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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	RWG Regal Wealth Group Seal Beach, California	$43K	+$5.48K	1	0.03%	Increased
777	SSB Sandy Spring Bank Olney, Maryland	$43K	$0	1	0%	Maintained
778	First Horizon Advisors Memphis, Tennessee	$42K	+$838	4	0%	Increased
779	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$41K	$0	1	0.03%	Maintained
780	TC Truvestments Capital Sarasota, Florida	$41K	-$1.54K	4	0.03%	Reduced
781	PMFA Plante Moran Financial Advisors Southfield, Michigan	$39K	$0	1	0.01%	Maintained
782	ADL Asset Dedication LLC San Francisco, California	$38K	+$14.9K	1	0.01%	Increased
783	SAM Shamrock Asset Management Dallas, Texas	$37K	+$40K	1	0.03%	New
784	RE RBC Europe London, United Kingdom	$35.9K	-$2.87K	5	0%	Reduced
785	DZ Bank Frankfurt Am Main, Germany	$35.2K	-$1.29M	1	0%	Reduced
786	LJHT Laurie J. Hall Trustee	$35K	$0	3	0.02%	Maintained
787	AIM Advantage Investment Management Cedar Rapids, Iowa	$34K	+$3.77K	3	0.03%	Increased
788	GAM Gemmer Asset Management Walnut Creek, California	$33K	+$7.63K	4	0.01%	Increased
789	GAM GQ Asset Management New York City, New York	$33K	+$35.5K	1	0.02%	New
790	CAPTRUST Financial Advisors Raleigh, North Carolina	$32K	$0	4	0%	Maintained
791	FIB First Interstate Bank Billings, Montana	$32K	$0	2	0.01%	Maintained
792	FGAM Financial Gravity Asset Management Lakeway, Texas	$30K	-$9K	5	0.03%	Reduced
793	MassMutual Private Wealth & Trust Windsor, Connecticut	$30K	$0	1	0%	Maintained
794	ME McIlrath & Eck Arlington, Washington	$30K	+$30.4K	2	0.02%	Increased
795	JCM Jacobi Capital Management Pittston, Pennsylvania	$27K	+$4.39K	3	0.01%	Increased
796	Bessemer Group Woodbridge, New Jersey	$26K	+$1.88K	3	0%	Increased
797	FPB First PREMIER Bank Sioux Falls, South Dakota	$26K	$0	1	0.01%	Maintained
798	TCM Tradewinds Capital Management Bellingham, Washington	$26K	+$867	3	0.01%	Increased
799	GSWM Golden State Wealth Management Santa Ana, California	$25K	-$16.4K	3	0.01%	Reduced
800	LWA Lenox Wealth Advisors New York	$24K	+$24.6K	1	0%	New