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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	WEC Winslow Evans & Crocker Boston, Massachusetts	$56.8K	-$998	2	0.02%	Reduced
527	MCM Manchester Capital Management Manchester, Vermont	$53K	+$1.5K	1	0.01%	Increased
528	FCCM First City Capital Management Savannah, Georgia	$50.2K	+$51.2K	2	0.04%	New
529	Capital Analysts LLC Fort Washington, Pennsylvania	$49.4K	+$2.95K	1	0.01%	Increased
530	MCM Mazama Capital Management Portland, Oregon	$46K	+$47.6K	1	0.04%	New
531	CFG CKW Financial Group Honolulu, Hawaii	$45K	$0	1	0.02%	Maintained
532	Envestnet Asset Management Chicago, Illinois	$44K	+$10.1K	3	0%	Increased
533	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$42K	+$22.2K	1	0.04%	Increased
534	RIA Regal Investment Advisors Kentwood, Michigan	$41K	+$19.8K	2	0.02%	Increased
535	TCM Tradewinds Capital Management Bellingham, Washington	$35K	-$7.5K	1	0.03%	Reduced
536	WTB Washington Trust Bank Spokane, Washington	$34K	+$35.3K	1	0.01%	New
537	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$33K	$0	2	0.02%	Maintained
538	WhitTier Trust Company Reno, Nevada	$29K	$0	2	0%	Maintained
539	JT Jump Trading Chicago, Illinois	$25K	-$40.9K	1	0%	Reduced
540	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$24K	$0	1	0%	Maintained
541	FMP Financial Management Professionals Austin, Texas	$23K	$0	2	0.02%	Maintained
542	NES New England Securities New York	$23K	$0	2	0.01%	Maintained
543	First Horizon Advisors Memphis, Tennessee	$22K	+$12.6K	2	0%	Increased
544	Synovus Financial Columbus, Georgia	$22K	-$9.75K	1	0%	Reduced
545	FineMark National Bank & Trust Fort Myers, Florida	$21K	$0	2	0%	Maintained
546	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$21K	+$5.33K	2	0%	Increased
547	PTC Private Trust Company Cleveland, Ohio	$21K	-$16.9K	2	0.01%	Reduced
548	TF Trutina Financial Bellevue, Washington	$21K	+$21K	1	0.02%	New
549	WA WFG Advisors Dallas, Texas	$21K	-$18.5K	3	0%	Reduced
550	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$20K	$0	1	0%	Maintained