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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	MHS M Holdings Securities Portland, Oregon	$23K	+$22K	1	0.01%	New
502	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$23K	$0	1	0.01%	Maintained
503	First Horizon Advisors Memphis, Tennessee	$20K	+$960	2	0%	Increased
504	PTC Private Trust Company Cleveland, Ohio	$20K	-$10.1K	1	0.01%	Reduced
505	Evercore Wealth Management New York	$18K	$0	1	0%	Maintained
506	WF WealthTrust Fairport Cleveland, Ohio	$18K	+$16.8K	1	0%	New
507	AAM American Asset Management Boca Raton, Florida	$17K	+$16.1K	1	0.01%	New
508	EWM Edge Wealth Management New York	$17K	$0	1	0.01%	Maintained
509	IRS Invictus RG (Singapore) Singapore	$17K	+$16.5K	1	0.02%	New
510	FMP Financial Management Professionals Austin, Texas	$16K	$0	2	0.01%	Maintained
511	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$16K	$0	1	0.01%	Maintained
512	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15K	$0	1	0%	Maintained
513	Synovus Financial Columbus, Georgia	$15K	-$9.66K	2	0%	Reduced
514	NSIM North Star Investment Management Chicago, Illinois	$14K	$0	1	0%	Maintained
515	QAM QCI Asset Management Pittsford, New York	$14K	$0	2	0%	Maintained
516	FWM Focused Wealth Management Newburgh, New York	$13K	+$113	2	0.01%	Increased
517	WA WFG Advisors Dallas, Texas	$13K	+$72	2	0%	Increased
518	GGPS Gary Goldberg Planning Services Suffern, New York	$12K	+$11.1K	1	0.01%	New
519	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$12K	+$1.92K	2	0.01%	Increased
520	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	$0	2	0.01%	Maintained
521	GH GAM Holding Zurich, Switzerland	$11K	$0	1	0%	Maintained
522	GAM Gemmer Asset Management Walnut Creek, California	$11K	-$1.44K	3	0.01%	Reduced
523	AC Alexandria Capital Arlington, Virginia	$10K	-$8.05K	1	0%	Reduced
524	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$9K	+$3.9K	2	0.01%	Increased
525	MSI Financial Services Springfield, Massachusetts	$9K	+$137	1	0%	Increased