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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	LJHT Laurie J. Hall Trustee	$64K	-$37.6K	3	0.02%	Reduced
902	Procyon Advisors Shelton, Connecticut	$64K	+$68.4K	1	0.02%	New
903	VF Virtu Financial New York	$64K	-$102K	1	0.01%	Reduced
904	EWM Endurance Wealth Management Providence, Rhode Island	$62K	$0	1	0.01%	Maintained
905	GLA Good Life Advisors Reading, Pennsylvania	$62K	+$66.1K	1	0.01%	New
906	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$62K	+$66.2K	1	0.01%	New
907	APG Abacus Planning Group Columbia, South Carolina	$61K	$0	1	0.02%	Maintained
908	FHA Flagship Harbor Advisors Boston, Massachusetts	$61K	$0	1	0.01%	Maintained
909	WPW Warther Private Wealth Akron, Ohio	$61K	$0	1	0.05%	Maintained
910	FPS Fieldpoint Private Securities Greenwich, Connecticut	$60K	+$17.8K	5	0.01%	Increased
911	Fulton Bank Lancaster, Pennsylvania	$60K	$0	1	0%	Maintained
912	Larson Financial Group St Louis, Missouri	$60K	+$151	2	0.01%	Increased
913	Summit Trail Advisors New York	$60K	$0	1	0%	Maintained
914	CFFP Center for Financial Planning Southfied, Michigan	$59K	-$1K	1	0.01%	Reduced
915	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$58K	$0	3	0.03%	Maintained
916	Chicago Partners Investment Group Chicago, Illinois	$58K	$0	1	0%	Maintained
917	GAM Gemmer Asset Management Walnut Creek, California	$58K	-$5.61K	4	0.01%	Reduced
918	OL Optas LLC Austin, Texas	$58K	+$61.2K	1	0.02%	New
919	TNA True North Advisors Dallas, Texas	$58K	$0	1	0.01%	Maintained
920	Cerity Partners New York	$57K	-$1.96K	1	0%	Reduced
921	PAM Peak Asset Management Louisville, Colorado	$57K	$0	1	0.01%	Maintained
922	BWM BCS Wealth Management Johnson City, Tennessee	$55K	$0	1	0.02%	Maintained
923	BL Bleichroeder LP New York	$55K	$0	1	0.01%	Maintained
924	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$55K	$0	1	0.01%	Maintained
925	C Certuity North Palm Beach, Florida	$55K	$0	1	0.01%	Maintained