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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	Stock Yards Bank & Trust Louisville, Kentucky	$40K	+$47.9K	1	0%	New
727	AP Advisor Partners Walnut Creek, California	$39K	+$47.4K	1	0%	New
728	CGL Clarius Group LLC Seattle, Washington	$39K	-$18.7K	1	0.01%	Reduced
729	GAM Gemmer Asset Management Walnut Creek, California	$39K	+$2.15K	4	0.01%	Increased
730	AE Wealth Management Topeka, Kansas	$38K	-$613K	1	0%	Reduced
731	AWM AllSquare Wealth Management Albany, New York	$38K	+$40.6K	1	0.03%	New
732	PFM Patton Fund Management Dallas, Texas	$38K	+$45.1K	1	0.02%	New
733	FFG Fortem Financial Group Palm Desert, California	$37K	+$44.6K	1	0.03%	New
734	RE RBC Europe London, United Kingdom	$36.5K	$0	5	0%	Maintained
735	Chicago Partners Investment Group Chicago, Illinois	$36K	+$38.2K	1	0.01%	New
736	EWM Endurance Wealth Management Providence, Rhode Island	$36K	+$42.3K	2	0.01%	Increased
737	VCP Verus Capital Partners Scottsdale, Arizona	$36K	-$2.28K	2	0.01%	Reduced
738	ETrade Capital Management Arlington, Virginia	$35K	+$41.9K	1	0%	New
739	Fifth Third Bancorp Cincinnati, Ohio	$35K	+$7.33K	4	0%	Increased
740	MA Mutual Advisors Omaha, Nebraska	$35K	+$41.4K	1	0%	New
741	PAM Peak Asset Management Louisville, Colorado	$35K	-$11.2K	1	0.01%	Reduced
742	Sequoia Financial Advisors Akron, Ohio	$35K	+$42.2K	1	0%	New
743	CFA Carroll Financial Associates Charlotte, North Carolina	$34K	-$49.9K	3	0%	Reduced
744	DRW Securities Chicago, Illinois	$34K	+$40.6K	1	0%	New
745	Level Four Advisory Services Dallas, Texas	$32K	+$37.5K	1	0%	New
746	WP WealthSource Partners San Luis Obispo, California	$32K	+$38.2K	1	0.01%	New
747	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$31K	+$37.2K	1	0%	New
748	Crestwood Advisors Group Boston, Massachusetts	$31K	$0	1	0%	Maintained
749	PHS Pekin Hardy Strauss Chicago, Illinois	$31K	$0	1	0.01%	Maintained
750	TNA True North Advisors Dallas, Texas	$31K	$0	1	0.01%	Maintained