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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	People's United Financial Bridgeport, Connecticut	$53K	+$55.8K	1	0%	New
752	United Capital Financial Advisors Irving, Texas	$53K	-$121K	1	0%	Reduced
753	FGAM Financial Gravity Asset Management Lakeway, Texas	$52K	-$17.8K	5	0.04%	Reduced
754	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$52K	+$95	1	0%	Increased
755	FWM Focused Wealth Management Newburgh, New York	$51K	+$31.2K	3	0.01%	Increased
756	Great Valley Advisor Group Wilmington, Delaware	$51K	+$53	1	0.01%	Increased
757	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$51K	$0	1	0.03%	Maintained
758	FPCP Fort Point Capital Partners San Francisco, California	$50K	+$52.6K	1	0.02%	New
759	Central Trust Company Jefferson City, Missouri	$49K	$0	3	0%	Maintained
760	TF TimeScale Financial Danvers, Massachusetts	$49K	+$46.7K	2	0.02%	New
761	CFA Carroll Financial Associates Charlotte, North Carolina	$48K	-$302K	4	0%	Reduced
762	FCB First Command Bank Fort Worth, Texas	$48K	$0	1	0.02%	Maintained
763	FCFS First Command Financial Services Fort Worth, Texas	$48K	$0	1	0.02%	Maintained
764	Synovus Financial Columbus, Georgia	$48K	-$135K	5	0%	Reduced
765	Algert Global San Francisco, California	$47K	+$59.6K	1	0.02%	New
766	VCM Versant Capital Management Phoenix, Arizona	$47K	-$29.7K	5	0.02%	Reduced
767	PCP Proficio Capital Partners Newton, Massachusetts	$45K	-$35.3K	7	0.02%	Reduced
768	SSB Sandy Spring Bank Olney, Maryland	$43K	$0	1	0%	Maintained
769	CC Colrain Capital Boston, Massachusetts	$42K	$0	1	0.05%	Maintained
770	GSWM Golden State Wealth Management Santa Ana, California	$41K	-$17.1K	4	0.01%	Reduced
771	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$41K	$0	1	0.03%	Maintained
772	First Horizon Advisors Memphis, Tennessee	$39K	+$10.5K	4	0%	Increased
773	PMFA Plante Moran Financial Advisors Southfield, Michigan	$39K	$0	1	0.01%	Maintained
774	RWG Regal Wealth Group Seal Beach, California	$38K	+$39.6K	1	0.03%	New
775	TC Truvestments Capital Sarasota, Florida	$38K	+$25.9K	4	0.03%	Increased