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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
676	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$1K	$0	1	0%	Maintained
677	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	+$143	3	0%	Increased
678	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	-$29	2	0%	Reduced
679	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$44	$0	1	0%	Maintained
680	WBC Westpac Banking Corp Sydney, Australia	$22	$0	1	0%	Maintained
681	AH Achievement Holdings Chicago, Illinois	$0	-$833K	0	–	Closed
682	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	+$36	1	0%	New
683	AW Alpha Windward Westwood, Massachusetts	$0	-$393K	0	–	Closed
684	ACM Andor Capital Management Rye Brook, New York	$0	-$20.3M	0	–	Closed
685	ADL Asset Dedication LLC San Francisco, California	$0	+$107	1	0%	New
686	AIM Assured Investment Management New York	$0	-$751K	0	–	Closed
687	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
688	BCM BBT Capital Management Fort Worth, Texas	$0	-$2.71M	0	–	Closed
689	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$23	1	0%	New
690	BKA Brick & Kyle Associates Newtown, Pennsylvania	$0	$0	1	0%	Maintained
691	Bridgewater Associates Westport, Connecticut	$0	-$403K	0	–	Closed
692	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$352K	0	–	Closed
693	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$115	1	0%	New
694	Brookstone Capital Management Wheaton, Illinois	$0	-$18K	0	–	Closed
695	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$67M	0	–	Closed
696	Cambiar Investors Denver, Colorado	$0	-$23.6M	0	–	Closed
697	Capstone Investment Advisors New York	$0	-$2.36M	0	–	Closed
698	CFA Carroll Financial Associates Charlotte, North Carolina	$0	+$36	1	0%	New
699	CI Global Investments Oakland, California	$0	-$5.8M	0	–	Closed
700	CAM Columbia Asset Management Ann Arbor, Michigan	$0	-$289K	0	–	Closed