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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	TC TradeLink Capital Chicago, Illinois	$66K	+$56.8K	1	0.09%	New
477	Algert Global San Francisco, California	$65K	+$61.7K	1	0.04%	New
478	PMFA Plante Moran Financial Advisors Southfield, Michigan	$61K	$0	1	0.04%	Maintained
479	BAM Brave Asset Management Summit, New Jersey	$58K	-$72.7K	1	0.04%	Reduced
480	NPC National Planning Corporation El Segundo, California	$55.4K	+$58.6K	2	0%	New
481	Capital Analysts LLC Fort Washington, Pennsylvania	$53.4K	-$10.2K	1	0.01%	Reduced
482	NFG Next Financial Group Houston, Texas	$49K	-$94.8K	2	0.02%	Reduced
483	FCCM First City Capital Management Savannah, Georgia	$49K	$0	1	0.03%	Maintained
484	VFA Virtus Fund Advisers Hartford, Connecticut	$48K	-$21K	2	0%	Reduced
485	OIA Optimum Investment Advisors Chicago, Illinois	$47K	-$517	1	0.02%	Reduced
486	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$39K	$0	1	0%	Maintained
487	TCM Tradewinds Capital Management Bellingham, Washington	$38K	$0	1	0.03%	Maintained
488	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$37K	$0	2	0.01%	Maintained
489	WTB Washington Trust Bank Spokane, Washington	$37K	$0	1	0.01%	Maintained
490	PCM Prelude Capital Management New York	$36K	-$655K	1	0.01%	Reduced
491	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$35K	$0	2	0.02%	Maintained
492	RIA Regal Investment Advisors Kentwood, Michigan	$35K	-$1.62K	2	0.01%	Reduced
493	FineMark National Bank & Trust Fort Myers, Florida	$34K	-$2.12K	2	0.01%	Reduced
494	FFA First Foundation Advisors Irvine, California	$34K	-$48K	1	0%	Reduced
495	WEC Winslow Evans & Crocker Boston, Massachusetts	$33.6K	$0	2	0.01%	Maintained
496	CFG CKW Financial Group Honolulu, Hawaii	$31K	$0	1	0.01%	Maintained
497	SEC Seven Eight Capital New York	$31K	-$41.7K	1	0.05%	Reduced
498	VIA Vantage Investment Advisors State College, Pennsylvania	$31K	$0	2	0.02%	Maintained
499	LNB Ledyard National Bank	$29K	$0	1	0.01%	Maintained
500	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$29K	-$48	2	0%	Reduced