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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
801	CAAS Capital Asset Advisory Services Williamston, Michigan	$68.7K	-$23.1K	1	0%	Reduced
802	FMP Financial Management Professionals Austin, Texas	$68K	-$5.04K	3	0.01%	Reduced
803	Axxcess Wealth Management Carlsbad, California	$67.2K	+$70.9K	1	0%	New
804	BIP Wealth Atlanta, Georgia	$67.1K	-$340K	1	0.01%	Reduced
805	HPM Hudson Portfolio Management Garrison, New York	$66.4K	$0	1	0.08%	Maintained
806	VC Vestor Capital Chicago, Illinois	$66K	-$6.35K	1	0.01%	Reduced
807	RT Rockland Trust Hanover, Massachusetts	$65.9K	$0	1	0%	Maintained
808	SSG Summit Securities Group New York	$65K	-$118K	2	0.01%	Reduced
809	Brighton Jones LLC Seattle, Washington	$63.9K	+$56	1	0%	Increased
810	Huntington National Bank Columbus, Ohio	$63.7K	-$1.42K	6	0%	Reduced
811	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$63.3K	+$90.3K	1	0.01%	New
812	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$63.2K	-$6.89K	1	0.01%	Reduced
813	CHP Cable Hill Partners Portland, Oregon	$62.8K	+$66.3K	1	0.01%	New
814	RWB RMR Wealth Builders Montclair, New Jersey	$59.7K	-$76K	1	0.01%	Reduced
815	Whittier Trust South Pasadena, California	$59.4K	+$5.51K	4	0%	Increased
816	NS NBC Securities Birmingham, Alabama	$59K	+$73.9K	3	0.01%	New
817	FCI Financial Counselors Inc Overland Park, Kansas	$58.1K	-$39	1	0%	Reduced
818	HWA HCR Wealth Advisors Los Angeles, California	$58K	$0	1	0.01%	Maintained
819	NAS Nicolet Advisory Services Green Bay, Wisconsin	$57.3K	-$1.28K	1	0.01%	Reduced
820	MTC McDaniel Terry & Co Austin, Texas	$57K	$0	1	0.01%	Maintained
821	SSB Sandy Spring Bank Olney, Maryland	$56.1K	$0	3	0%	Maintained
822	BIG Builder Investment Group Atlanta, Georgia	$56.1K	$0	1	0.02%	Maintained
823	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$56.1K	$0	1	0.04%	Maintained
824	Independent Financial Group San Diego, California	$55.1K	-$284	1	0%	Reduced
825	IHT Wealth Management Chicago, Illinois	$55K	+$4.12K	1	0%	Increased