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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
576	TI Turner Investments Berwyn, Pennsylvania	$3K	$0	1	0%	Maintained
577	BAM Bruderman Asset Management Locust Valley, New York	$2K	+$1.81K	1	0%	New
578	GC Globeflex Capital San Diego, California	$2K	+$1.33K	2	0%	New
579	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
580	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	$0	1	0%	Maintained
581	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2K	-$33K	1	0%	Reduced
582	Klingman & Associates New York	$2K	$0	1	0%	Maintained
583	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
584	PIA Peachtree Investment Advisors Atlanta, Georgia	$2K	$0	1	0%	Maintained
585	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$2K	$0	1	0%	Maintained
586	1832 Asset Management Toronto, Ontario, Canada	$1K	+$780	1	0%	New
587	Acadian Asset Management Boston, Massachusetts	$1K	+$975	1	0%	New
588	Allworth Financial Folsom, California	$1K	+$1.35K	1	0%	New
589	AWS Aris Wealth Services State College, Pennsylvania	$1K	+$1.17K	1	0%	New
590	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
591	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	$0	1	0%	Maintained
592	SignatureFD Atlanta, Georgia	$1K	+$678	1	0%	New
593	SIA Stancorp Investment Advisers Portland, Oregon	$1K	$0	1	0%	Maintained
594	Wealthfront Palo Alto, California	$1K	+$578	1	0%	Increased
595	AL Airain Ltd St. Peter Port, Guernsey	$0	-$1.47M	0	–	Closed
596	AC Alexandria Capital Arlington, Virginia	$0	-$10K	0	–	Closed
597	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
598	BCM Bluefin Capital Management New York	$0	-$343K	0	–	Closed
599	BS Bow Street New York	$0	-$6.81M	0	–	Closed
600	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$19K	0	–	Closed