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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	LJHT Laurie J. Hall Trustee	$35K	-$533	3	0.02%	Reduced
777	LC Lindbrook Capital Calabasas, California	$34K	-$32.1K	2	0.01%	Reduced
778	FIB First Interstate Bank Billings, Montana	$33K	+$18.2K	2	0.01%	Increased
779	T TOBAM Paris, France	$33K	+$30.8K	1	0%	New
780	AIM Advantage Investment Management Cedar Rapids, Iowa	$32K	+$1.65K	3	0.02%	Increased
781	RE RBC Europe London, United Kingdom	$27.8K	+$6.08K	5	0%	Increased
782	GAM Gemmer Asset Management Walnut Creek, California	$27K	-$6K	3	0.01%	Reduced
783	KCPG Kavar Capital Partners Group Leawood, Kansas	$26K	+$26.5K	2	0.01%	New
784	CAPTRUST Financial Advisors Raleigh, North Carolina	$25K	+$6.44K	4	0%	Increased
785	FPB First PREMIER Bank Sioux Falls, South Dakota	$25K	+$232	1	0.01%	Increased
786	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$25K	$0	1	0.02%	Maintained
787	TCM Tradewinds Capital Management Bellingham, Washington	$25K	$0	3	0.01%	Maintained
788	AF Advisornet Financial Minnetonka, Minnesota	$24K	-$2.03K	2	0%	Reduced
789	Bessemer Group Woodbridge, New Jersey	$24K	-$89K	1	0%	Reduced
790	ADL Asset Dedication LLC San Francisco, California	$23K	+$8.33K	1	0.01%	Increased
791	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$22K	+$28.2K	1	0.02%	New
792	JCM Jacobi Capital Management Pittston, Pennsylvania	$22K	$0	2	0%	Maintained
793	PRC Pearl River Capital Niles, Michigan	$22K	-$232K	1	0.14%	Reduced
794	MassMutual Private Wealth & Trust Windsor, Connecticut	$21K	-$153K	1	0%	Reduced
795	CIA CSat Investment Advisory Detroit, Michigan	$19K	+$18.1K	2	0.01%	New
796	BFC Bedel Financial Consulting Indianapolis, Indiana	$17K	+$5.06K	3	0.01%	Increased
797	JFA JNBA Financial Advisors Bloomington, Minnesota	$17K	+$526	2	0%	Increased
798	OneDigital Investment Advisors Overland Park, Kansas	$17K	+$2.11K	2	0%	Increased
799	ES Equitec Specialists Chicago, Illinois	$16K	+$16.8K	1	0%	New
800	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$16K	-$107	2	0.01%	Reduced