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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	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$20K	$0	1	0%	Maintained
527	NFG Next Financial Group Houston, Texas	$20K	+$21.1K	2	0.01%	New
528	AC Alexandria Capital Arlington, Virginia	$17K	$0	1	0.01%	Maintained
529	Envestnet Asset Management Chicago, Illinois	$16K	-$27.4K	2	0%	Reduced
530	Evercore Wealth Management New York	$16K	$0	1	0%	Maintained
531	EWM Edge Wealth Management New York	$15K	$0	1	0.01%	Maintained
532	GAM Gemmer Asset Management Walnut Creek, California	$15K	-$657	3	0.01%	Reduced
533	LIA LS Investment Advisors Bloomfield Hills, Michigan	$14K	$0	1	0%	Maintained
534	FWM Focused Wealth Management Newburgh, New York	$13K	$0	2	0.01%	Maintained
535	NSIM North Star Investment Management Chicago, Illinois	$13K	-$380	1	0%	Reduced
536	ClearBridge Investments New York	$12K	$0	1	0%	Maintained
537	GH GAM Holding Zurich, Switzerland	$12K	$0	1	0%	Maintained
538	QAM QCI Asset Management Pittsford, New York	$12K	-$888	2	0%	Reduced
539	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$12K	+$1.47K	2	0.01%	Increased
540	WA WFG Advisors Dallas, Texas	$11K	-$11K	2	0%	Reduced
541	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$10K	-$1.27K	2	0.01%	Reduced
542	HI Hudock Inc Williamsport, Pennsylvania	$10K	$0	1	0.01%	Maintained
543	AF Arrow Financial Glens Falls, New York	$9K	+$8.73K	1	0%	New
544	JIC Joel Isaacson & Co New York	$9K	+$3.04K	2	0%	Increased
545	RFA Reilly Financial Advisors La Mesa, California	$9K	$0	1	0%	Maintained
546	TF Tompkins Financial Ithaca, New York	$9K	$0	1	0%	Maintained
547	CFN Cordasco Financial Network Naples, Florida	$8K	$0	1	0.01%	Maintained
548	HR Howe & Rusling Rochester, New York	$8K	$0	1	0%	Maintained
549	MSI Financial Services Springfield, Massachusetts	$8K	-$4.24K	1	0%	Reduced
550	ST Somerset Trust Somerset, Pennsylvania	$8K	$0	1	0.01%	Maintained