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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
1001	GAM Gemmer Asset Management Walnut Creek, California	$66K	$0	4	0.01%	Maintained
1002	LA Latitude Advisors Vero Beach, Florida	$66K	+$67K	1	0.01%	New
1003	LFA Legacy Financial Advisors Covington, Kentucky	$66K	+$66.7K	1	0.01%	New
1004	NCM Northside Capital Management Hood River, Oregon	$66K	$0	1	0.02%	Maintained
1005	Park National Corp Newark, Ohio	$66K	-$8.76K	1	0%	Reduced
1006	UFF USA Financial Formulas Ada, Michigan	$65K	+$70.1K	1	0.07%	New
1007	BL Bleichroeder LP New York	$64K	$0	1	0.01%	Maintained
1008	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$64K	-$8.14K	1	0.06%	Reduced
1009	EWM Endurance Wealth Management Providence, Rhode Island	$62K	$0	1	0.01%	Maintained
1010	Venture Visionary Partners Sylvania, Ohio	$62K	-$214K	1	0%	Reduced
1011	KFS Kelly Financial Services Braintree, Massachusetts	$61.9K	$0	3	0.03%	Maintained
1012	EVM Evelyn V. Moreno	$61K	+$61.7K	1	0.01%	New
1013	Allworth Financial Folsom, California	$60K	+$15.5K	3	0%	Increased
1014	AGP Autumn Glory Partners Dallas, Texas	$60K	-$35.1K	1	0.03%	Reduced
1015	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$60K	-$24.9K	1	0%	Reduced
1016	SRC Sage Rhino Capital Menlo Park, California	$60K	+$2.03K	1	0.02%	Increased
1017	SSB Sandy Spring Bank Olney, Maryland	$60K	-$7.34K	2	0%	Reduced
1018	WW Westshore Wealth Newport Beach, California	$60K	$0	1	0.04%	Maintained
1019	Balentine LLC Atlanta, Georgia	$59K	+$3.65K	1	0%	Increased
1020	Summit Trail Advisors New York	$59K	-$7.97K	1	0%	Reduced
1021	Kingsview Wealth Management Grants Pass, Oregon	$58.7K	-$9.37K	1	0%	Reduced
1022	SWM Silverlake Wealth Management Williston, Vermont	$58K	$0	1	0.03%	Maintained
1023	Harvest Fund Management Beijing, China	$58K	$0	2	0.01%	Maintained
1024	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$57K	$0	1	0.01%	Maintained
1025	OL Optas LLC Austin, Texas	$57K	-$1.16K	1	0.02%	Reduced