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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	Qube Research & Technologies (QRT) London, United Kingdom	$25K	-$69.8K	1	0.02%	Reduced
677	FWM Focused Wealth Management Newburgh, New York	$23K	+$53	3	0.01%	Increased
678	JCM Jacobi Capital Management Pittston, Pennsylvania	$23K	$0	2	0.01%	Maintained
679	TCI Wealth Advisors Tucson, Arizona	$23K	+$1.61K	7	0.01%	Increased
680	AA Apriem Advisors Irvine, California	$20K	+$20.9K	1	0%	New
681	IDBONY Israel Discount Bank of New York New York	$20K	$0	1	0.01%	Maintained
682	OFW Omnia Family Wealth Aventura, Florida	$20K	+$19.1K	1	0.01%	New
683	ADL Asset Dedication LLC San Francisco, California	$18K	+$57	2	0.01%	Increased
684	CC Claybrook Capital Wellesley, Massachusetts	$18K	+$119	2	0.01%	Increased
685	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$18K	+$6.11K	2	0.01%	Increased
686	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$17K	-$508	5	0.01%	Reduced
687	Washington Trust Westerly, Rhode Island	$16K	+$16.3K	3	0%	New
688	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$15K	$0	2	0.01%	Maintained
689	MWM Mascoma Wealth Management Hanover, New Hampshire	$15K	$0	1	0.01%	Maintained
690	ECM Estabrook Capital Management New York	$14.4K	$0	1	0%	Maintained
691	TCOV Trust Company of Vermont Brattleboro, Vermont	$14K	$0	2	0%	Maintained
692	AIM Advantage Investment Management Cedar Rapids, Iowa	$13K	$0	2	0.01%	Maintained
693	BWM BerganKDV Wealth Management Bloomington, Minnesota	$12K	+$12.4K	1	0%	New
694	Chicago Partners Investment Group Chicago, Illinois	$12K	-$7K	2	0%	Reduced
695	CPA Clear Perspective Advisors Aurora, Illinois	$12K	$0	2	0.01%	Maintained
696	EWM Edge Wealth Management New York	$12K	$0	1	0%	Maintained
697	LWA Lenox Wealth Advisors New York	$12K	+$2.61K	1	0%	Increased
698	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12K	$0	1	0.01%	Maintained
699	PG Patten Group Chattanooga, Tennessee	$12K	-$656	1	0%	Reduced
700	WPW Winthrop Partners - WNY Buffalo, New York	$11.5K	$0	1	0.01%	Maintained