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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	LCS Levin Capital Strategies New York	$60K	$0	1	0.01%	Maintained
852	Lincoln National Corp Radnor, Pennsylvania	$60K	-$26.3K	1	0%	Reduced
853	PCM Poehling Capital Management Madison, Wisconsin	$60K	+$68K	1	0.03%	New
854	TB Terril Brothers St. Louis, Missouri	$60K	$0	1	0.02%	Maintained
855	APG Abacus Planning Group Columbia, South Carolina	$59K	$0	1	0.02%	Maintained
856	JWCA J.W. Cole Advisors Tampa, Florida	$59K	-$4.87K	1	0%	Reduced
857	Edmond de Rothschild Holding Chambesy, Switzerland	$58K	$0	1	0%	Maintained
858	ICM Islay Capital Management Lubbock, Texas	$58K	$0	1	0.07%	Maintained
859	SAM S.A. Mason Holland, Michigan	$58K	$0	1	0.05%	Maintained
860	VWM Vigilare Wealth Management Scottsdale, Arizona	$58K	+$19	1	0.08%	Increased
861	Harbour Investments Madison, Wisconsin	$57K	$0	6	0%	Maintained
862	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$57K	-$387K	1	0.09%	Reduced
863	VC Vestor Capital Chicago, Illinois	$57K	-$157K	1	0.01%	Reduced
864	Nomura Asset Management Tokyo, Japan	$56.7K	+$4.07K	3	0%	Increased
865	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$56K	+$6.07K	1	0.08%	Increased
866	MTC McDaniel Terry & Co Austin, Texas	$56K	+$612	1	0.01%	Increased
867	HI Hudock Inc Williamsport, Pennsylvania	$55K	$0	2	0.02%	Maintained
868	NL NKCFO LLC Geneva, Illinois	$55K	$0	1	0.03%	Maintained
869	OA Operose Advisors Milwaukee, Wisconsin	$55K	$0	1	0.04%	Maintained
870	Stock Yards Bank & Trust Louisville, Kentucky	$55K	-$243	1	0%	Reduced
871	KFS Kelly Financial Services Braintree, Massachusetts	$54.7K	+$4.79K	3	0.03%	Increased
872	Cullen/Frost Bankers San Antonio, Texas	$54K	+$2.8K	2	0%	Increased
873	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$54K	-$6.41K	1	0.01%	Reduced
874	SRC Sage Rhino Capital Menlo Park, California	$54K	-$1.43K	1	0.02%	Reduced
875	Allworth Financial Folsom, California	$53K	+$7.9K	5	0%	Increased