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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	FCFS First Command Financial Services Fort Worth, Texas	$53K	$0	1	0.01%	Maintained
677	Geneos Wealth Management Englewood, Colorado	$53K	+$16.6K	3	0%	Increased
678	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$52K	+$50K	1	0.05%	New
679	Central Trust Company Jefferson City, Missouri	$51K	+$83	2	0%	Increased
680	CFA Carroll Financial Associates Charlotte, North Carolina	$50K	+$2.22K	2	0.01%	Increased
681	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$49K	$0	4	0.02%	Maintained
682	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$46K	+$772	1	0.02%	Increased
683	Whittier Trust South Pasadena, California	$45K	$0	4	0%	Maintained
684	PMFA Plante Moran Financial Advisors Southfield, Michigan	$44K	$0	1	0.01%	Maintained
685	PCP Proficio Capital Partners Newton, Massachusetts	$43K	-$2.17K	4	0.01%	Reduced
686	ONST Old North State Trust Greensboro, North Carolina	$42K	+$42K	1	0.04%	New
687	LJHT Laurie J. Hall Trustee	$36K	$0	2	0.02%	Maintained
688	NFG Next Financial Group Houston, Texas	$36K	+$52.9K	3	0.02%	New
689	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$36K	$0	1	0%	Maintained
690	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$35K	$0	3	0.03%	Maintained
691	WAM Watermark Asset Management San Ramon, California	$34K	-$6.3K	1	0.01%	Reduced
692	TDC Thompson Davis & Co Richmond, Virginia	$33K	-$11.6K	4	0.07%	Reduced
693	GAM Gemmer Asset Management Walnut Creek, California	$32K	-$4.05K	5	0.01%	Reduced
694	Huntington National Bank Columbus, Ohio	$32K	+$5K	2	0%	Increased
695	TPWA TRUE Private Wealth Advisors Salem, Oregon	$31.6K	+$31.5K	2	0%	New
696	Csenge Advisory Group Clearwater, Florida	$31K	+$29.9K	6	0.01%	New
697	TCM Tradewinds Capital Management Bellingham, Washington	$29K	-$1.02K	3	0.01%	Reduced
698	AF Advisornet Financial Minnetonka, Minnesota	$28K	-$13.6K	2	0%	Reduced
699	TL TrueWealth LLC Atlanta, Georgia	$28K	$0	2	0.01%	Maintained
700	First Horizon Advisors Memphis, Tennessee	$26K	$0	3	0%	Maintained