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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	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$76K	-$65K	4	0%	Reduced
977	Larson Financial Group St Louis, Missouri	$76K	$0	2	0.01%	Maintained
978	LCS Levin Capital Strategies New York	$76K	$0	1	0.01%	Maintained
979	TB Terril Brothers St. Louis, Missouri	$76K	$0	1	0.02%	Maintained
980	APG Abacus Planning Group Columbia, South Carolina	$75K	+$13.8K	1	0.02%	Increased
981	CCA Checchi Capital Advisers Beverly Hills, California	$75K	-$6.44K	1	0.01%	Reduced
982	LJHT Laurie J. Hall Trustee	$75K	+$680	3	0.03%	Increased
983	NewEdge Wealth Pittsburgh, Pennsylvania	$75K	-$203K	1	0%	Reduced
984	Edmond de Rothschild Holding Chambesy, Switzerland	$74K	$0	1	0%	Maintained
985	FF FourThought Financial Venice, Florida	$74K	-$584	4	0.01%	Reduced
986	Nomura Asset Management Tokyo, Japan	$73.3K	+$75.4K	3	0%	New
987	Apollon Wealth Management Mount Pleasant, South Carolina	$73K	+$77.4K	1	0.01%	New
988	Baillie Gifford & Co Edinburgh, United Kingdom	$73K	-$204	3	0%	Reduced
989	CFFP Center for Financial Planning Southfied, Michigan	$72K	$0	1	0.01%	Maintained
990	SM SG3 Management Dorado, Puerto Rico	$72K	-$11.9K	1	0%	Reduced
991	EverSource Wealth Advisors Birmingham, Alabama	$71K	-$23.4K	5	0.02%	Reduced
992	MTC McDaniel Terry & Co Austin, Texas	$71K	$0	1	0.01%	Maintained
993	GWM Gitterman Wealth Management Edison, New Jersey	$70K	+$116	1	0.06%	Increased
994	NL NKCFO LLC Geneva, Illinois	$70K	$0	1	0.02%	Maintained
995	Stock Yards Bank & Trust Louisville, Kentucky	$70K	$0	1	0%	Maintained
996	KPCM Kings Point Capital Management Great Neck, New York	$69K	-$2.28K	1	0.01%	Reduced
997	KA KLCM Advisors Milwaukee, Wisconsin	$69K	$0	1	0.01%	Maintained
998	Cullen/Frost Bankers San Antonio, Texas	$68K	-$7K	5	0%	Reduced
999	CMF Counterpoint Mutual Funds San Diego, California	$67K	+$16K	1	0.05%	Increased
1000	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$67K	+$68.1K	1	0.07%	New