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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	VIA Vantage Investment Advisors State College, Pennsylvania	$20K	-$11.5K	3	0.01%	Reduced
652	Whittier Trust South Pasadena, California	$20K	-$8.48K	3	0%	Reduced
653	ZB Zions Bancorporation Salt Lake City, Utah	$20K	+$7.02K	1	0%	Increased
654	GAM Gemmer Asset Management Walnut Creek, California	$19K	$0	4	0.01%	Maintained
655	Balentine LLC Atlanta, Georgia	$17K	$0	1	0%	Maintained
656	Nomura Holdings Tokyo, Japan	$17K	+$9.2K	1	0%	Increased
657	PCP Proficio Capital Partners Newton, Massachusetts	$17K	+$737	3	0.01%	Increased
658	Evercore Wealth Management New York	$16K	$0	2	0%	Maintained
659	SIG Stanford Investment Group Mountain View, California	$16K	$0	1	0.01%	Maintained
660	TCI Wealth Advisors Tucson, Arizona	$16K	+$2.08K	7	0.01%	Increased
661	WEC Winslow Evans & Crocker Boston, Massachusetts	$14.1K	$0	1	0%	Maintained
662	AIM Arcadia Investment Management Kalamazoo, Michigan	$14K	$0	1	0%	Maintained
663	Perigon Wealth Management San Francisco, California	$14K	+$13.9K	1	0%	New
664	ClearBridge Investments New York	$13K	$0	1	0%	Maintained
665	HCM Herndon Capital Management Atlanta, Georgia	$13K	-$46.4K	1	0%	Reduced
666	TCOV Trust Company of Vermont Brattleboro, Vermont	$13K	-$68	2	0%	Reduced
667	EWM Edge Wealth Management New York	$12K	$0	1	0.01%	Maintained
668	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$12K	$0	2	0%	Maintained
669	SSB Sandy Spring Bank Olney, Maryland	$12K	+$11.8K	1	0%	New
670	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	$0	1	0.01%	Maintained
671	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$12K	+$709	1	0.02%	Increased
672	IPC Independent Portfolio Consultants Boca Raton, Florida	$11K	-$2.72K	2	0%	Reduced
673	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$11K	+$1.65K	2	0%	Increased
674	FWM Focused Wealth Management Newburgh, New York	$10K	-$938	3	0%	Reduced
675	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9K	-$6K	2	0%	Reduced