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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
626	JIC Joel Isaacson & Co New York	$2K	-$2.63K	1	0%	Reduced
627	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2K	$0	1	0%	Maintained
628	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
629	MUFG Americas New York	$2K	$0	1	0%	Maintained
630	WC Whitnell & Co Oak Brook, Illinois	$2K	+$1.93K	1	0%	New
631	CHP Cable Hill Partners Portland, Oregon	$1K	+$606	1	0%	New
632	Harding Loevner Bridgewater, New Jersey	$1K	+$1.04K	1	0%	New
633	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
634	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
635	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	$0	1	0%	Maintained
636	Klingman & Associates New York	$1K	$0	1	0%	Maintained
637	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1K	$0	1	0%	Maintained
638	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	+$891	2	0%	Increased
639	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	$0	2	0%	Maintained
640	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$34	+$38	1	0%	New
641	WBC Westpac Banking Corp Sydney, Australia	$17	+$19	1	0%	New
642	1832 Asset Management Toronto, Ontario, Canada	$0	-$1K	0	–	Closed
643	AR Advisory Research Chicago, Illinois	$0	-$575K	0	–	Closed
644	Allianz Asset Management Munich, Germany	$0	-$8.14M	0	–	Closed
645	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$0	-$1K	0	–	Closed
646	Amundi Asset Management US Boston, Massachusetts	$0	-$21.6M	0	–	Closed
647	AAM AO Asset Management New York	$0	-$28.1M	0	–	Closed
648	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$3.44M	0	–	Closed
649	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
650	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$260K	0	–	Closed