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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	Credit Agricole Montrouge Cedex, France	$32K	+$27.7K	2	0%	Increased
902	TWD True Wealth Design Akron, Ohio	$31.3K	+$28K	2	0.01%	New
903	GEA Glen Eagle Advisors Kingston, New Jersey	$31.3K	$0	2	0.01%	Maintained
904	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$31K	$0	3	0%	Maintained
905	BHWM Beaird Harris Wealth Management Dallas, Texas	$30.2K	$0	1	0%	Maintained
906	CFG CKW Financial Group Honolulu, Hawaii	$30K	$0	1	0%	Maintained
907	SSB Sandy Spring Bank Olney, Maryland	$29.7K	-$24.3K	2	0%	Reduced
908	QPBE Quintet Private Bank (Europe) Luxembourg	$29.1K	-$1.17K	1	0%	Reduced
909	NFSG Newbridge Financial Services Group Boca Raton, Florida	$28.8K	-$196K	4	0.01%	Reduced
910	MCM Manchester Capital Management Manchester, Vermont	$28.2K	+$4.71K	2	0%	Increased
911	GA GoalVest Advisory New York	$27.1K	$0	1	0.01%	Maintained
912	PVH Psagot Value Holdings Tel Aviv, Israel	$27K	-$1.55K	2	0.01%	Reduced
913	FCMT Founders Capital Management (Texas) Houston, Texas	$26.1K	$0	1	0.02%	Maintained
914	IRC Investors Research Corp Atlanta, Georgia	$25.2K	-$16.1K	2	0.01%	Reduced
915	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$25.1K	+$22.2K	1	0.01%	New
916	Scotia Capital Toronto, Ontario, Canada	$24.7K	-$66K	1	0%	Reduced
917	PTC Private Trust Company Cleveland, Ohio	$24.3K	-$29.3K	4	0%	Reduced
918	VCM Versant Capital Management Phoenix, Arizona	$24K	-$14K	6	0.01%	Reduced
919	WhitTier Trust Company Reno, Nevada	$23K	$0	2	0%	Maintained
920	OCM Orion Capital Management Coronado, California	$22.4K	$0	1	0.01%	Maintained
921	CFFP Center for Financial Planning Southfied, Michigan	$21.8K	-$18K	1	0%	Reduced
922	RFG RFP Financial Group Atlanta, Georgia	$21.7K	-$8.68K	3	0.01%	Reduced
923	ODG O'Dell Group Cincinnati, Ohio	$21.3K	+$21.1K	2	0.01%	New
924	Cullen/Frost Bankers San Antonio, Texas	$19.9K	-$5.31K	2	0%	Reduced
925	NRG Nemes Rush Group Novi, Michigan	$19.2K	$0	1	0%	Maintained