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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	LNB Ledyard National Bank	$22K	$0	1	0%	Maintained
627	Advisory Services Network Atlanta, Georgia	$21K	+$14.1K	4	0.01%	Increased
628	AA Apriem Advisors Irvine, California	$20K	$0	2	0.01%	Maintained
629	AssetMark Inc Concord, California	$20K	-$166K	2	0%	Reduced
630	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$20K	+$19.2K	3	0.01%	New
631	KT Kanaly Trust Houston, Texas	$19K	+$3.96K	3	0%	Increased
632	MCM MV Capital Management Bethesda, Maryland	$19K	$0	1	0.01%	Maintained
633	Balentine LLC Atlanta, Georgia	$18K	$0	1	0%	Maintained
634	SignatureFD Atlanta, Georgia	$17K	-$860	2	0%	Reduced
635	FIB First Interstate Bank Billings, Montana	$16K	+$8.25K	4	0%	Increased
636	MUFG Americas New York	$16K	+$17.4K	2	0%	New
637	PHK Point72 Hong Kong Hong Kong	$16K	$0	1	0.03%	Maintained
638	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15K	+$12.2K	3	0%	Increased
639	BWA Burt Wealth Advisors North Bethesda, Maryland	$14K	$0	1	0.01%	Maintained
640	SIG Stanford Investment Group Mountain View, California	$14K	$0	1	0.01%	Maintained
641	ClearBridge Investments New York	$13K	+$11.1K	1	0%	Increased
642	GAM Gemmer Asset Management Walnut Creek, California	$13K	+$209	4	0.01%	Increased
643	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$13K	$0	2	0.01%	Maintained
644	EWM Edge Wealth Management New York	$12K	$0	1	0.01%	Maintained
645	IR Invictus RG Hamilton, Bermuda	$12K	-$276K	1	0.01%	Reduced
646	TCOV Trust Company of Vermont Brattleboro, Vermont	$12K	+$77	2	0%	Increased
647	FWM Focused Wealth Management Newburgh, New York	$11K	$0	4	0.01%	Maintained
648	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$11K	$0	1	0%	Maintained
649	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$11K	+$10.6K	2	0%	New
650	PCP Proficio Capital Partners Newton, Massachusetts	$11K	+$5.53K	2	0.01%	Increased