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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	Harvest Fund Management Beijing, China	$58K	-$134K	2	0.01%	Reduced
877	AF Advisornet Financial Minnetonka, Minnesota	$57.7K	-$5.52K	3	0.01%	Reduced
878	Park National Corp Newark, Ohio	$57.6K	+$17.8K	1	0%	Increased
879	Vest Financial Mclean, Virginia	$56.9K	+$57.2K	1	0%	New
880	SW SVB Wealth Boston, Massachusetts	$56.5K	+$56.8K	1	0%	New
881	FCI Financial Counselors Inc Overland Park, Kansas	$56K	+$1.02K	1	0%	Increased
882	First Horizon Advisors Memphis, Tennessee	$55.3K	+$279	5	0%	Increased
883	AWC Abundance Wealth Counselors State College, Pennsylvania	$55K	+$8.9K	1	0.01%	Increased
884	PPW Pasadena Private Wealth Pasadena, California	$54.9K	$0	1	0.01%	Maintained
885	RWA Wealth Partners Newton, Massachusetts	$54.9K	-$149K	1	0%	Reduced
886	NAS Nicolet Advisory Services Green Bay, Wisconsin	$54.5K	$0	1	0.01%	Maintained
887	HWA HCR Wealth Advisors Los Angeles, California	$54.5K	$0	1	0.01%	Maintained
888	MTC McDaniel Terry & Co Austin, Texas	$54K	$0	1	0%	Maintained
889	Johnson Investment Counsel Cincinnati, Ohio	$53.7K	$0	1	0%	Maintained
890	SS Sunbelt Securities Houston, Texas	$53.6K	-$2.53K	3	0.01%	Reduced
891	IHT Wealth Management Chicago, Illinois	$53.4K	+$28	1	0%	Increased
892	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$53.1K	$0	1	0.03%	Maintained
893	Wedbush Securities Los Angeles, California	$53K	+$53.7K	1	0%	New
894	GWP Gateway Wealth Partners Appleton, Wisconsin	$52.3K	-$7.83K	1	0.02%	Reduced
895	Independent Financial Group San Diego, California	$51.5K	$0	1	0%	Maintained
896	MCM Marathon Capital Management Hunt Valley, Maryland	$49.4K	$0	1	0.01%	Maintained
897	APG Abacus Planning Group Columbia, South Carolina	$48.5K	$0	1	0.01%	Maintained
898	GM GeoWealth Management Chicago, Illinois	$48.4K	-$19.2K	1	0%	Reduced
899	DWM Drive Wealth Management Lehi, Utah	$48.2K	+$48.4K	1	0.01%	New
900	SCM SOL Capital Management Rockville, Maryland	$48K	-$81.8K	1	0.01%	Reduced