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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
976	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$85K	$0	2	0.02%	Maintained
977	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$85K	+$78.2K	3	0.06%	New
978	Park National Corp Newark, Ohio	$85K	-$122	1	0%	Reduced
979	Cullen/Frost Bankers San Antonio, Texas	$84K	-$140K	6	0%	Reduced
980	VWM Vigilare Wealth Management Scottsdale, Arizona	$84K	$0	1	0.05%	Maintained
981	KFS Kelly Financial Services Braintree, Massachusetts	$83.8K	$0	3	0.04%	Maintained
982	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$82K	+$77.2K	1	0.07%	New
983	KPCM Kings Point Capital Management Great Neck, New York	$81K	-$58.4K	1	0.01%	Reduced
984	MTC McDaniel Terry & Co Austin, Texas	$81K	$0	1	0.01%	Maintained
985	ZWJ Investment Counsel Atlanta, Georgia	$81K	+$76.2K	1	0%	New
986	NL NKCFO LLC Geneva, Illinois	$80K	+$75K	1	0.03%	New
987	Stock Yards Bank & Trust Louisville, Kentucky	$80K	$0	1	0%	Maintained
988	GWM Gitterman Wealth Management Edison, New Jersey	$79K	+$4.23K	1	0.06%	Increased
989	KA KLCM Advisors Milwaukee, Wisconsin	$79K	$0	1	0.02%	Maintained
990	TF TimeScale Financial Danvers, Massachusetts	$79K	-$35K	2	0.02%	Reduced
991	Kingsview Wealth Management Grants Pass, Oregon	$77K	-$12.4K	1	0%	Reduced
992	LJHT Laurie J. Hall Trustee	$77K	$0	3	0.03%	Maintained
993	SM SG3 Management Dorado, Puerto Rico	$77K	-$154K	1	0%	Reduced
994	Baillie Gifford & Co Edinburgh, United Kingdom	$76K	-$3.46K	3	0%	Reduced
995	Summit Trail Advisors New York	$76K	+$7.33K	1	0%	Increased
996	Harvest Fund Management Beijing, China	$75K	+$18.2K	2	0.01%	Increased
997	NCM Northside Capital Management Hood River, Oregon	$75K	$0	1	0.02%	Maintained
998	SSB Sandy Spring Bank Olney, Maryland	$75K	-$5.19K	2	0%	Reduced
999	WW Westshore Wealth Newport Beach, California	$75K	-$177K	1	0.05%	Reduced
1000	FF FourThought Financial Venice, Florida	$74K	+$29.8K	4	0.01%	Increased