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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	FPFS First Personal Financial Services Charlotte, North Carolina	$51K	-$7K	1	0.01%	Reduced
702	Central Trust Company Jefferson City, Missouri	$46K	+$28K	2	0%	Increased
703	PCP Proficio Capital Partners Newton, Massachusetts	$46K	-$12.8K	4	0.02%	Reduced
704	First Horizon Advisors Memphis, Tennessee	$45K	+$18.1K	3	0%	Increased
705	WA WealthTrust-Arizona Scottsdale, Arizona	$45K	+$34.4K	2	0.02%	Increased
706	RE RBC Europe London, United Kingdom	$44.6K	+$47.5K	4	0.01%	New
707	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$44K	-$58K	1	0.03%	Reduced
708	CFA Carroll Financial Associates Charlotte, North Carolina	$43K	+$12	2	0%	Increased
709	MUS Mitsubishi UFJ Securities Tokyo, Japan	$43K	+$46.5K	1	0.21%	New
710	WA Winfield Associates Cleveland, Ohio	$42K	-$404	2	0.02%	Reduced
711	FMP Financial Management Professionals Austin, Texas	$41K	$0	3	0.02%	Maintained
712	WAM Watermark Asset Management San Ramon, California	$41K	$0	1	0.02%	Maintained
713	NSIM North Star Investment Management Chicago, Illinois	$40K	+$6.21K	2	0.01%	Increased
714	IDBONY Israel Discount Bank of New York New York	$38K	$0	1	0.03%	Maintained
715	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$37K	-$2.24K	5	0.03%	Reduced
716	SFM Signature Financial Management Norfolk, Virginia	$37K	+$69.1K	1	0.01%	New
717	LNB Ledyard National Bank	$35K	$0	1	0%	Maintained
718	VCM Versant Capital Management Phoenix, Arizona	$33K	-$16.5K	6	0.02%	Reduced
719	HCM Horrell Capital Management Little Rock, Arkansas	$30K	-$1.69M	1	0.02%	Reduced
720	AIL AGF Investments LLC Toronto, Ontario, Canada	$29K	+$9.88K	2	0.01%	Increased
721	Balentine LLC Atlanta, Georgia	$29K	$0	1	0%	Maintained
722	TCM Tradewinds Capital Management Bellingham, Washington	$29K	$0	3	0.01%	Maintained
723	ZB Zions Bancorporation Salt Lake City, Utah	$29K	+$23.2K	1	0%	Increased
724	WTB Washington Trust Bank Spokane, Washington	$28K	-$46.6K	1	0%	Reduced
725	GAM Gemmer Asset Management Walnut Creek, California	$27K	+$58	4	0.01%	Increased