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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
926	Chicago Partners Investment Group Chicago, Illinois	$59K	$0	1	0%	Maintained
927	Fulton Bank Lancaster, Pennsylvania	$59K	-$5.36K	1	0%	Reduced
928	Independent Advisor Alliance Charlotte, North Carolina	$59K	+$9.89K	1	0%	Increased
929	SFS Strategic Financial Services Utica, New York	$59K	+$4.83K	1	0%	Increased
930	Summit Trail Advisors New York	$59K	$0	1	0.01%	Maintained
931	Cerity Partners New York	$57K	-$39.7K	1	0%	Reduced
932	KA KLCM Advisors Milwaukee, Wisconsin	$57K	+$51.8K	1	0.01%	New
933	GWM Gitterman Wealth Management Edison, New Jersey	$56K	+$50.4K	1	0.05%	New
934	PAM Peak Asset Management Louisville, Colorado	$56K	$0	1	0.01%	Maintained
935	TNA True North Advisors Dallas, Texas	$56K	$0	1	0.01%	Maintained
936	BWM BerganKDV Wealth Management Bloomington, Minnesota	$55K	$0	2	0.01%	Maintained
937	WP WealthShield Partners Cary, North Carolina	$55K	-$15.5K	2	0.01%	Reduced
938	BL Bleichroeder LP New York	$54K	$0	1	0.01%	Maintained
939	DSC Duncker Streett & Co St. Louis, Missouri	$54K	$0	1	0.01%	Maintained
940	SRC Sage Rhino Capital Menlo Park, California	$54K	+$48.6K	1	0.02%	New
941	BWM BCS Wealth Management Johnson City, Tennessee	$53K	$0	1	0.03%	Maintained
942	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$53K	$0	1	0.01%	Maintained
943	CWM Cornerstone Wealth Management St. Peters, Missouri	$53K	-$9.65K	1	0.01%	Reduced
944	GA Gateway Advisory Westfield, New Jersey	$53K	$0	1	0.01%	Maintained
945	JWM JGP Wealth Management Bend, Oregon	$53K	$0	1	0.01%	Maintained
946	Mariner Independent Advisor Network Overland Park, Kansas	$53K	+$48.5K	1	0%	New
947	OGF Orin Green Financial San Diego, California	$53K	$0	1	0.04%	Maintained
948	TFS TrustCore Financial Services Brentwood, Tennessee	$53K	$0	1	0.01%	Maintained
949	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$53K	$0	2	0.04%	Maintained
950	FF FourThought Financial Venice, Florida	$52K	+$8.48K	4	0.01%	Increased