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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
726	MML Investors Services Springfield, Massachusetts	$72K	+$553	1	0%	Increased
727	Crestwood Advisors Group Boston, Massachusetts	$70K	+$73.7K	1	0%	New
728	BRWM B. Riley Wealth Management Memphis, Tennessee	$69K	-$210K	1	0.01%	Reduced
729	MA Mutual Advisors Omaha, Nebraska	$69K	+$2.92K	1	0.01%	Increased
730	Edmond de Rothschild Holding Chambesy, Switzerland	$68K	$0	1	0%	Maintained
731	FA FMA Advisory Harrisburg, Pennsylvania	$67K	+$16	1	0.03%	Increased
732	SRC Sage Rhino Capital Menlo Park, California	$67K	-$8.87K	1	0.04%	Reduced
733	AAM Auxier Asset Management Aurora, Oregon	$66K	$0	1	0.01%	Maintained
734	Ballentine Partners Waltham, Massachusetts	$66K	+$69.8K	1	0%	New
735	MWM Mascoma Wealth Management Hanover, New Hampshire	$65K	$0	1	0.04%	Maintained
736	WP WealthPLAN Partners Omaha, Nebraska	$64K	-$1.32K	1	0.01%	Reduced
737	Lincoln National Corp Radnor, Pennsylvania	$63K	+$66.7K	1	0%	New
738	Empirical Wealth Management Seattle, Washington	$62K	+$65.2K	1	0.01%	New
739	QC QCM Cayman Houston, Texas	$62K	+$65.2K	1	1.32%	New
740	SWA Sutton Wealth Advisors Tampa, Florida	$61.9K	+$16.4K	5	0.04%	Increased
741	FMP Financial Management Professionals Austin, Texas	$61K	$0	3	0.02%	Maintained
742	PHS Pekin Hardy Strauss Chicago, Illinois	$61K	$0	1	0.01%	Maintained
743	DWM Doyle Wealth Management St. Petersburg, Florida	$60K	+$59.5K	2	0.01%	New
744	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$58K	$0	1	0.07%	Maintained
745	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$58K	+$52.6K	2	0.01%	Increased
746	Cerity Partners New York	$57K	+$59.5K	1	0%	New
747	PAM Peak Asset Management Louisville, Colorado	$57K	$0	1	0.02%	Maintained
748	AFP Ausdal Financial Partners Davenport, Iowa	$55K	+$52.9K	1	0.02%	New
749	Fiduciary Trust Boston, Massachusetts	$53K	+$55.4K	1	0%	New
750	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$53K	+$7.63K	3	0.01%	Increased