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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	VanEck Associates New York	$32K	-$3.46K	1	0%	Reduced
652	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$29K	-$3.46K	4	0.02%	Reduced
653	TCM Tradewinds Capital Management Bellingham, Washington	$28K	+$3.34K	2	0.02%	Increased
654	Balentine LLC Atlanta, Georgia	$26K	+$6.99K	1	0%	Increased
655	WA Winfield Associates Cleveland, Ohio	$26K	-$3.75K	2	0.02%	Reduced
656	MCM MV Capital Management Bethesda, Maryland	$24K	$0	1	0.01%	Maintained
657	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$24K	$0	1	0%	Maintained
658	AIM Advantage Investment Management Cedar Rapids, Iowa	$22K	+$20.4K	3	0.01%	New
659	First Horizon Advisors Memphis, Tennessee	$22K	$0	3	0%	Maintained
660	WTB Washington Trust Bank Spokane, Washington	$22K	$0	1	0.01%	Maintained
661	GAM Gemmer Asset Management Walnut Creek, California	$21K	+$1.48K	4	0.01%	Increased
662	IPC Independent Portfolio Consultants Boca Raton, Florida	$19K	+$5.97K	2	0.01%	Increased
663	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$19K	$0	1	0%	Maintained
664	Whittier Trust South Pasadena, California	$19K	-$119	3	0%	Reduced
665	NSIM North Star Investment Management Chicago, Illinois	$18K	+$17.3K	1	0%	Increased
666	Wealthspire Advisors (Maryland) Potomac, Maryland	$18K	-$1.77K	3	0%	Reduced
667	LJHT Laurie J. Hall Trustee	$17K	+$18.7K	1	0.01%	New
668	FWM Focused Wealth Management Newburgh, New York	$16K	+$5.7K	3	0.01%	Increased
669	HCM Herndon Capital Management Atlanta, Georgia	$15K	$0	1	0%	Maintained
670	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$15K	+$1.25K	1	0.02%	Increased
671	Evercore Wealth Management New York	$14K	-$1K	1	0%	Reduced
672	JCM Jacobi Capital Management Pittston, Pennsylvania	$14K	-$3.41K	1	0.01%	Reduced
673	MWM Mascoma Wealth Management Hanover, New Hampshire	$14K	+$12.5K	1	0.01%	New
674	TCI Wealth Advisors Tucson, Arizona	$14K	$0	6	0.01%	Maintained
675	Choreo LLC Rockford, Illinois	$13K	+$115K	1	0%	New