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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
776	Credit Agricole Montrouge Cedex, France	$7K	-$2.37M	1	0%	Reduced
777	FCA FinTrust Capital Advisors Greenville, South Carolina	$7K	+$6.74K	1	0%	New
778	TD Ameritrade Investment Management Omaha, Nebraska	$7K	+$222	1	0%	Increased
779	WTB Washington Trust Bank Spokane, Washington	$7K	+$5.61K	1	0%	Increased
780	Citizens Financial Group Providence, Rhode Island	$6K	$0	2	0%	Maintained
781	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$6K	+$7.24K	2	0%	Increased
782	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	$0	1	0.01%	Maintained
783	KL KWMG LLC Overland Park, Kansas	$5K	$0	1	0%	Maintained
784	Arax Advisory Partners Denver, Colorado	$4K	+$4.92K	1	0%	New
785	SBL Sargent Bickham Lagudis Boulder, Colorado	$4K	+$4.92K	1	0%	New
786	BCA Berman Capital Advisors Atlanta, Georgia	$3K	+$3.99K	1	0%	New
787	CHP Cable Hill Partners Portland, Oregon	$3K	$0	1	0%	Maintained
788	CA Claro Advisors Boston, Massachusetts	$3K	+$3.39K	2	0%	New
789	HT Heritage Trust Oklahoma City, Oklahoma	$3K	+$258	1	0%	Increased
790	HAM Highstreet Asset Management London, Ontario, Canada	$3K	-$729	1	0%	Reduced
791	HS Horan Securities Cincinnati, United States	$3K	+$3.1K	1	0%	New
792	MCF Advisors Covington, Kentucky	$3K	-$1.58K	1	0%	Reduced
793	MCA Mercer Capital Advisers Little Silver, New Jersey	$3K	$0	1	0%	Maintained
794	RFA Reilly Financial Advisors La Mesa, California	$3K	$0	1	0%	Maintained
795	SIM Sonora Investment Management Tucson, Arizona	$3K	$0	2	0%	Maintained
796	SMFS Squar Milner Financial Services Irvine, California	$3K	-$2.66K	1	0%	Reduced
797	Allworth Financial Folsom, California	$2K	$0	2	0%	Maintained
798	BWA BDO Wealth Advisors Jacksonville, Florida	$2K	-$1.18K	1	0%	Reduced
799	FRA Front Row Advisors Tiburon, California	$2K	-$11	1	0%	Reduced
800	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$2K	$0	1	0%	Maintained