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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	SW SVB Wealth Boston, Massachusetts	$75K	-$86K	1	0%	Reduced
527	Capital Analysts LLC Fort Washington, Pennsylvania	$74.2K	$0	1	0.02%	Maintained
528	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$70.6K	$0	1	0%	Maintained
529	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$69K	$0	1	0.02%	Maintained
530	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$69K	+$72.9K	1	0.02%	New
531	FineMark National Bank & Trust Fort Myers, Florida	$61K	$0	3	0.01%	Maintained
532	First Horizon Advisors Memphis, Tennessee	$61K	+$7.13K	2	0.01%	Increased
533	CPP Crow Point Partners Boston, Massachusetts	$60K	+$54.4K	2	0.01%	Increased
534	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$55K	+$58.6K	1	0%	New
535	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$55K	$0	1	0%	Maintained
536	PMFA Plante Moran Financial Advisors Southfield, Michigan	$53K	$0	1	0.04%	Maintained
537	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$48K	-$45.7K	1	0.03%	Reduced
538	FCCM First City Capital Management Savannah, Georgia	$42.7K	$0	1	0.03%	Maintained
539	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$41K	$0	1	0%	Maintained
540	Evercore Wealth Management New York	$36K	$0	1	0%	Maintained
541	Walleye Trading New York	$36K	-$3.88M	2	0%	Reduced
542	Zurich Cantonal Bank Zurich, Switzerland	$35K	+$5.54K	5	0%	Increased
543	Huntington National Bank Columbus, Ohio	$34K	-$3.97K	4	0%	Reduced
544	NFG Next Financial Group Houston, Texas	$34K	-$7.29K	2	0.01%	Reduced
545	RIA Regal Investment Advisors Kentwood, Michigan	$34K	$0	2	0.01%	Maintained
546	GWM Gupta Wealth Management San Diego, California	$33K	$0	2	0.01%	Maintained
547	WTB Washington Trust Bank Spokane, Washington	$32K	$0	1	0.01%	Maintained
548	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$31K	+$10.2K	1	0.03%	Increased
549	WhitTier Trust Company Reno, Nevada	$30K	$0	2	0%	Maintained
550	TCM Tradewinds Capital Management Bellingham, Washington	$29K	-$729	1	0.02%	Reduced