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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	WhitTier Trust Company Reno, Nevada	$27K	$0	2	0%	Maintained
502	Evercore Wealth Management New York	$25K	$0	1	0%	Maintained
503	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$22K	+$808	1	0%	Increased
504	TCI Wealth Advisors Tucson, Arizona	$22K	+$13.2K	2	0.01%	Increased
505	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$19K	+$19.5K	3	0%	New
506	FMP Financial Management Professionals Austin, Texas	$19K	$0	2	0.01%	Maintained
507	MCM MV Capital Management Bethesda, Maryland	$19K	+$16.7K	1	0.01%	New
508	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$19K	+$16.7K	1	0%	New
509	EWM Edge Wealth Management New York	$16K	$0	1	0.01%	Maintained
510	QAM QCI Asset Management Pittsford, New York	$16K	$0	2	0%	Maintained
511	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$15K	+$13.2K	1	0.01%	New
512	LIA LS Investment Advisors Bloomfield Hills, Michigan	$14K	$0	1	0%	Maintained
513	GH GAM Holding Zurich, Switzerland	$13K	+$513	1	0%	Increased
514	NSIM North Star Investment Management Chicago, Illinois	$13K	$0	1	0%	Maintained
515	Synovus Financial Columbus, Georgia	$13K	$0	2	0%	Maintained
516	FWM Focused Wealth Management Newburgh, New York	$12K	$0	2	0.01%	Maintained
517	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$11K	+$1.65K	2	0.01%	Increased
518	GAM Gemmer Asset Management Walnut Creek, California	$11K	-$1.16K	3	0.01%	Reduced
519	AC Alexandria Capital Arlington, Virginia	$10K	$0	1	0%	Maintained
520	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10K	-$1K	1	0.01%	Reduced
521	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$10K	-$2.92K	1	0.01%	Reduced
522	MSI Financial Services Springfield, Massachusetts	$9K	+$808	1	0%	Increased
523	CFN Cordasco Financial Network Naples, Florida	$8K	$0	1	0.01%	Maintained
524	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	$0	1	0%	Maintained
525	HR Howe & Rusling Rochester, New York	$8K	$0	1	0%	Maintained