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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	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$30K	$0	1	0%	Maintained
602	NFG Next Financial Group Houston, Texas	$27K	-$3.4K	3	0.01%	Reduced
603	Advisory Services Network Atlanta, Georgia	$26K	+$7.08K	3	0.01%	Increased
604	VIA Vantage Investment Advisors State College, Pennsylvania	$26K	+$24.8K	4	0.01%	Increased
605	WTB Washington Trust Bank Spokane, Washington	$26K	$0	1	0.01%	Maintained
606	Whittier Trust South Pasadena, California	$26K	-$930K	3	0%	Reduced
607	AssetMark Inc Concord, California	$25K	+$11.5K	1	0%	Increased
608	VNA Valley National Advisers Bethlehem, Pennsylvania	$25K	$0	3	0.01%	Maintained
609	FMP Financial Management Professionals Austin, Texas	$24K	$0	3	0.01%	Maintained
610	First Horizon Advisors Memphis, Tennessee	$24K	+$2.65K	4	0%	Increased
611	FineMark National Bank & Trust Fort Myers, Florida	$23K	-$36K	2	0%	Reduced
612	HCM Horrell Capital Management Little Rock, Arkansas	$23K	$0	1	0.01%	Maintained
613	TCM Tradewinds Capital Management Bellingham, Washington	$23K	$0	2	0.02%	Maintained
614	BAM Brave Asset Management Summit, New Jersey	$22K	$0	1	0.01%	Maintained
615	Quadrant Capital Group Cincinnati, Ohio	$22K	-$19.7K	4	0.02%	Reduced
616	MUFG Americas New York	$21K	+$7.57K	2	0%	Increased
617	WA Winfield Associates Cleveland, Ohio	$21K	+$16.8K	2	0.01%	Increased
618	CCM Cribstone Capital Management Augusta, Maine	$20K	+$21.6K	2	0.01%	New
619	Evercore Wealth Management New York	$20K	+$619	2	0%	Increased
620	JCM Jacobi Capital Management Pittston, Pennsylvania	$19K	+$20.4K	1	0.01%	New
621	MCM MV Capital Management Bethesda, Maryland	$19K	$0	1	0.01%	Maintained
622	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$19K	+$18.1K	1	0%	New
623	SignatureFD Atlanta, Georgia	$18K	+$1.5K	1	0%	Increased
624	Wealthspire Advisors (Maryland) Potomac, Maryland	$18K	-$11.2K	3	0%	Reduced
625	PCP Proficio Capital Partners Newton, Massachusetts	$16K	+$5.27K	2	0.01%	Increased