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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
901	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$50K	+$49.9K	1	0.01%	Increased
902	DSC Duncker Streett & Co St. Louis, Missouri	$50K	+$42.2K	1	0.01%	New
903	Stock Yards Bank & Trust Louisville, Kentucky	$50K	$0	1	0%	Maintained
904	LGA Lebenthal Global Advisors Hauppauge, New York	$48K	+$38K	1	0.03%	New
905	QTM qPULA Trading Management New York	$48K	+$48.7K	1	0.09%	New
906	NCM Northside Capital Management Hood River, Oregon	$47K	$0	1	0.01%	Maintained
907	PFM Patton Fund Management Dallas, Texas	$47K	$0	1	0.02%	Maintained
908	VWM Vigilare Wealth Management Scottsdale, Arizona	$47K	$0	1	0.04%	Maintained
909	Wolverine Asset Management Chicago, Illinois	$46K	-$149K	2	0%	Reduced
910	Freestone Capital Holdings Seattle, Washington	$45.6K	+$10.9K	4	0%	Increased
911	FHC First Horizon Corporation Memphis, Tennessee	$45K	+$16.3K	2	0%	Increased
912	PAM Peak Asset Management Louisville, Colorado	$45K	$0	1	0.01%	Maintained
913	PB Pinnacle Bancorp Beatrice, Nebraska	$45K	$0	1	0.03%	Maintained
914	VC Vestor Capital Chicago, Illinois	$45K	+$38.7K	1	0.01%	New
915	JWM JGP Wealth Management Bend, Oregon	$44K	+$39.5K	1	0.01%	New
916	CL CPWM LLC Seattle, Washington	$43K	+$43.6K	1	0%	New
917	Sequoia Financial Advisors Akron, Ohio	$43K	+$3.23K	1	0%	Increased
918	Allworth Financial Folsom, California	$42K	+$21.3K	3	0%	Increased
919	Chicago Partners Investment Group Chicago, Illinois	$42K	$0	1	0%	Maintained
920	LWM Liberty Wealth Management Oakland, California	$42K	-$503	2	0.02%	Reduced
921	RWB RMR Wealth Builders Montclair, New Jersey	$42K	+$41.6K	2	0.02%	New
922	T TOBAM Paris, France	$40K	$0	1	0%	Maintained
923	WOC West Oak Capital Westlake Village, California	$40K	$0	1	0.02%	Maintained
924	BCA Biltmore Capital Advisors Princeton, New Jersey	$39K	+$39.4K	1	0.01%	New
925	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$39K	$0	1	0%	Maintained