Ohio	$36K	+$4.33K	2	0.02%	Increased
689	LJHT Laurie J. Hall Trustee	$35.1K	+$11.6K	2	0.02%	Increased
690	BOK Financial Tulsa, Oklahoma	$33K	+$27.4K	1	0%	New
691	Balentine LLC Atlanta, Georgia	$32K	+$5.19K	1	0%	Increased
692	TCM Tradewinds Capital Management Bellingham, Washington	$31K	-$2.79K	3	0.02%	Reduced
693	LNB Ledyard National Bank	$30K	$0	1	0%	Maintained
694	First Horizon Advisors Memphis, Tennessee	$28K	+$855	2	0%	Increased
695	GAM Gemmer Asset Management Walnut Creek, California	$27K	+$2.47K	4	0.01%	Increased
696	WTB Washington Trust Bank Spokane, Washington	$25K	+$55	1	0.01%	Increased
697	MCM MV Capital Management Bethesda, Maryland	$24K	$0	1	0.01%	Maintained
698	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$23K	$0	1	0%	Maintained
699	HCM Herndon Capital Management Atlanta, Georgia	$21K	+$5.56K	1	0%	Increased
700	MI Markston International White Plains, New York	$21K	-$261K	1	0%	Reduced