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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
951	BCA Berman Capital Advisors Atlanta, Georgia	$51K	+$330	6	0.01%	Increased
952	MTC McDaniel Terry & Co Austin, Texas	$51K	-$9.39K	1	0.01%	Reduced
953	Stock Yards Bank & Trust Louisville, Kentucky	$51K	+$88	1	0%	Increased
954	AWM AllSquare Wealth Management Albany, New York	$50K	+$50.9K	1	0.03%	New
955	IFWM Institute for Wealth Management Denver, Colorado	$50K	+$52.6K	1	0.01%	New
956	TFS TrustCore Financial Services Brentwood, Tennessee	$50K	+$49K	1	0.01%	Increased
957	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$50K	+$59.4K	2	0.04%	New
958	CCP Corient Capital Partners Newport Beach, California	$49K	+$9.73K	1	0%	Increased
959	Johnson Investment Counsel Cincinnati, Ohio	$49K	+$52K	1	0%	New
960	CWM Cornerstone Wealth Management St. Peters, Missouri	$48K	+$50.1K	1	0.01%	New
961	Fulton Bank Lancaster, Pennsylvania	$48K	-$306K	1	0%	Reduced
962	Lincoln National Corp Radnor, Pennsylvania	$48K	+$50.6K	1	0%	New
963	NCM Northside Capital Management Hood River, Oregon	$48K	$0	1	0.01%	Maintained
964	SMH Sanders Morris Harris Houston, Texas	$48K	+$50.2K	1	0.01%	New
965	CCB Cutter & Co Brokerage Ballwin, Missouri	$47K	+$49.3K	1	0.01%	New
966	FHA Flagship Harbor Advisors Boston, Massachusetts	$46K	+$48K	1	0.01%	New
967	VanEck Associates New York	$46K	+$45.3K	1	0%	New
968	WOC West Oak Capital Westlake Village, California	$46K	+$4.7K	2	0.02%	Increased
969	APG Abacus Planning Group Columbia, South Carolina	$44K	+$46.8K	1	0.01%	New
970	Gradient Investments Arden Hills, Minnesota	$44K	+$33.9K	2	0%	Increased
971	Kingsview Wealth Management Grants Pass, Oregon	$44K	+$46.2K	1	0%	New
972	LWM Laidlaw Wealth Management New York City, New York	$44K	+$46.6K	1	0.02%	New
973	Summit Trail Advisors New York	$44K	+$45.9K	1	0%	New
974	JWCA J.W. Cole Advisors Tampa, Florida	$43K	-$17K	1	0%	Reduced
975	Chicago Partners Investment Group Chicago, Illinois	$42K	$0	1	0%	Maintained