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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
651	TWI Thomas White International Chicago, Illinois	$11K	$0	1	0%	Maintained
652	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$11K	+$1.18K	1	0.01%	Increased
653	Flow Traders U.S. New York	$10K	+$11.3K	1	0%	New
654	IPC Independent Portfolio Consultants Boca Raton, Florida	$10K	-$45.2K	1	0%	Reduced
655	TFA Transamerica Financial Advisors St. Petersburg, Florida	$10K	+$154	2	0%	Increased
656	ED Exane Derivatives Paris, France	$9.63K	$0	1	0%	Maintained
657	HR Howe & Rusling Rochester, New York	$9K	+$2.86K	2	0%	Increased
658	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$9K	+$551	1	0%	Increased
659	UMA USA Mutuals Advisors Dallas, Texas	$9K	$0	2	0.01%	Maintained
660	WA WealthTrust-Arizona Scottsdale, Arizona	$9K	+$1.92K	1	0.01%	Increased
661	CCS Crosspoint Capital Strategies Orinda, California	$7K	-$28.8K	1	0.01%	Reduced
662	MI Markston International White Plains, New York	$7K	-$7.67K	1	0%	Reduced
663	WA Winfield Associates Cleveland, Ohio	$6K	+$6.47K	1	0%	New
664	PG Patten Group Chattanooga, Tennessee	$5.74K	+$51	2	0%	Increased
665	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	+$3.19K	2	0%	Increased
666	Klingman & Associates New York	$5K	+$3.43K	1	0%	Increased
667	NSIM North Star Investment Management Chicago, Illinois	$5K	-$5.16K	1	0%	Reduced
668	OC Oakworth Capital Birmingham, Alabama	$5K	$0	2	0%	Maintained
669	RWM Raffa Wealth Management Washington, District of Columbia	$4.03K	$0	5	0%	Maintained
670	BAM Barrett Asset Management New York	$4K	+$3.53K	1	0%	New
671	Brown Brothers Harriman & Co New York	$4K	$0	1	0%	Maintained
672	LJHT Laurie J. Hall Trustee	$4K	+$3.93K	1	0%	New
673	WC Whitnell & Co Oak Brook, Illinois	$4K	+$2.67K	1	0%	Increased
674	1832 Asset Management Toronto, Ontario, Canada	$3K	+$83	2	0%	Increased
675	NA Navellier & Associates Reno, Nevada	$3K	-$552K	1	0%	Reduced