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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	Edmond de Rothschild Holding Chambesy, Switzerland	$56.5K	$0	1	0%	Maintained
852	MassMutual Private Wealth & Trust Windsor, Connecticut	$56.2K	+$11.2K	5	0%	Increased
853	Stock Yards Bank & Trust Louisville, Kentucky	$55.6K	-$2.11K	1	0%	Reduced
854	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$55.3K	$0	1	0.01%	Maintained
855	Whittier Trust South Pasadena, California	$54.9K	$0	4	0%	Maintained
856	LC Lindbrook Capital Calabasas, California	$54.2K	+$8.42K	6	0.01%	Increased
857	AAM Auxier Asset Management Aurora, Oregon	$53.9K	$0	1	0.01%	Maintained
858	First Horizon Advisors Memphis, Tennessee	$53.2K	-$4.4K	6	0%	Reduced
859	U.S. Capital Wealth Advisors Austin, Texas	$51.8K	-$11.6K	1	0%	Reduced
860	CFFP Center for Financial Planning Southfied, Michigan	$51K	$0	1	0.01%	Maintained
861	NCM Northside Capital Management Hood River, Oregon	$49.9K	$0	1	0.02%	Maintained
862	VWM Vigilare Wealth Management Scottsdale, Arizona	$49.9K	$0	1	0.03%	Maintained
863	CreativeOne Wealth Overland Park, Kansas	$49K	-$266K	1	0%	Reduced
864	IFWM Institute for Wealth Management Denver, Colorado	$48.7K	-$57.2K	1	0.01%	Reduced
865	JFA JNBA Financial Advisors Bloomington, Minnesota	$48.3K	$0	1	0.01%	Maintained
866	VI Versor Investments New York	$48.3K	-$667K	1	0.01%	Reduced
867	Allworth Financial Folsom, California	$48.2K	-$13.8K	7	0%	Reduced
868	RCM Radnor Capital Management Wayne, Pennsylvania	$48K	$0	1	0.02%	Maintained
869	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$47.6K	-$2.03K	1	0.05%	Reduced
870	Park National Corp Newark, Ohio	$46.9K	-$8.8K	1	0%	Reduced
871	SS Sunbelt Securities Houston, Texas	$46.7K	-$3.46K	4	0.01%	Reduced
872	Lincoln National Corp Radnor, Pennsylvania	$46.6K	-$5.57K	1	0%	Reduced
873	EVM Evelyn V. Moreno	$46.4K	$0	1	0.01%	Maintained
874	TFA Toth Financial Advisory Leesburg, Virginia	$43.8K	-$5.06K	2	0.01%	Reduced
875	PAM Peak Asset Management Louisville, Colorado	$43.7K	$0	1	0.01%	Maintained