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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	OFW Omnia Family Wealth Aventura, Florida	$26K	+$2.16K	1	0.01%	Increased
702	OneDigital Investment Advisors Overland Park, Kansas	$25K	$0	2	0.01%	Maintained
703	Peconic Partners New York	$25K	$0	1	0.01%	Maintained
704	EWM Elmwood Wealth Management Berkeley, California	$24.2K	+$23.9K	1	0.02%	Increased
705	CAPTRUST Financial Advisors Raleigh, North Carolina	$24K	+$25.6K	3	0%	Increased
706	JCM Jacobi Capital Management Pittston, Pennsylvania	$24K	$0	2	0.01%	Maintained
707	LFA Legacy Financial Advisors Covington, Kentucky	$24K	-$1.16K	2	0.01%	Reduced
708	VCM Versant Capital Management Phoenix, Arizona	$24K	-$11.1K	5	0.01%	Reduced
709	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$21K	+$2.95K	5	0.01%	Increased
710	LNB Ledyard National Bank	$21K	$0	2	0%	Maintained
711	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$21K	+$22.4K	1	0%	New
712	ZB Zions Bancorporation Salt Lake City, Utah	$21K	+$21.2K	2	0.01%	New
713	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$20K	+$1.91K	3	0.01%	Increased
714	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$20K	+$20.8K	2	0.02%	New
715	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$19K	+$18.3K	2	0%	Increased
716	TC Truvestments Capital Sarasota, Florida	$19K	+$17.4K	2	0.01%	New
717	ADL Asset Dedication LLC San Francisco, California	$18K	-$11	1	0.01%	Reduced
718	CC Claybrook Capital Wellesley, Massachusetts	$18K	$0	1	0.01%	Maintained
719	MWM Mascoma Wealth Management Hanover, New Hampshire	$18K	$0	1	0.01%	Maintained
720	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$17K	$0	2	0.02%	Maintained
721	JA JOYN Advisors Atlanta, Georgia	$17K	+$5.03K	6	0%	Increased
722	TCI Wealth Advisors Tucson, Arizona	$17K	-$2.45K	7	0.01%	Reduced
723	AIM Advantage Investment Management Cedar Rapids, Iowa	$16K	$0	2	0.01%	Maintained
724	Avantax Planning Partners Dubuque, Iowa	$16K	+$15.8K	3	0%	New
725	CAL Capital Advisors Ltd Shaker Heights, Ohio	$16K	+$16.1K	1	0%	New