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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	JCM Jacobi Capital Management Pittston, Pennsylvania	$30K	+$5.76K	3	0.01%	Increased
752	CFFP Center for Financial Planning Southfied, Michigan	$29K	$0	1	0.01%	Maintained
753	Larson Financial Group St Louis, Missouri	$29K	+$32.5K	2	0.02%	Increased
754	First Horizon Advisors Memphis, Tennessee	$24K	-$16.8K	2	0%	Reduced
755	PMFA Plante Moran Financial Advisors Southfield, Michigan	$24K	$0	1	0.01%	Maintained
756	WQ Wealth Quarterback Toms River, New Jersey	$23K	+$138	3	0.02%	Increased
757	Pacer Advisors Malvern, Pennsylvania	$21K	-$5.6M	1	0%	Reduced
758	PCG Private Capital Group West Hartford, Connecticut	$21K	-$50.6K	3	0.01%	Reduced
759	HB Horizon Bancorp Michigan City, Indiana	$20K	+$19.5K	1	0.03%	Increased
760	CWP CFM Wealth Partners Austin, Texas	$19K	+$23.2K	1	0.01%	Increased
761	LWA Lenox Wealth Advisors New York	$19K	+$1.82K	2	0%	Increased
762	Procyon Advisors Shelton, Connecticut	$18K	-$4.24K	3	0.01%	Reduced
763	TCM Tradewinds Capital Management Bellingham, Washington	$18K	-$9.54K	4	0.01%	Reduced
764	BCA Berman Capital Advisors Atlanta, Georgia	$17K	+$10.5K	7	0.01%	Increased
765	FWM Focused Wealth Management Newburgh, New York	$17K	+$1.49K	3	0%	Increased
766	LC Lindbrook Capital Calabasas, California	$17K	-$4.51K	4	0.01%	Reduced
767	VCM Versant Capital Management Phoenix, Arizona	$17K	+$1.74K	4	0.01%	Increased
768	BFC Bedel Financial Consulting Indianapolis, Indiana	$16K	+$574	3	0.01%	Increased
769	Bessemer Group Woodbridge, New Jersey	$15K	-$15	1	0%	Reduced
770	TIM Tortoise Investment Management White Plains, New York	$15K	+$1.27K	2	0%	Increased
771	OFG OmniStar Financial Group Wilmington, North Carolina	$14K	+$14.4K	2	0.01%	New
772	POIA Pin Oak Investment Advisors Houston, Texas	$14K	+$14.4K	1	0.01%	New
773	MassMutual Private Wealth & Trust Windsor, Connecticut	$13K	-$14K	2	0%	Reduced
774	Allworth Financial Folsom, California	$12K	+$1.3K	2	0%	Increased
775	Farmers & Merchants Investments Inc Lincoln, Nebraska	$12K	+$9.56K	2	0%	Increased