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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	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
552	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	+$805	1	0%	Increased
553	LWM LBA Wealth Management Jacksonville, Florida	$2K	+$1.92K	1	0%	New
554	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$2K	$0	1	0%	Maintained
555	Smithfield Trust Pittsburgh, Pennsylvania	$2K	$0	1	0%	Maintained
556	EWM Elite Wealth Management Kirkland, Washington	$1K	$0	1	0%	Maintained
557	HI Hudock Inc Williamsport, Pennsylvania	$1K	-$9.77K	1	0%	Reduced
558	NES New England Securities New York	$1K	$0	1	0%	Maintained
559	One Capital Management Westlake Village, California	$1K	+$805	1	0%	New
560	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
561	RWM Raffa Wealth Management Washington, District of Columbia	$903	+$943	2	0%	New
562	1832 Asset Management Toronto, Ontario, Canada	$0	+$549	1	0%	New
563	ARC Absolute Return Capital Boston, Massachusetts	$0	-$2.93M	0	–	Closed
564	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
565	Axa Paris, France	$0	-$3.94M	0	–	Closed
566	BB&T Securities Richmond, Virginia	$0	-$944K	0	–	Closed
567	BFG Beacon Financial Group Dallas, Texas	$0	-$232K	0	–	Closed
568	BLM Bennett Lawrence Management New York	$0	-$2.86M	0	–	Closed
569	BlackRock Japan Tokyo, Japan	$0	-$83K	0	–	Closed
570	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$1.18M	0	–	Closed
571	BOK Financial Tulsa, Oklahoma	$0	-$261K	0	–	Closed
572	BS Bow Street New York	$0	-$8.92M	0	–	Closed
573	BC Brahman Capital New York	$0	-$22.4M	0	–	Closed
574	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$82.4K	0	–	Closed
575	BPM Bronson Point Management Fairfield, Connecticut	$0	-$21.7M	0	–	Closed