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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	People's United Financial Bridgeport, Connecticut	$40K	+$94	1	0%	Increased
727	TCM Traynor Capital Management Malvern, Pennsylvania	$40K	+$43.3K	1	0.01%	New
728	Johnson Investment Counsel Cincinnati, Ohio	$39K	+$41.9K	1	0%	New
729	Great Valley Advisor Group Wilmington, Delaware	$38K	+$370	1	0.01%	Increased
730	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$38K	$0	1	0%	Maintained
731	Crestwood Advisors Group Boston, Massachusetts	$37K	$0	1	0%	Maintained
732	PHS Pekin Hardy Strauss Chicago, Illinois	$37K	-$7.86K	1	0.01%	Reduced
733	TNA True North Advisors Dallas, Texas	$37K	+$39.3K	1	0.01%	New
734	CFFP Center for Financial Planning Southfied, Michigan	$34K	+$31.9K	1	0.01%	New
735	Fifth Third Bancorp Cincinnati, Ohio	$34K	-$109K	3	0%	Reduced
736	FIB First Interstate Bank Billings, Montana	$34K	+$3.19K	2	0.01%	Increased
737	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$31K	-$55K	3	0%	Reduced
738	JCM Jacobi Capital Management Pittston, Pennsylvania	$30K	+$689	3	0.01%	Increased
739	TCM Tradewinds Capital Management Bellingham, Washington	$30K	+$1.63K	4	0.01%	Increased
740	MassMutual Private Wealth & Trust Windsor, Connecticut	$29K	-$7.88K	3	0%	Reduced
741	PMFA Plante Moran Financial Advisors Southfield, Michigan	$29K	$0	1	0.01%	Maintained
742	Altshuler Shaham Tel Aviv, Israel	$28K	+$24.8K	1	0%	New
743	WCG Weaver Consulting Group Huntington Beach, California	$27K	+$15.9K	2	0.01%	Increased
744	WQ Wealth Quarterback Toms River, New Jersey	$26.1K	+$25K	3	0.02%	New
745	LC Lindbrook Capital Calabasas, California	$24K	-$13K	1	0.01%	Reduced
746	RWB RMR Wealth Builders Montclair, New Jersey	$24K	+$24.1K	2	0.02%	New
747	Procyon Advisors Shelton, Connecticut	$23K	+$20.1K	3	0.01%	New
748	VCM Versant Capital Management Phoenix, Arizona	$20K	-$49.4K	4	0.01%	Reduced
749	FPB First PREMIER Bank Sioux Falls, South Dakota	$19K	$0	1	0.01%	Maintained
750	Bessemer Group Woodbridge, New Jersey	$18K	-$2K	2	0%	Reduced