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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	SA Skyline Advisors Bellingham, Washington	$81.5K	+$81K	1	0.04%	New
777	Nomura Asset Management Tokyo, Japan	$80.3K	$0	3	0%	Maintained
778	ERIC Eagle Rock Investment Company Atlanta, Georgia	$79.8K	-$91.7K	1	0.02%	Reduced
779	Allworth Financial Folsom, California	$79.4K	-$8.02K	7	0%	Reduced
780	PP PDS Planning Dublin, Ohio	$79.1K	-$17.9K	1	0.01%	Reduced
781	AIA AIMZ Investment Advisors Los Altos, California	$79K	-$340	1	0.03%	Reduced
782	Aspiriant LLC Los Angeles, California	$78.7K	$0	1	0%	Maintained
783	IAIM International Assets Investment Management Orlando, Florida	$78.4K	-$418	1	0.01%	Reduced
784	BCM Bayesian Capital Management Brooklyn, New York	$76.1K	-$4.53M	1	0.01%	Reduced
785	BIP Wealth Atlanta, Georgia	$74.8K	$0	1	0.01%	Maintained
786	BWP BSW Wealth Partners Boulder, Colorado	$74.7K	+$74.2K	1	0.01%	New
787	Integrated Wealth Concepts Waltham, Massachusetts	$73.5K	-$10.6K	1	0%	Reduced
788	RT Rockland Trust Hanover, Massachusetts	$73.5K	$0	1	0%	Maintained
789	Raymond James Trust St. Petersburg, Florida	$72.8K	-$567	1	0%	Reduced
790	PTP Platform Technology Partners New York	$71.3K	-$24	1	0.03%	Reduced
791	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$71.2K	+$34.6K	4	0.01%	Increased
792	Buckingham Strategic Wealth Clayton, Missouri	$70.9K	-$26.4K	1	0%	Reduced
793	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$70K	-$472	1	0.01%	Reduced
794	HI Hoey Investments Coatesville, Pennsylvania	$68.9K	$0	3	0.02%	Maintained
795	BB Burford Brothers Dallas, Texas	$68.4K	+$67.9K	1	0.05%	New
796	CT Colonial Trust Spartanburg, South Carolina	$68.2K	$0	1	0.01%	Maintained
797	FMP Financial Management Professionals Austin, Texas	$68K	$0	3	0.01%	Maintained
798	FOA Five Oceans Advisors Santa Monica, California	$67.5K	$0	1	0.04%	Maintained
799	NS NBC Securities Birmingham, Alabama	$66K	-$7.42K	3	0.01%	Reduced
800	WA Wealthstar Advisors Plano, Texas	$65.3K	$0	1	0.01%	Maintained