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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	ClearBridge Investments New York	$13K	+$2.97K	2	0%	Increased
677	LNB Ledyard National Bank	$13K	+$12.5K	1	0%	New
678	ZB Zions Bancorporation Salt Lake City, Utah	$13K	-$7.03K	1	0%	Reduced
679	WEC Winslow Evans & Crocker Boston, Massachusetts	$11.7K	$0	1	0%	Maintained
680	PCP Proficio Capital Partners Newton, Massachusetts	$11K	-$3.28K	3	0%	Reduced
681	SIG Stanford Investment Group Mountain View, California	$11K	$0	1	0.01%	Maintained
682	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	+$943	1	0.01%	Increased
683	AIL AGF Investments LLC Toronto, Ontario, Canada	$10K	+$8.39K	1	0%	New
684	EWM Edge Wealth Management New York	$10K	$0	1	0%	Maintained
685	SSB Sandy Spring Bank Olney, Maryland	$10K	$0	1	0%	Maintained
686	TWI Thomas White International Chicago, Illinois	$10K	$0	1	0%	Maintained
687	WA WFG Advisors Dallas, Texas	$10K	-$22.5K	3	0%	Reduced
688	YWP YorkBridge Wealth Partners New York	$10K	+$9.55K	1	0.01%	New
689	Farmers & Merchants Investments Inc Lincoln, Nebraska	$9K	$0	2	0%	Maintained
690	TCOV Trust Company of Vermont Brattleboro, Vermont	$9K	$0	2	0%	Maintained
691	WIM Westside Investment Management Santa Monica, California	$8.46K	+$7.67K	2	0.01%	New
692	IP Intellectus Partners San Francisco, California	$8K	+$7.41K	3	0%	New
693	PG Patten Group Chattanooga, Tennessee	$8K	-$39	1	0%	Reduced
694	VNA Valley National Advisers Bethlehem, Pennsylvania	$8K	-$14.1K	3	0%	Reduced
695	ADL Asset Dedication LLC San Francisco, California	$5K	+$4.71K	1	0%	New
696	Benjamin F. Edwards & Company St. Louis, Missouri	$5K	$0	1	0%	Maintained
697	HR Howe & Rusling Rochester, New York	$5K	$0	1	0%	Maintained
698	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$5K	-$754	1	0%	Reduced
699	Parallel Advisors San Francisco, California	$5K	+$4.93K	2	0%	New
700	Perigon Wealth Management San Francisco, California	$5K	-$6.7K	1	0%	Reduced