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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	NCM Nelson Capital Management Menlo Park, California	$81K	$0	1	0.04%	Maintained
477	Tower Research Capital (TRC) New York	$81K	-$874K	6	0.01%	Reduced
478	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$80K	$0	1	0.11%	Maintained
479	JT Jump Trading Chicago, Illinois	$72K	-$50.3K	1	0.01%	Reduced
480	PMFA Plante Moran Financial Advisors Southfield, Michigan	$71K	$0	2	0.04%	Maintained
481	WEC Winslow Evans & Crocker Boston, Massachusetts	$63K	+$61.7K	2	0.02%	New
482	Parallax Volatility Advisers San Francisco, California	$58K	-$168K	3	0%	Reduced
483	MCM Manchester Capital Management Manchester, Vermont	$57K	$0	1	0.01%	Maintained
484	Capital Analysts LLC Fort Washington, Pennsylvania	$53.1K	+$16.3K	1	0.01%	Increased
485	CFG CKW Financial Group Honolulu, Hawaii	$48K	+$44.4K	1	0.03%	New
486	TCM Tradewinds Capital Management Bellingham, Washington	$47K	+$43.7K	1	0.04%	New
487	WA WFG Advisors Dallas, Texas	$43K	+$15.4K	4	0.01%	Increased
488	PTC Private Trust Company Cleveland, Ohio	$41K	-$3.28K	2	0.02%	Reduced
489	M&T Bank Buffalo, New York	$40K	-$7.97K	1	0%	Reduced
490	RFA Reilly Financial Advisors La Mesa, California	$39K	+$24.8K	2	0.01%	Increased
491	Envestnet Asset Management Chicago, Illinois	$37K	+$7.92K	3	0%	Increased
492	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$37K	$0	2	0.03%	Maintained
493	KBC Group Brussels, Belgium	$36K	$0	1	0%	Maintained
494	Synovus Financial Columbus, Georgia	$34K	-$15.5K	1	0%	Reduced
495	WhitTier Trust Company Reno, Nevada	$32K	-$37.2K	2	0%	Reduced
496	SignatureFD Atlanta, Georgia	$30K	$0	1	0.01%	Maintained
497	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$26K	$0	1	0%	Maintained
498	MSI Financial Services Springfield, Massachusetts	$25K	-$236K	2	0%	Reduced
499	NES New England Securities New York	$25K	+$24.1K	2	0.01%	Increased
500	FMP Financial Management Professionals Austin, Texas	$24K	$0	2	0.02%	Maintained