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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
551	GAM Gemmer Asset Management Walnut Creek, California	$18K	+$18K	3	0.01%	New
552	AC Alexandria Capital Arlington, Virginia	$16K	$0	1	0.01%	Maintained
553	EWM Edge Wealth Management New York	$15K	$0	1	0.01%	Maintained
554	Evercore Wealth Management New York	$15K	$0	1	0%	Maintained
555	CCS Crosspoint Capital Strategies Orinda, California	$13K	+$12.7K	1	0.01%	New
556	GH GAM Holding Zurich, Switzerland	$13K	$0	1	0%	Maintained
557	LIA LS Investment Advisors Bloomfield Hills, Michigan	$13K	$0	1	0%	Maintained
558	NSIM North Star Investment Management Chicago, Illinois	$13K	+$13.2K	1	0%	New
559	FWM Focused Wealth Management Newburgh, New York	$12K	$0	2	0.01%	Maintained
560	MSI Financial Services Springfield, Massachusetts	$12K	-$11.8K	1	0%	Reduced
561	QAM QCI Asset Management Pittsford, New York	$12K	$0	2	0%	Maintained
562	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$12K	+$617	2	0.01%	Increased
563	ClearBridge Investments New York	$11K	$0	1	0%	Maintained
564	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	+$1.46K	2	0.01%	Increased
565	HI Hudock Inc Williamsport, Pennsylvania	$10K	-$5K	1	0.01%	Reduced
566	RFA Reilly Financial Advisors La Mesa, California	$9K	-$28K	1	0%	Reduced
567	TWI Thomas White International Chicago, Illinois	$9K	+$8.94K	1	0%	New
568	TF Tompkins Financial Ithaca, New York	$9K	+$6.16K	1	0%	Increased
569	CFN Cordasco Financial Network Naples, Florida	$7K	$0	1	0.01%	Maintained
570	HR Howe & Rusling Rochester, New York	$7K	$0	1	0%	Maintained
571	ST Somerset Trust Somerset, Pennsylvania	$7K	$0	1	0.01%	Maintained
572	TCI Wealth Advisors Tucson, Arizona	$7K	$0	1	0%	Maintained
573	TCOV Trust Company of Vermont Brattleboro, Vermont	$7K	-$1.24K	1	0%	Reduced
574	WA WealthTrust-Arizona Scottsdale, Arizona	$7K	+$7.06K	1	0.01%	New
575	JFA JNBA Financial Advisors Bloomington, Minnesota	$6K	$0	1	0%	Maintained