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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	AP Advisors Preferred Rockville, Maryland	$22K	+$7.7K	1	0.01%	Increased
602	AA Apriem Advisors Irvine, California	$22K	+$18K	2	0.01%	Increased
603	MCM MV Capital Management Bethesda, Maryland	$21K	$0	1	0.01%	Maintained
604	SignatureFD Atlanta, Georgia	$21K	+$2.24K	2	0%	Increased
605	BIM Barton Investment Management West Conshohocken, Pennsylvania	$19K	+$19.3K	1	0.01%	New
606	KT Kanaly Trust Houston, Texas	$18K	+$2.71K	2	0%	Increased
607	MI Markston International White Plains, New York	$17K	-$555K	1	0%	Reduced
608	Balentine LLC Atlanta, Georgia	$16K	-$3.48K	1	0%	Reduced
609	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$15K	$0	2	0.01%	Maintained
610	Wealthspire Advisors (Maryland) Potomac, Maryland	$15K	+$15K	3	0%	New
611	EWM Edge Wealth Management New York	$14K	$0	1	0.01%	Maintained
612	GAM Gemmer Asset Management Walnut Creek, California	$14K	+$4.14K	4	0.01%	Increased
613	WA WFG Advisors Dallas, Texas	$14K	+$1.01K	2	0%	Increased
614	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$13.4K	+$13.6K	1	0.01%	New
615	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$13K	+$13.9K	1	0%	New
616	PHK Point72 Hong Kong Hong Kong	$13K	+$10.7K	1	0.04%	New
617	NSIM North Star Investment Management Chicago, Illinois	$12K	$0	1	0%	Maintained
618	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$12K	-$4.57K	3	0%	Reduced
619	TWI Thomas White International Chicago, Illinois	$12K	$0	1	0%	Maintained
620	VFA Virtus Fund Advisers Hartford, Connecticut	$12K	$0	3	0%	Maintained
621	ED Exane Derivatives Paris, France	$11.4K	-$157K	1	0%	Reduced
622	QAM QCI Asset Management Pittsford, New York	$11K	-$3.79K	2	0%	Reduced
623	SIG Stanford Investment Group Mountain View, California	$11K	$0	1	0.01%	Maintained
624	TCOV Trust Company of Vermont Brattleboro, Vermont	$11K	$0	2	0%	Maintained
625	AC Alexandria Capital Arlington, Virginia	$10K	+$11.5K	1	0%	New