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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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2K	$0	1	0%	Maintained
552	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
553	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	$0	1	0%	Maintained
554	Klingman & Associates New York	$2K	+$2.14K	1	0%	New
555	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	+$1.67K	1	0%	New
556	PIA Peachtree Investment Advisors Atlanta, Georgia	$2K	$0	1	0%	Maintained
557	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$2K	$0	1	0%	Maintained
558	TI Turner Investments Berwyn, Pennsylvania	$2K	-$3.6M	1	0%	Reduced
559	WCM Wealthcare Capital Management Richmond, Virginia	$2K	$0	1	0%	Maintained
560	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
561	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	-$3.66M	1	0%	Reduced
562	NES New England Securities New York	$1K	$0	1	0%	Maintained
563	SIA Stancorp Investment Advisers Portland, Oregon	$1K	+$808	1	0%	New
564	RWM Raffa Wealth Management Washington, District of Columbia	$934	$0	2	0%	Maintained
565	1832 Asset Management Toronto, Ontario, Canada	$0	$0	0	–	Closed
566	ACM Afton Capital Management Charlotte, North Carolina	$0	-$1.32M	0	–	Closed
567	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$1.74M	0	–	Closed
568	AP Alydar Partners Boston, Massachusetts	$0	-$11.4M	0	–	Closed
569	AAM American Asset Management Boca Raton, Florida	$0	-$17K	0	–	Closed
570	AC Andromeda Capital White Plains, New York	$0	-$2.19M	0	–	Closed
571	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$0	-$5.57M	0	–	Closed
572	AF Arrow Financial Glens Falls, New York	$0	-$7K	0	–	Closed
573	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
574	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$85K	0	–	Closed
575	BPIM Brant Point Investment Management New York	$0	-$1.31M	0	–	Closed