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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
876	BFA Beacon Financial Advisory Cleveland, Ohio	$78K	$0	1	0.04%	Maintained
877	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$78K	$0	1	0.01%	Maintained
878	Capital Analysts LLC Fort Washington, Pennsylvania	$77K	$0	2	0.01%	Maintained
879	SAM S.A. Mason Holland, Michigan	$77K	$0	2	0.05%	Maintained
880	RE RBC Europe London, United Kingdom	$76.2K	-$12.6K	6	0%	Reduced
881	LCS Levin Capital Strategies New York	$76K	$0	1	0.01%	Maintained
882	TB Terril Brothers St. Louis, Missouri	$76K	-$20.9K	1	0.02%	Reduced
883	BFC Bedel Financial Consulting Indianapolis, Indiana	$75K	$0	2	0.03%	Maintained
884	Park National Corp Newark, Ohio	$75K	+$79.5K	1	0%	New
885	VWM Vigilare Wealth Management Scottsdale, Arizona	$74K	$0	1	0.05%	Maintained
886	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$71K	-$19.9K	2	0.02%	Reduced
887	MTC McDaniel Terry & Co Austin, Texas	$71K	$0	1	0.01%	Maintained
888	WQ Wealth Quarterback Toms River, New Jersey	$71K	+$10.5K	4	0.05%	Increased
889	Lincoln National Corp Radnor, Pennsylvania	$70K	-$14.5K	1	0%	Reduced
890	Stock Yards Bank & Trust Louisville, Kentucky	$70K	-$122	1	0%	Reduced
891	HI Hudock Inc Williamsport, Pennsylvania	$69K	-$1.9K	2	0.02%	Reduced
892	IFWM Institute for Wealth Management Denver, Colorado	$69K	+$6	1	0.01%	Increased
893	KA KLCM Advisors Milwaukee, Wisconsin	$69K	+$11.6K	1	0.01%	Increased
894	Baillie Gifford & Co Edinburgh, United Kingdom	$68K	-$11K	3	0%	Reduced
895	RFA Reilly Financial Advisors La Mesa, California	$68K	-$13.9M	3	0.01%	Reduced
896	FOA Five Oceans Advisors Santa Monica, California	$67K	+$71.4K	1	0.08%	New
897	GWM Gitterman Wealth Management Edison, New Jersey	$65K	+$8.47K	1	0.05%	Increased
898	NCM Northside Capital Management Hood River, Oregon	$65K	$0	1	0.02%	Maintained
899	SSB Sandy Spring Bank Olney, Maryland	$65K	-$7.63K	2	0%	Reduced
900	KFS Kelly Financial Services Braintree, Massachusetts	$64.1K	+$22.8K	3	0.04%	Increased