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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	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$49.1K	$0	1	0.01%	Maintained
902	EWM Endurance Wealth Management Providence, Rhode Island	$49K	$0	1	0.01%	Maintained
903	IP Ignite Planners San Clemente, California	$48.2K	$0	1	0.02%	Maintained
904	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$47.9K	-$3.23K	1	0.01%	Reduced
905	LC Lindbrook Capital Calabasas, California	$47.3K	-$14.3K	7	0.01%	Reduced
906	Credit Agricole Montrouge Cedex, France	$47K	+$15.3K	2	0%	Increased
907	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$46.6K	$0	3	0.02%	Maintained
908	IRC Investors Research Corp Atlanta, Georgia	$45.6K	-$674	3	0.01%	Reduced
909	MassMutual Private Wealth & Trust Windsor, Connecticut	$44.5K	+$16.6K	5	0%	Increased
910	Baillie Gifford & Co Edinburgh, United Kingdom	$44.5K	+$3.47K	2	0%	Increased
911	SSB Sandy Spring Bank Olney, Maryland	$43.9K	+$11.3K	2	0%	Increased
912	CSB City State Bank Norwalk, Iowa	$42K	$0	1	0.02%	Maintained
913	Gradient Investments Arden Hills, Minnesota	$41.7K	-$1.56K	3	0%	Reduced
914	TF TimeScale Financial Danvers, Massachusetts	$41.5K	-$8.24K	2	0.01%	Reduced
915	Cullen/Frost Bankers San Antonio, Texas	$40.4K	-$1.2K	2	0%	Reduced
916	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$40K	$0	3	0%	Maintained
917	FWM Focused Wealth Management Newburgh, New York	$39.6K	+$20K	5	0.01%	Increased
918	SSG Summit Securities Group New York	$39K	+$36.4K	2	0%	New
919	RFG RFP Financial Group Atlanta, Georgia	$38.9K	$0	4	0.04%	Maintained
920	PMFA Plante Moran Financial Advisors Southfield, Michigan	$38.3K	$0	1	0.01%	Maintained
921	CFFP Center for Financial Planning Southfied, Michigan	$38.1K	$0	1	0.01%	Maintained
922	BL Bleichroeder LP New York	$35.6K	$0	1	0.01%	Maintained
923	RTC Riverview Trust Company Vancouver, Washington	$34.9K	$0	1	0.03%	Maintained
924	GCIA Gabelli & Co Investment Advisers Rye, New York	$34.3K	$0	1	0.01%	Maintained
925	QPBE Quintet Private Bank (Europe) Luxembourg	$33.7K	+$35.9K	2	0%	New