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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
851	ER Enlightenment Research Miami, Florida	$48K	+$40.8K	1	0.11%	New
852	CFFP Center for Financial Planning Southfied, Michigan	$47K	$0	1	0.02%	Maintained
853	GAM Gemmer Asset Management Walnut Creek, California	$47K	-$2.98K	4	0.01%	Reduced
854	KIG Kessler Investment Group Columbus, Indiana	$47K	+$39.6K	1	0.06%	New
855	Larson Financial Group St Louis, Missouri	$47K	$0	2	0.02%	Maintained
856	Chicago Partners Investment Group Chicago, Illinois	$45K	$0	1	0.01%	Maintained
857	Sequoia Financial Advisors Akron, Ohio	$45K	-$4.25K	1	0%	Reduced
858	WP WealthSource Partners San Luis Obispo, California	$45K	$0	1	0.01%	Maintained
859	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$44K	$0	1	0.01%	Maintained
860	Crestwood Advisors Group Boston, Massachusetts	$44K	$0	1	0%	Maintained
861	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$44K	+$37.8K	1	0.01%	New
862	PHS Pekin Hardy Strauss Chicago, Illinois	$44K	$0	1	0.01%	Maintained
863	TCM Telos Capital Management San Diego, California	$44K	+$37.8K	1	0.01%	New
864	TNA True North Advisors Dallas, Texas	$44K	+$650	1	0.01%	Increased
865	ED Exane Derivatives Paris, France	$41.7K	-$17.5K	1	0.01%	Reduced
866	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$41K	+$34.5K	1	0.03%	New
867	Orion Portfolio Solutions Omaha, Nebraska	$41K	+$21.5K	3	0%	Increased
868	WOC West Oak Capital Westlake Village, California	$41K	+$37.3K	1	0.02%	New
869	Capital Analysts LLC Fort Washington, Pennsylvania	$40K	+$27.7K	2	0%	Increased
870	ICM Islay Capital Management Lubbock, Texas	$38K	-$14.3K	2	0.04%	Reduced
871	PMFA Plante Moran Financial Advisors Southfield, Michigan	$36K	+$1.02K	1	0.01%	Increased
872	Pathstone Family Office Englewood, New Jersey	$35K	-$16.3K	3	0%	Reduced
873	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$34K	+$30K	1	0%	Increased
874	AIL AGF Investments LLC Toronto, Ontario, Canada	$30K	+$27.7K	1	0%	New
875	Altshuler Shaham Tel Aviv, Israel	$30K	+$27.7K	1	0%	New