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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	CFFP Center for Financial Planning Southfied, Michigan	$30.3K	$0	1	0%	Maintained
952	EC Elequin Capital New York	$30K	+$29.1K	2	0.01%	New
953	MCM Manchester Capital Management Manchester, Vermont	$29.8K	$0	2	0%	Maintained
954	GA GoalVest Advisory New York	$29.8K	$0	1	0.01%	Maintained
955	GCM Gladius Capital Management Chicago, Illinois	$29.2K	+$3.85K	1	0.01%	Increased
956	UIA Ulland Investment Advisors Minneapolis, Minnesota	$29K	+$28.7K	1	0.02%	New
957	CoreCap Advisors Southfield, Michigan	$28.7K	+$29.6K	5	0%	New
958	SSB Sandy Spring Bank Olney, Maryland	$27.4K	-$2.03K	2	0%	Reduced
959	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$27.2K	+$28.2K	3	0.01%	New
960	Harbour Investments Madison, Wisconsin	$26.9K	-$9.6K	6	0%	Reduced
961	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$25.8K	$0	1	0.01%	Maintained
962	Optiver Holding Amsterdam, Netherlands	$25.6K	-$14.9M	1	0%	Reduced
963	BIA Bell Investment Advisors Oakland, California	$25.2K	+$4.26K	5	0%	Increased
964	OCM Orion Capital Management Coronado, California	$24.6K	$0	1	0.01%	Maintained
965	PTC Private Trust Company Cleveland, Ohio	$24.4K	-$1.1K	4	0%	Reduced
966	Cullen/Frost Bankers San Antonio, Texas	$24.2K	+$3.58K	2	0%	Increased
967	JWM Janiczek Wealth Management Denver, Colorado	$23.7K	+$3.33K	2	0.01%	Increased
968	MCF Advisors Covington, Kentucky	$23.5K	-$22.7K	4	0%	Reduced
969	LI LRI Investments Palm Beach Gardens, Florida	$21.6K	+$22.5K	3	0.01%	New
970	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$20.8K	-$415	5	0%	Reduced
971	NRG Nemes Rush Group Novi, Michigan	$19.8K	$0	1	0%	Maintained
972	Spire Wealth Management Mclean, Virginia	$19.3K	+$1.57K	4	0%	Increased
973	TFA Toth Financial Advisory Leesburg, Virginia	$18.2K	$0	2	0%	Maintained
974	PP PFS Partners Mine Hill, New Jersey	$18.1K	-$25	2	0.01%	Reduced
975	RFG RFP Financial Group Atlanta, Georgia	$17.7K	-$4.72K	1	0.01%	Reduced