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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	Laird Norton Wetherby Trust Company Seattle, Washington	$51.4K	$0	1	0.01%	Maintained
952	AAM Auxier Asset Management Aurora, Oregon	$51.3K	$0	1	0.01%	Maintained
953	IAS Insigneo Advisory Services Miami, Florida	$50.3K	-$225K	1	0.01%	Reduced
954	Park National Corp Newark, Ohio	$50.2K	-$19.5K	1	0%	Reduced
955	Independent Financial Group San Diego, California	$50K	-$405	1	0%	Reduced
956	CSB City State Bank Norwalk, Iowa	$49.7K	$0	2	0.02%	Maintained
957	QC Quent Capital New York	$49.7K	$0	3	0.01%	Maintained
958	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$49.6K	$0	1	0.01%	Maintained
959	HI Hoey Investments Coatesville, Pennsylvania	$48.9K	$0	3	0.01%	Maintained
960	Waldron Private Wealth Bridgeville, Pennsylvania	$47.1K	+$43.7K	1	0%	New
961	CFFP Center for Financial Planning Southfied, Michigan	$47.1K	+$2.44K	2	0.01%	Increased
962	SCA Snowden Capital Advisors New York	$46.5K	-$9.77K	1	0%	Reduced
963	Arkadios Wealth Advisors Atlanta, Georgia	$46.2K	$0	1	0%	Maintained
964	SIA Sage Investment Advisers Wappingers Falls, New York	$46.1K	+$42.7K	1	0.05%	New
965	EC EntryPoint Capital New York	$45.6K	-$546K	1	0.03%	Reduced
966	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$45.1K	$0	2	0.01%	Maintained
967	JWM JGP Wealth Management Bend, Oregon	$44.5K	+$41.2K	1	0.01%	New
968	GIP Greatmark Investment Partners Columbus, Georgia	$43.8K	+$40.6K	1	0.01%	New
969	OGF Orin Green Financial San Diego, California	$43.7K	$0	1	0.02%	Maintained
970	PHS Pekin Hardy Strauss Chicago, Illinois	$43.7K	$0	1	0.01%	Maintained
971	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$43.7K	+$40.5K	1	0.01%	New
972	IP Ignite Planners San Clemente, California	$43.7K	$0	1	0.01%	Maintained
973	BIP Wealth Atlanta, Georgia	$43.3K	+$2.04K	1	0%	Increased
974	MWP Madison Wealth Partners Madison, Wisconsin	$42.1K	$0	1	0.01%	Maintained
975	Edmond de Rothschild Holding Chambesy, Switzerland	$42K	$0	1	0%	Maintained