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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	WAM Watermark Asset Management San Ramon, California	$34K	$0	1	0.01%	Maintained
677	TCM Tradewinds Capital Management Bellingham, Washington	$30K	$0	3	0.01%	Maintained
678	VCM Virtue Capital Management Brentwood, Tennessee	$30K	+$6.57K	2	0.02%	Increased
679	YWP YorkBridge Wealth Partners New York	$30K	+$4.07K	1	0.01%	Increased
680	AF Advisornet Financial Minnetonka, Minnesota	$29K	$0	2	0%	Maintained
681	OneDigital Investment Advisors Overland Park, Kansas	$28K	-$77.7K	2	0.01%	Reduced
682	MCM MV Capital Management Bethesda, Maryland	$26K	$0	1	0.01%	Maintained
683	Peconic Partners New York	$25K	+$31.1K	1	0%	New
684	JCM Jacobi Capital Management Pittston, Pennsylvania	$23K	+$7.75K	2	0.01%	Increased
685	CIBC Private Wealth Group Atlanta, Georgia	$22K	-$146K	4	0%	Reduced
686	FWM Focused Wealth Management Newburgh, New York	$22K	-$287	3	0.01%	Reduced
687	LNB Ledyard National Bank	$22K	$0	2	0%	Maintained
688	TCI Wealth Advisors Tucson, Arizona	$21K	-$287	6	0.01%	Reduced
689	Avantax Planning Partners Dubuque, Iowa	$19K	+$17.6K	5	0%	New
690	Chicago Partners Investment Group Chicago, Illinois	$19K	+$7.14K	3	0%	Increased
691	First Horizon Advisors Memphis, Tennessee	$19K	-$16K	2	0%	Reduced
692	Regions Financial Corp Birmingham, Alabama	$19K	-$5.92K	6	0%	Reduced
693	Synovus Financial Columbus, Georgia	$19K	+$19.4K	4	0%	New
694	CC Claybrook Capital Wellesley, Massachusetts	$18K	$0	1	0.01%	Maintained
695	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$18K	-$21K	5	0.01%	Reduced
696	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$16K	$0	2	0.02%	Maintained
697	Parallel Advisors San Francisco, California	$16K	+$2.78K	3	0%	Increased
698	SFM Signet Financial Management Parsippany, New Jersey	$16K	+$13.9K	2	0%	New
699	ADL Asset Dedication LLC San Francisco, California	$15K	$0	1	0.01%	Maintained
700	DZ Bank Frankfurt Am Main, Germany	$15K	+$13.3K	1	0%	New