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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	FWM Frontier Wealth Management Kansas City, Missouri	$56K	-$5.02K	1	0.01%	Reduced
702	HL HeadInvest LLC Portland, Maine	$56K	-$31.5K	1	0.02%	Reduced
703	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$56K	-$11.4K	1	0.01%	Reduced
704	TF TimeScale Financial Danvers, Massachusetts	$56K	$0	2	0.02%	Maintained
705	HJIM Henry James International Management New York	$55K	$0	1	0.02%	Maintained
706	Huntington National Bank Columbus, Ohio	$54K	-$11.3K	2	0%	Reduced
707	PAM Peak Asset Management Louisville, Colorado	$54K	+$11.8K	1	0.02%	Increased
708	ICM Islay Capital Management Lubbock, Texas	$53K	+$50.3K	3	0.05%	New
709	AMG National Trust Bank Greenwood Village, Colorado	$52K	-$1.74M	1	0%	Reduced
710	LCS Levin Capital Strategies New York	$52K	-$274K	1	0.01%	Reduced
711	Edmond de Rothschild Holding Chambesy, Switzerland	$51K	$0	1	0%	Maintained
712	LJHT Laurie J. Hall Trustee	$51K	+$9.31K	3	0.02%	Increased
713	RE RBC Europe London, United Kingdom	$49.2K	$0	5	0%	Maintained
714	AAM Auxier Asset Management Aurora, Oregon	$49K	$0	1	0.01%	Maintained
715	BRWM B. Riley Wealth Management Memphis, Tennessee	$49K	-$53.7K	1	0.01%	Reduced
716	FAM Formidable Asset Management Cincinnati, Ohio	$49K	-$24.3K	1	0.02%	Reduced
717	VCP Verus Capital Partners Scottsdale, Arizona	$49K	+$49.2K	2	0.02%	New
718	Pathstone Family Office Englewood, New Jersey	$48.5K	+$42.7K	2	0.01%	Increased
719	BWP Baldwin Wealth Partners Marion, Massachusetts	$48K	$0	1	0.01%	Maintained
720	First Horizon Advisors Memphis, Tennessee	$46K	-$2.39K	3	0%	Reduced
721	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$45K	+$47.2K	1	0.01%	New
722	OFS OneAscent Financial Services Birmingham, Alabama	$45K	+$47.7K	1	0.02%	New
723	VCM Virtue Capital Management Brentwood, Tennessee	$45K	+$47.3K	1	0.01%	New
724	GAM Gemmer Asset Management Walnut Creek, California	$41K	+$621	4	0.01%	Increased
725	AF Advisornet Financial Minnetonka, Minnesota	$40K	-$14.7K	2	0%	Reduced