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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
451	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$37K	+$34.6K	1	0.09%	New
452	PMFA Plante Moran Financial Advisors Southfield, Michigan	$37K	+$34.9K	2	0.03%	New
453	Synovus Financial Columbus, Georgia	$35K	+$32.7K	1	0%	New
454	JT Jump Trading Chicago, Illinois	$34K	+$31.6K	1	0.01%	New
455	Capital Analysts LLC Fort Washington, Pennsylvania	$33.6K	+$33.9K	1	0.01%	New
456	IRS Invictus RG (Singapore) Singapore	$33K	+$31.1K	1	0.04%	New
457	WA WFG Advisors Dallas, Texas	$32K	+$31.4K	2	0.01%	New
458	BlackRock Japan Tokyo, Japan	$30K	+$28.7K	1	0%	New
459	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$28K	+$23.4K	1	0%	New
460	MCM Manchester Capital Management Manchester, Vermont	$26K	+$24.6K	1	0%	New
461	AC Alexandria Capital Arlington, Virginia	$24K	+$21.5K	3	0.01%	New
462	HR Howe & Rusling Rochester, New York	$24K	+$23.3K	3	0.01%	New
463	RIA Regal Investment Advisors Kentwood, Michigan	$24K	+$21.4K	2	0.01%	New
464	M&T Bank Buffalo, New York	$22K	+$21K	1	0%	New
465	Bartlett & Co Cincinnati, Ohio	$21K	+$19.8K	1	0%	New
466	Evercore Wealth Management New York	$18K	+$15.2K	1	0%	New
467	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$18K	+$16.6K	2	0.02%	New
468	PTC Private Trust Company Cleveland, Ohio	$17K	+$15.8K	2	0.01%	New
469	RFA Reilly Financial Advisors La Mesa, California	$17K	+$16.4K	1	0.01%	New
470	ClearBridge Investments New York	$16K	+$14.3K	1	0%	New
471	EWM Edge Wealth Management New York	$15K	+$14.1K	1	0.01%	New
472	Envestnet Asset Management Chicago, Illinois	$15K	+$14.8K	2	0%	New
473	GH GAM Holding Zurich, Switzerland	$14K	+$12.2K	1	0%	New
474	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$12K	+$10.9K	3	0.01%	New
475	First Horizon Advisors Memphis, Tennessee	$10K	+$9.67K	1	0.01%	New