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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	Nomura Holdings Tokyo, Japan	$7K	+$6.5K	1	0%	New
652	WhitTier Trust Company Reno, Nevada	$7K	-$16.6K	3	0%	Reduced
653	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$6K	+$5.88K	1	0%	New
654	WC Whitnell & Co Oak Brook, Illinois	$6K	+$2.17K	1	0%	Increased
655	PG Patten Group Chattanooga, Tennessee	$5.15K	$0	2	0%	Maintained
656	Klingman & Associates New York	$5K	$0	1	0%	Maintained
657	OC Oakworth Capital Birmingham, Alabama	$5K	+$74	2	0%	Increased
658	1832 Asset Management Toronto, Ontario, Canada	$3K	$0	2	0%	Maintained
659	IR Invictus RG Hamilton, Bermuda	$3K	-$8.46K	1	0%	Reduced
660	RWM Raffa Wealth Management Washington, District of Columbia	$2.97K	-$519	4	0%	Reduced
661	Allworth Financial Folsom, California	$2K	+$1.11K	1	0%	Increased
662	CA CapWealth Advisors Franklin, Tennessee	$2K	$0	1	0%	Maintained
663	CFA Carroll Financial Associates Charlotte, North Carolina	$2K	-$74	3	0%	Reduced
664	EDRE Edmond de Rothschild (Europe) Luxembourg	$2K	$0	1	0%	Maintained
665	Gradient Investments Arden Hills, Minnesota	$2K	$0	1	0%	Maintained
666	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	$0	1	0%	Maintained
667	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2K	+$185	2	0%	Increased
668	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
669	PSC Prentiss Smith & Co Brattleboro, Vermont	$2K	$0	1	0%	Maintained
670	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$2K	$0	1	1.28%	Maintained
671	AA Apriem Advisors Irvine, California	$1K	-$19K	1	0%	Reduced
672	BIG Bellwether Investment Group Chattanooga, Tennessee	$1K	+$1.3K	1	0%	New
673	Citizens Financial Group Providence, Rhode Island	$1K	-$151	1	0%	Reduced
674	CB Community Bank Dewitt, New York	$1K	+$1.27K	1	0%	New
675	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained