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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	MTIP Magee Thomson Investment Partners San Diego, California	$8K	+$19	1	0%	Increased
602	Quadrant Capital Group Cincinnati, Ohio	$8K	-$1K	2	0.01%	Reduced
603	CFN Cordasco Financial Network Naples, Florida	$7K	$0	1	0.01%	Maintained
604	FIB First Interstate Bank Billings, Montana	$7K	+$7.39K	2	0%	New
605	HR Howe & Rusling Rochester, New York	$7K	$0	1	0%	Maintained
606	SIG Stanford Investment Group Mountain View, California	$7K	+$7.74K	1	0.01%	New
607	AA Apriem Advisors Irvine, California	$6K	$0	1	0%	Maintained
608	JFA JNBA Financial Advisors Bloomington, Minnesota	$5K	$0	1	0%	Maintained
609	Krilogy Financial St. Louis, Missouri	$5K	+$5.26K	1	0%	New
610	RWM Raffa Wealth Management Washington, District of Columbia	$4.13K	+$22	5	0%	Increased
611	Brown Brothers Harriman & Co New York	$4K	$0	1	0%	Maintained
612	IMS Index Management Solutions Philadelphia, Pennsylvania	$4K	-$558	1	0%	Reduced
613	OC Oakworth Capital Birmingham, Alabama	$4K	$0	2	0%	Maintained
614	PSI Pinnacle Summer Investments Fairfax, Virginia	$4K	+$1.41K	3	0%	Increased
615	UMA USA Mutuals Advisors Dallas, Texas	$4K	+$1.72K	1	0%	Increased
616	Advisory Services Network Atlanta, Georgia	$3K	-$598K	1	0%	Reduced
617	ClearBridge Investments New York	$3K	$0	1	0%	Maintained
618	DOA D'Orazio & Associates Falls Church, Virginia	$3K	+$341	3	0%	Increased
619	EDRE Edmond de Rothschild (Europe) Luxembourg	$3K	$0	1	0%	Maintained
620	Farmers & Merchants Investments Inc Lincoln, Nebraska	$3K	$0	1	0%	Maintained
621	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$3K	+$3.14K	2	0%	New
622	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	-$202K	1	0%	Reduced
623	RFA Reilly Financial Advisors La Mesa, California	$3K	+$3.06K	3	0%	New
624	Allworth Financial Folsom, California	$2K	+$701	2	0%	Increased
625	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained