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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
751	NFH NEXT Financial Holdings Houston, Texas	$67K	+$70.4K	4	0.02%	New
752	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$66K	$0	1	0.08%	Maintained
753	PAM Peak Asset Management Louisville, Colorado	$65K	$0	1	0.02%	Maintained
754	WRM Weybosset Research & Management Province, Rhode Island	$65K	$0	1	0.04%	Maintained
755	FCA FinTrust Capital Advisors Greenville, South Carolina	$64K	+$59.3K	2	0.03%	Increased
756	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$60K	+$13.5K	3	0.01%	Increased
757	Great Valley Advisor Group Wilmington, Delaware	$59K	$0	1	0.02%	Maintained
758	MWM Mascoma Wealth Management Hanover, New Hampshire	$59K	+$38.8K	1	0.04%	Increased
759	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$59K	-$43	1	0%	Reduced
760	FMP Financial Management Professionals Austin, Texas	$58K	$0	3	0.02%	Maintained
761	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$58K	$0	1	0.04%	Maintained
762	VCM Vigilant Capital Management Portland, Maine	$58K	+$61.8K	1	0.01%	New
763	WP WealthPLAN Partners Omaha, Nebraska	$58K	-$6.38K	1	0.01%	Reduced
764	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$57K	$0	1	0.01%	Maintained
765	Plancorp LLC Saint Louis, Missouri	$57K	+$61.2K	1	0.02%	New
766	FCB First Command Bank Fort Worth, Texas	$55K	$0	1	0.03%	Maintained
767	FCFS First Command Financial Services Fort Worth, Texas	$55K	$0	1	0.03%	Maintained
768	APA American Portfolios Advisors Holbrook, New York	$54.1K	+$1.63K	4	0.01%	Increased
769	Central Trust Company Jefferson City, Missouri	$51K	+$1.22K	3	0%	Increased
770	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$51K	-$19.7K	2	0.01%	Reduced
771	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$50K	-$11.6K	2	0%	Reduced
772	CC Colrain Capital Boston, Massachusetts	$46K	$0	1	0.05%	Maintained
773	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$46K	+$49.7K	1	0.01%	New
774	PMFA Plante Moran Financial Advisors Southfield, Michigan	$45K	$0	1	0.01%	Maintained
775	SSB Sandy Spring Bank Olney, Maryland	$45K	-$24K	1	0%	Reduced