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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	MA Mutual Advisors Omaha, Nebraska	$90K	+$1.57K	1	0.01%	Increased
852	FMP Financial Management Professionals Austin, Texas	$89K	$0	3	0.03%	Maintained
853	CPA Court Place Advisors Ellicott City, Maryland	$86K	-$3.35K	1	0.03%	Reduced
854	FCI Financial Counselors Inc Overland Park, Kansas	$85K	+$12.9K	1	0%	Increased
855	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$85K	-$19.7K	1	1.27%	Reduced
856	Benjamin F. Edwards & Company St. Louis, Missouri	$83K	-$309K	2	0%	Reduced
857	HR Hayden Royal Charlotte, North Carolina	$83K	-$13.3K	1	0.05%	Reduced
858	TF TimeScale Financial Danvers, Massachusetts	$83K	$0	2	0.02%	Maintained
859	UR USCA RIA Houston, Texas	$82K	-$591	1	0.01%	Reduced
860	Bank of Nova Scotia Toronto, Ontario, Canada	$81K	+$81.6K	1	0%	New
861	InterOcean Capital Group Nashville, Tennessee	$80K	+$80.3K	1	0%	New
862	NAS Nicolet Advisory Services Green Bay, Wisconsin	$79K	$0	1	0.01%	Maintained
863	Aspiriant LLC Los Angeles, California	$78K	$0	1	0.01%	Maintained
864	CCG Cypress Capital Group Palm Beach, Florida	$77K	$0	1	0.01%	Maintained
865	HI Hudock Inc Williamsport, Pennsylvania	$77K	+$59.5K	2	0.03%	Increased
866	XS XR Securities Chicago, Illinois	$77K	+$11K	1	0.01%	Increased
867	CFFP Center for Financial Planning Southfied, Michigan	$76K	$0	1	0.02%	Maintained
868	KIG Kessler Investment Group Columbus, Indiana	$76K	$0	1	0.08%	Maintained
869	Larson Financial Group St Louis, Missouri	$76K	+$32	2	0.03%	Increased
870	TPWA TRUE Private Wealth Advisors Salem, Oregon	$76K	-$26.3K	3	0.01%	Reduced
871	JCM Jacobi Capital Management Pittston, Pennsylvania	$73K	+$5.24K	4	0.01%	Increased
872	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$73K	$0	1	0%	Maintained
873	Caprock Group Boise, Idaho	$71K	-$6.16K	1	0.01%	Reduced
874	Level Four Advisory Services Dallas, Texas	$71K	$0	1	0.01%	Maintained
875	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$70K	$0	1	0.03%	Maintained