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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	SWA Sutton Wealth Advisors Tampa, Florida	$44.4K	-$8.7K	4	0.03%	Reduced
777	RIA Realta Investment Advisors Wilmington, Delaware	$41K	+$43.1K	2	0.02%	New
778	CMO Covenant Multifamily Offices San Antonio, Texas	$40K	+$42.5K	1	0.01%	New
779	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$40K	+$41.6K	1	0.01%	New
780	LJHT Laurie J. Hall Trustee	$38K	+$12.2K	3	0.02%	Increased
781	MS Mizuho Securities Tokyo, Japan	$37K	+$38.8K	1	0.08%	New
782	SHJ Sharkey, Howes & Javer Denver, Colorado	$37K	$0	1	0.02%	Maintained
783	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$35K	$0	3	0.03%	Maintained
784	GAM Gemmer Asset Management Walnut Creek, California	$33K	-$2.14K	4	0.01%	Reduced
785	PWM PRW Wealth Management Quincy, Massachusetts	$32K	-$10.8K	1	0.03%	Reduced
786	BBNA Bremer Bank National Association St Paul, Minnesota	$30K	+$34.2K	1	0.01%	New
787	IFP Advisors Tampa, Florida	$30K	-$240K	3	0%	Reduced
788	BWA BDO Wealth Advisors Jacksonville, Florida	$29K	+$23.5K	3	0.01%	Increased
789	First Horizon Advisors Memphis, Tennessee	$29K	$0	3	0%	Maintained
790	FPB First PREMIER Bank Sioux Falls, South Dakota	$29K	+$6.12K	1	0.02%	Increased
791	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$29K	+$30.6K	1	0.02%	New
792	PGA Premia Global Advisors Coral Gables, Florida	$29K	+$31.4K	3	0.03%	New
793	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$29K	+$30.6K	1	0.01%	New
794	AIM Advantage Investment Management Cedar Rapids, Iowa	$28K	+$2.28K	3	0.02%	Increased
795	IP Intellectus Partners San Francisco, California	$28K	-$25.2K	2	0.01%	Reduced
796	TCM Tradewinds Capital Management Bellingham, Washington	$28K	$0	3	0.01%	Maintained
797	ZB Zions Bancorporation Salt Lake City, Utah	$28K	+$29.6K	1	0%	New
798	RE RBC Europe London, United Kingdom	$28K	-$5.06K	4	0%	Reduced
799	AF Advisornet Financial Minnetonka, Minnesota	$27K	+$656	2	0%	Increased
800	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$27K	+$30.1K	5	0.01%	New