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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
826	VNA Valley National Advisers Bethlehem, Pennsylvania	$8K	-$163	2	0%	Reduced
827	BWA BDO Wealth Advisors Jacksonville, Florida	$7K	-$23K	2	0%	Reduced
828	Citizens Financial Group Providence, Rhode Island	$7K	+$266	3	0%	Increased
829	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$7K	-$11.4K	1	0%	Reduced
830	GTAM Global Trust Asset Management West Palm Beach, Florida	$7K	$0	2	0%	Maintained
831	SCA Stonebridge Capital Advisors St Paul, Minnesota	$7K	+$8.14K	3	0%	New
832	Credit Agricole Montrouge Cedex, France	$6K	$0	1	0%	Maintained
833	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$6K	+$5.26K	1	0%	Increased
834	RFA Reilly Financial Advisors La Mesa, California	$6K	+$753	1	0%	Increased
835	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$6K	-$26.3K	3	0%	Reduced
836	TFA Toth Financial Advisory Leesburg, Virginia	$6K	+$1.13K	2	0%	Increased
837	GEA Glen Eagle Advisors Kingston, New Jersey	$5.01K	-$11.2K	1	0%	Reduced
838	WPW Winthrop Partners - WNY Buffalo, New York	$5.01K	$0	1	0%	Maintained
839	Arax Advisory Partners Denver, Colorado	$5K	+$5.33K	1	0%	New
840	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	-$5.11K	1	0%	Reduced
841	HR Howe & Rusling Rochester, New York	$5K	-$2K	2	0%	Reduced
842	ONST Old North State Trust Greensboro, North Carolina	$5K	$0	1	0%	Maintained
843	WCG Weaver Consulting Group Huntington Beach, California	$5K	$0	2	0%	Maintained
844	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$4.24K	-$10.2K	4	0%	Reduced
845	BAM Baldrige Asset Management Allentown, Pennsylvania	$4K	+$4.63K	1	0%	New
846	CWA Clarus Wealth Advisors Peoria, Arizona	$4K	+$1.33K	1	0%	Increased
847	Curi RMB Capital Chicago, Illinois	$4K	+$64.5K	1	0%	Increased
848	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$4K	+$2.63K	4	0.01%	Increased
849	LWM Liberty Wealth Management Oakland, California	$4K	+$2.63K	2	0%	Increased
850	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$539	1	0.01%	Increased