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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
601	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	+$329	2	0%	Increased
602	Advisory Services Network Atlanta, Georgia	$0	-$1K	0	–	Closed
603	Alpha Cubed Investments Irvine, California	$0	-$1.33M	0	–	Closed
604	AC Amici Capital New York	$0	-$487K	0	–	Closed
605	Anchor Capital Advisors Boston, Massachusetts	$0	-$2.59M	0	–	Closed
606	Avior Wealth Management Omaha, Nebraska	$0	+$24	1	0%	New
607	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$1K	0	–	Closed
608	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$222K	0	–	Closed
609	BUB BBVA USA Bancshares Houston, Texas	$0	-$229K	0	–	Closed
610	BCM Bluefin Capital Management New York	$0	-$454K	0	–	Closed
611	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$8.7M	0	–	Closed
612	BCM Buckhead Capital Management Atlanta, Georgia	$0	-$574K	0	–	Closed
613	CCM Cadence Capital Management Boston, Massachusetts	$0	-$11M	0	–	Closed
614	Capital Fund Management (CFM) Paris, France	$0	-$5.97M	0	–	Closed
615	Carson Wealth (CWM LLC) Omaha, Nebraska	$0	-$13K	0	–	Closed
616	CCG Chatham Capital Group Savannah, Georgia	$0	-$491K	0	–	Closed
617	Colony Group Boston, Massachusetts	$0	-$1K	0	–	Closed
618	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$1.05M	0	–	Closed
619	CCMH Cornerstone Capital Management Holdings New York	$0	$0	0	–	Closed
620	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$2.56M	0	–	Closed
621	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
622	Eagle Asset Management St Petersburg, Florida	$0	-$2.28M	0	–	Closed
623	FA Financial Advantage Columbia, Maryland	$0	-$1K	0	–	Closed
624	FCM Forester Capital Management Lake Forest, Illinois	$0	-$120K	0	–	Closed
625	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$605K	0	–	Closed