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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
501	CCM Cazenove Capital Management London, United Kingdom	$1.5K	+$1.41K	1	0%	New
502	ATC Adirondack Trust Company Saratoga Springs, New York	$1K	+$704	1	0%	New
503	CA CapWealth Advisors Franklin, Tennessee	$1K	+$1.41K	1	0%	New
504	ECAM East Coast Asset Management Essex, Massachusetts	$1K	+$845	1	0%	New
505	FA Financial Advantage Columbia, Maryland	$1K	+$758	1	0%	New
506	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	+$704	1	0%	New
507	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1K	+$1.3K	1	0%	New
508	H Hexavest Montreal, Quebec, Canada	$1K	+$891	1	0%	New
509	IFWM Institute for Wealth Management Denver, Colorado	$1K	+$1.41K	1	0%	New
510	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	+$528	1	0%	New
511	MCF Advisors Covington, Kentucky	$1K	+$372	2	0%	New
512	PFS Penseco Financial Services Scranton, Pennsylvania	$1K	+$704	1	0%	New
513	PSI Pinnacle Summer Investments Fairfax, Virginia	$1K	+$948	2	0%	New
514	PSC Prentiss Smith & Co Brattleboro, Vermont	$1K	+$1.06K	1	0%	New
515	FMP Financial Management Professionals Austin, Texas	$0	+$141	1	0%	New
516	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$0	+$70	1	0%	New
517	MIM Macroview Investment Management Bethesda, Maryland	$0	+$317	1	0%	New
518	NES New England Securities New York	$0	+$352	1	0%	New
519	PP Palladium Partners Norfolk, Virginia	$0	+$88	1	0%	New