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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	Larson Financial Group St Louis, Missouri	$40.4K	+$2.09K	3	0%	Increased
902	Altshuler Shaham Tel Aviv, Israel	$39.6K	+$7.43K	1	0%	Increased
903	Cullen/Frost Bankers San Antonio, Texas	$39.2K	-$18.2K	2	0%	Reduced
904	Spire Wealth Management Mclean, Virginia	$39K	-$33.6K	3	0%	Reduced
905	TF TimeScale Financial Danvers, Massachusetts	$38.6K	$0	2	0.01%	Maintained
906	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$38.6K	+$38.3K	1	0.02%	New
907	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$38K	$0	3	0%	Maintained
908	RFG RFP Financial Group Atlanta, Georgia	$36.7K	+$35.9K	4	0.02%	New
909	Baillie Gifford & Co Edinburgh, United Kingdom	$36.6K	$0	2	0%	Maintained
910	PMFA Plante Moran Financial Advisors Southfield, Michigan	$36.2K	-$7K	1	0.01%	Reduced
911	CFFP Center for Financial Planning Southfied, Michigan	$35.1K	-$3K	1	0.01%	Reduced
912	BL Bleichroeder LP New York	$34.4K	$0	1	0.01%	Maintained
913	HI Hoey Investments Coatesville, Pennsylvania	$32.8K	+$10.4K	2	0.01%	Increased
914	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$31.8K	+$32.6K	2	0.01%	New
915	CoreCap Advisors Southfield, Michigan	$31.7K	+$30.9K	7	0%	New
916	BHWM Beaird Harris Wealth Management Dallas, Texas	$31.5K	$0	1	0.01%	Maintained
917	GWA Gibson Wealth Advisors Tyler, Texas	$31K	+$30.5K	1	0%	Increased
918	RTC Riverview Trust Company Vancouver, Washington	$31K	-$12K	1	0.03%	Reduced
919	SSB Sandy Spring Bank Olney, Maryland	$30.7K	$0	2	0%	Maintained
920	GA GoalVest Advisory New York	$30.7K	$0	1	0.02%	Maintained
921	MCF Advisors Covington, Kentucky	$29.6K	+$1.69K	3	0%	Increased
922	GCIA Gabelli & Co Investment Advisers Rye, New York	$29.3K	-$28.5K	1	0.01%	Reduced
923	Credit Agricole Montrouge Cedex, France	$29.2K	+$24.2K	3	0%	Increased
924	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$28.7K	-$46	1	0.02%	Reduced
925	GEA Glen Eagle Advisors Kingston, New Jersey	$27.8K	$0	1	0.01%	Maintained