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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	Prospera Financial Services Dallas, Texas	$41K	-$236K	3	0.02%	Reduced
852	Evergreen Capital Management Bellevue, Washington	$40K	+$46.3K	1	0%	New
853	FI FormulaFolio Investments Grand Rapids, Michigan	$40K	+$45.5K	1	0%	New
854	HFS Howard Financial Services Dallas, Texas	$40K	+$46K	1	0.03%	New
855	HWM Howard Wealth Management Madison, Connecticut	$40K	+$46.9K	1	0.03%	New
856	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$40K	$0	1	0.01%	Maintained
857	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$39K	$0	1	0.01%	Maintained
858	Crestwood Advisors Group Boston, Massachusetts	$39K	$0	1	0%	Maintained
859	GAM Gemmer Asset Management Walnut Creek, California	$39K	$0	4	0.01%	Maintained
860	Sequoia Financial Advisors Akron, Ohio	$39K	-$643	1	0%	Reduced
861	TCM Telos Capital Management San Diego, California	$39K	$0	1	0.01%	Maintained
862	PWM Provident Wealth Management Brentwood, Tennessee	$36K	+$39.7K	2	0.04%	New
863	LWM Liberty Wealth Management Oakland, California	$35K	+$24.7K	1	0.02%	Increased
864	Chicago Partners Investment Group Chicago, Illinois	$34K	-$900	1	0%	Reduced
865	CRCP Copper Rock Capital Partners Boston, Massachusetts	$34K	-$5.6M	1	0.01%	Reduced
866	Credit Agricole Montrouge Cedex, France	$33K	+$35.9K	2	0%	Increased
867	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32K	$0	1	0.01%	Maintained
868	T TOBAM Paris, France	$30K	-$17.9K	1	0%	Reduced
869	WOC West Oak Capital Westlake Village, California	$30K	$0	1	0.02%	Maintained
870	BWM BNC Wealth Management Beaverton, Oregon	$28K	+$33.9K	2	0.02%	New
871	JWM Jeppson Wealth Management Manhattan Beach, California	$26K	+$29.9K	3	0.02%	New
872	Freestone Capital Holdings Seattle, Washington	$25.4K	+$29.3K	3	0%	New
873	BCA Berman Capital Advisors Atlanta, Georgia	$24K	+$88	6	0.01%	Increased
874	AIL AGF Investments LLC Toronto, Ontario, Canada	$23K	-$4.97K	1	0%	Reduced
875	CCM Chiron Capital Management Tallahassee, Florida	$23K	+$25.5K	3	0.02%	New