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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	TWI Thomas White International Chicago, Illinois	$9K	$0	1	0%	Maintained
677	PG Patten Group Chattanooga, Tennessee	$8.63K	$0	2	0%	Maintained
678	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$7K	$0	1	0%	Maintained
679	Benjamin F. Edwards & Company St. Louis, Missouri	$6K	+$5.68K	1	0%	New
680	CHP Cable Hill Partners Portland, Oregon	$6K	+$97	2	0%	Increased
681	HR Howe & Rusling Rochester, New York	$6K	-$3K	1	0%	Reduced
682	SAM Solaris Asset Management New York	$6K	+$5.57K	1	0%	New
683	WC Whitnell & Co Oak Brook, Illinois	$6K	$0	1	0%	Maintained
684	Acadian Asset Management Boston, Massachusetts	$5K	+$4.08K	1	0%	New
685	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$5K	-$967	1	0%	Reduced
686	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$5K	+$4.02K	1	0%	New
687	Klingman & Associates New York	$5K	$0	1	0%	Maintained
688	OC Oakworth Capital Birmingham, Alabama	$5K	$0	2	0%	Maintained
689	PSC Piper Sandler & Co Minneapolis, Minnesota	$5K	+$4.22K	1	0.01%	New
690	WhitTier Trust Company Reno, Nevada	$5K	-$3.12K	3	0%	Reduced
691	KT Kanaly Trust Houston, Texas	$4K	-$2.98K	1	0%	Reduced
692	PCA Peddock Capital Advisors Braintree, Massachusetts	$4K	+$4.12K	1	0%	New
693	ArrowMark Colorado Holdings Denver, Colorado	$3K	+$2.94K	1	0%	New
694	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$3K	$0	1	0%	Maintained
695	NHFG New Harbor Financial Group Worcester, Massachusetts	$3K	$0	1	0%	Maintained
696	NC NewSquare Capital Newtown Square, Pennsylvania	$3K	+$2.63K	1	0%	New
697	PSC Prentiss Smith & Co Brattleboro, Vermont	$3K	$0	1	0%	Maintained
698	RWM Raffa Wealth Management Washington, District of Columbia	$2.28K	-$793	4	0%	Reduced
699	Allworth Financial Folsom, California	$2K	+$99	2	0%	Increased
700	CA CapWealth Advisors Franklin, Tennessee	$2K	$0	1	0%	Maintained