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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	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$8K	+$8.08K	1	0%	New
527	ST Somerset Trust Somerset, Pennsylvania	$8K	$0	1	0.01%	Maintained
528	AA Apriem Advisors Irvine, California	$7K	$0	1	0%	Maintained
529	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$7K	$0	1	0%	Maintained
530	JIC Joel Isaacson & Co New York	$7K	+$1.13K	1	0%	Increased
531	TWI Thomas White International Chicago, Illinois	$7K	$0	1	0%	Maintained
532	TCOV Trust Company of Vermont Brattleboro, Vermont	$7K	$0	1	0%	Maintained
533	WA WFG Advisors Dallas, Texas	$7K	-$5.66K	2	0%	Reduced
534	Envestnet Asset Management Chicago, Illinois	$6K	-$18.5K	2	0%	Reduced
535	JFA JNBA Financial Advisors Bloomington, Minnesota	$6K	$0	1	0%	Maintained
536	KT Kanaly Trust Houston, Texas	$6K	+$598	1	0%	Increased
537	PSI Pinnacle Summer Investments Fairfax, Virginia	$6K	-$808	2	0%	Reduced
538	TF Tompkins Financial Ithaca, New York	$6K	$0	1	0%	Maintained
539	UFA US Financial Advisors Braintree, Massachusetts	$6K	+$6.06K	1	0.01%	New
540	Advisory Services Network Atlanta, Georgia	$5K	+$4.66K	2	0%	New
541	Benjamin F. Edwards & Company St. Louis, Missouri	$5K	$0	1	0%	Maintained
542	OC Oakworth Capital Birmingham, Alabama	$5K	$0	2	0%	Maintained
543	IC Intersect Capital San Ramon, California	$4K	+$4.04K	1	0%	New
544	MTIP Magee Thomson Investment Partners San Diego, California	$4K	-$167K	1	0%	Reduced
545	RegentAtlantic Capital Morristown, New Jersey	$3.09K	+$3.18K	1	0%	New
546	Brown Brothers Harriman & Co New York	$3K	+$3.02K	1	0%	New
547	ClearBridge Investments New York	$3K	-$1.82K	1	0%	Reduced
548	MUFG Americas New York	$3K	-$1.96K	1	0%	Reduced
549	RFA Reilly Financial Advisors La Mesa, California	$3K	-$3.98K	1	0%	Reduced
550	Colony Group Boston, Massachusetts	$2K	$0	1	0%	Maintained