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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	EBA Eagle Bay Advisors New York	$96K	-$34K	3	0.08%	Reduced
952	Bessemer Group Woodbridge, New Jersey	$94K	+$655	3	0%	Increased
953	BFC Bedel Financial Consulting Indianapolis, Indiana	$93K	+$4.9K	2	0.03%	Increased
954	HMS Hanseatic Management Services Albuquerque, New Mexico	$93K	+$28.5K	1	0.16%	Increased
955	AWP Abacus Wealth Partners Santa Monica, California	$90.2K	-$138	1	0.04%	Reduced
956	JFA JNBA Financial Advisors Bloomington, Minnesota	$89K	-$5K	2	0.01%	Reduced
957	JWCA J.W. Cole Advisors Tampa, Florida	$89K	-$14.3K	1	0.01%	Reduced
958	AAM Auxier Asset Management Aurora, Oregon	$88K	$0	1	0.01%	Maintained
959	Sigma Planning Corp Ann Arbor, Michigan	$88K	-$245K	1	0%	Reduced
960	RCM Radnor Capital Management Wayne, Pennsylvania	$87K	$0	1	0.02%	Maintained
961	HWA HCR Wealth Advisors Los Angeles, California	$85K	-$941	1	0.01%	Reduced
962	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$85K	+$15	3	0.02%	Increased
963	AWC Abundance Wealth Counselors State College, Pennsylvania	$84K	+$84.9K	1	0.02%	New
964	Capital Analysts LLC Fort Washington, Pennsylvania	$84K	-$101K	1	0.01%	Reduced
965	Integrated Wealth Concepts Waltham, Massachusetts	$84K	-$512K	1	0%	Reduced
966	ICM Islay Capital Management Lubbock, Texas	$83K	$0	1	0.07%	Maintained
967	SAM S.A. Mason Holland, Michigan	$83K	-$7K	1	0.05%	Reduced
968	IRC Investors Research Corp Atlanta, Georgia	$82K	$0	5	0.02%	Maintained
969	OWA Octavia Wealth Advisors Cincinnati, Ohio	$82K	$0	1	0.02%	Maintained
970	OA Operose Advisors Milwaukee, Wisconsin	$82K	$0	1	0.06%	Maintained
971	Cerity Partners New York	$81K	-$1.56M	1	0%	Reduced
972	HI Hudock Inc Williamsport, Pennsylvania	$81K	$0	2	0.02%	Maintained
973	BFA Beacon Financial Advisory Cleveland, Ohio	$78K	$0	1	0.04%	Maintained
974	FOA Five Oceans Advisors Santa Monica, California	$78K	+$79K	1	0.07%	New
975	Benjamin F. Edwards & Company St. Louis, Missouri	$77K	+$27.3K	3	0%	Increased