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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
701	WhitTier Trust Company Reno, Nevada	$5K	$0	3	0%	Maintained
702	GEA Glen Eagle Advisors Kingston, New Jersey	$4.81K	+$4.71K	1	0%	New
703	MAM Meeder Asset Management Dublin, Ohio	$4K	+$4.62K	2	0%	New
704	OC Oakworth Capital Birmingham, Alabama	$4K	$0	2	0%	Maintained
705	Steward Partners Investment Advisory New York	$4K	+$4.26K	1	0%	New
706	CHP Cable Hill Partners Portland, Oregon	$3K	-$1.87K	2	0%	Reduced
707	ECM Elgethun Capital Management Sioux Falls, South Dakota	$3K	+$2.77K	2	0%	New
708	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$3K	$0	1	0%	Maintained
709	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	+$2.67K	4	0%	Increased
710	PCA Peddock Capital Advisors Braintree, Massachusetts	$3K	$0	1	0%	Maintained
711	PSC Prentiss Smith & Co Brattleboro, Vermont	$3K	$0	1	0%	Maintained
712	Quadrant Capital Group Cincinnati, Ohio	$3K	-$36.4K	4	0%	Reduced
713	RWM Raffa Wealth Management Washington, District of Columbia	$2.9K	+$710	4	0%	Increased
714	Allworth Financial Folsom, California	$2K	$0	2	0%	Maintained
715	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	+$38	1	0%	Increased
716	CPA Clear Perspective Advisors Aurora, Illinois	$2K	+$2.15K	1	0%	New
717	EA Edge Advisors Atlanta, Georgia	$2K	+$3.59K	2	0%	New
718	Flow Traders U.S. New York	$2K	-$52.8K	1	0%	Reduced
719	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$2K	-$199	2	0%	Reduced
720	Gradient Investments Arden Hills, Minnesota	$2K	+$1.52K	1	0%	New
721	IWA IBEX Wealth Advisors Bedminster, New Jersey	$2K	+$1.51K	1	0%	New
722	IHT Wealth Management Chicago, Illinois	$2K	+$1.84K	2	0%	New
723	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
724	MUFG Americas New York	$2K	-$23.5K	1	0%	Reduced
725	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	+$1.89K	1	0%	New