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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
526	TCI Wealth Advisors Tucson, Arizona	$8K	$0	1	0.01%	Maintained
527	TCOV Trust Company of Vermont Brattleboro, Vermont	$8K	-$2.63K	1	0%	Reduced
528	OC Oakworth Capital Birmingham, Alabama	$7K	+$7.29K	2	0%	New
529	CFS Community Financial System Syracuse, New York	$6K	+$5.26K	1	0%	New
530	JFA JNBA Financial Advisors Bloomington, Minnesota	$6K	$0	1	0%	Maintained
531	JIC Joel Isaacson & Co New York	$6K	$0	2	0%	Maintained
532	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	+$1.99K	2	0%	Increased
533	Benjamin F. Edwards & Company St. Louis, Missouri	$5K	$0	1	0%	Maintained
534	NHFG New Harbor Financial Group Worcester, Massachusetts	$5K	$0	1	0.01%	Maintained
535	HCM Highlander Capital Management Short Hills, New Jersey	$4.66K	$0	1	0%	Maintained
536	AA Apriem Advisors Irvine, California	$4K	-$1.5K	1	0%	Reduced
537	SFSIG San Francisco Sentry Investment Group San Francisco, California	$4K	-$3.76K	1	0%	Reduced
538	TF Tompkins Financial Ithaca, New York	$4K	$0	1	0%	Maintained
539	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$3K	$0	1	0%	Maintained
540	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$3K	$0	1	0%	Maintained
541	Smithfield Trust Pittsburgh, Pennsylvania	$3K	$0	1	0%	Maintained
542	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$2.06K	+$2K	1	0.29%	New
543	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
544	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$2K	+$1.5K	1	0%	New
545	PFG Piershale Financial Group Barrington, Illinois	$2K	-$3.26M	2	0%	Reduced
546	TFO Tarbox Family Office Newport Beach, California	$2K	+$2.25K	1	0%	New
547	VNB Valley National Bancorp New York	$2K	+$2.25K	1	0%	New
548	VIA Vantage Investment Advisors State College, Pennsylvania	$2K	+$1.5K	1	0%	New
549	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.39K	+$1.38K	1	0%	New
550	Advisory Services Network Atlanta, Georgia	$1K	+$1.25K	1	0%	New