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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
476	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30K	$0	1	0%	Maintained
477	HMS Hanseatic Management Services Albuquerque, New Mexico	$29K	-$17.3K	1	0.02%	Reduced
478	Envestnet Asset Management Chicago, Illinois	$28K	+$7.85K	3	0%	Increased
479	WA WFG Advisors Dallas, Texas	$26K	-$16.8K	3	0%	Reduced
480	FMP Financial Management Professionals Austin, Texas	$25K	+$22.5K	2	0.02%	Increased
481	SignatureFD Atlanta, Georgia	$24K	-$28.9K	1	0.01%	Reduced
482	HR Howe & Rusling Rochester, New York	$23K	-$6K	2	0.01%	Reduced
483	OIA Optimum Investment Advisors Chicago, Illinois	$23K	+$22.2K	2	0.01%	New
484	Evercore Wealth Management New York	$19K	$0	1	0%	Maintained
485	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$18K	-$212	1	0%	Reduced
486	TF Trutina Financial Bellevue, Washington	$18K	+$13.2K	1	0.02%	New
487	AC Alexandria Capital Arlington, Virginia	$16K	-$15.7K	2	0.01%	Reduced
488	Carson Wealth (CWM LLC) Omaha, Nebraska	$16K	+$13.7K	3	0%	New
489	PAS Partnervest Advisory Services Santa Barbara, California	$16K	+$1.42K	1	0.01%	Increased
490	GH GAM Holding Zurich, Switzerland	$15K	$0	1	0%	Maintained
491	MUFG Americas New York	$14K	-$1.36M	1	0%	Reduced
492	EWM Edge Wealth Management New York	$13K	-$9.43K	1	0.01%	Reduced
493	LIA LS Investment Advisors Bloomfield Hills, Michigan	$12K	$0	1	0%	Maintained
494	RFA Reilly Financial Advisors La Mesa, California	$12K	-$6.49K	2	0%	Reduced
495	ClearBridge Investments New York	$10K	-$11.8K	1	0%	Reduced
496	First Horizon Advisors Memphis, Tennessee	$10K	-$836	1	0%	Reduced
497	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$10K	-$4K	2	0.01%	Reduced
498	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$9K	$0	2	0.01%	Maintained
499	HI Hudock Inc Williamsport, Pennsylvania	$9K	$0	1	0.01%	Maintained
500	QAM QCI Asset Management Pittsford, New York	$9K	$0	2	0%	Maintained