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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$96K	$0	1	0.02%	Maintained
702	Cresset Asset Management Chicago, Illinois	$95K	-$226K	1	0%	Reduced
703	JIR James Investment Research Alpha, Ohio	$95K	-$170K	1	0.01%	Reduced
704	Valeo Financial Advisors Carmel, Indiana	$95K	-$17.9K	3	0.01%	Reduced
705	FAM Formidable Asset Management Cincinnati, Ohio	$94K	+$99.3K	1	0.03%	New
706	SWM SeaCrest Wealth Management Purchase, New York	$92K	-$307K	1	0.02%	Reduced
707	BWM Buckley Wealth Management Las Vegas, Nevada	$90K	$0	1	0.04%	Maintained
708	Cetera Investment Advisers Schaumburg, Illinois	$90K	-$5.43K	1	0.01%	Reduced
709	PWAC Private Wealth Advisors (California) Fresno, California	$90K	$0	1	0.06%	Maintained
710	ED Exane Derivatives Paris, France	$88.9K	+$2.64K	1	0.02%	Increased
711	IFWM Institute for Wealth Management Denver, Colorado	$88K	+$92.3K	1	0.02%	New
712	Huntington National Bank Columbus, Ohio	$87K	-$213K	4	0%	Reduced
713	CCB Cutter & Co Brokerage Ballwin, Missouri	$86K	-$13.8K	1	0.03%	Reduced
714	HJIM Henry James International Management New York	$85K	+$21	1	0.04%	Increased
715	FWM Frontier Wealth Management Kansas City, Missouri	$82K	+$6.72K	1	0.01%	Increased
716	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$80K	+$8.32K	1	0.01%	Increased
717	KA Kovack Advisors Ft. Lauderdale, Florida	$78K	+$82.3K	1	0.02%	New
718	HWA HCR Wealth Advisors Los Angeles, California	$77K	-$5.83K	1	0.02%	Reduced
719	DI DFPG Investments Sandy, Utah	$76K	+$79.9K	1	0.07%	New
720	MTC McDaniel Terry & Co Austin, Texas	$76K	$0	1	0.01%	Maintained
721	PCG Private Capital Group West Hartford, Connecticut	$76K	-$2.62K	5	0.02%	Reduced
722	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$75K	-$5.45K	1	0.01%	Reduced
723	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$75K	-$1.27K	3	0.02%	Reduced
724	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$75K	+$6.55K	1	0.03%	Increased
725	CPA Capital Planning Advisors Roseville, California	$73K	+$10.5K	1	0.02%	Increased