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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	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$82K	$0	1	0.02%	Maintained
502	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$77.9K	$0	1	0.01%	Maintained
503	CCM Catapult Capital Management New York	$76K	+$76K	1	0.01%	New
504	Bessemer Group Woodbridge, New Jersey	$64K	-$5K	3	0%	Reduced
505	PMFA Plante Moran Financial Advisors Southfield, Michigan	$59K	-$7K	1	0.05%	Reduced
506	RIA Regal Investment Advisors Kentwood, Michigan	$54K	+$11.9K	2	0.02%	Increased
507	Capital Analysts LLC Fort Washington, Pennsylvania	$50.7K	+$4.27K	1	0.01%	Increased
508	FCCM First City Capital Management Savannah, Georgia	$47.1K	-$4.62K	1	0.03%	Reduced
509	OIA Optimum Investment Advisors Chicago, Illinois	$46K	+$45.6K	1	0.01%	Increased
510	WEC Winslow Evans & Crocker Boston, Massachusetts	$45.7K	-$11.8K	2	0.02%	Reduced
511	CFG CKW Financial Group Honolulu, Hawaii	$45K	$0	1	0.02%	Maintained
512	WTB Washington Trust Bank Spokane, Washington	$43K	+$7.81K	1	0.01%	Increased
513	FineMark National Bank & Trust Fort Myers, Florida	$36K	+$15.2K	2	0.01%	Increased
514	TCM Tradewinds Capital Management Bellingham, Washington	$36K	$0	1	0.03%	Maintained
515	VIA Vantage Investment Advisors State College, Pennsylvania	$35K	+$30.8K	2	0.02%	Increased
516	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$34K	+$34.6K	1	0.01%	New
517	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$34K	$0	2	0.02%	Maintained
518	PTC Private Trust Company Cleveland, Ohio	$28K	+$6.63K	3	0.01%	Increased
519	WhitTier Trust Company Reno, Nevada	$28K	$0	2	0%	Maintained
520	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$24K	$0	1	0%	Maintained
521	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$22K	$0	2	0%	Maintained
522	Synovus Financial Columbus, Georgia	$22K	+$288	2	0%	Increased
523	FMP Financial Management Professionals Austin, Texas	$21K	$0	2	0.01%	Maintained
524	First Horizon Advisors Memphis, Tennessee	$21K	+$980	2	0%	Increased
525	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$20K	-$19.4K	1	0.02%	Reduced