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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
701	FWM Focused Wealth Management Newburgh, New York	$20K	-$176	3	0.01%	Reduced
702	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$20K	+$14.4K	2	0.02%	Increased
703	Whittier Trust South Pasadena, California	$20K	$0	3	0%	Maintained
704	Advisory Services Network Atlanta, Georgia	$19K	+$17.2K	3	0%	New
705	Choreo LLC Rockford, Illinois	$19K	+$58.9K	1	0%	Increased
706	NSIM North Star Investment Management Chicago, Illinois	$19K	-$1.34K	1	0%	Reduced
707	Parallel Advisors San Francisco, California	$19K	+$12.7K	3	0%	Increased
708	TCI Wealth Advisors Tucson, Arizona	$19K	+$1.24K	6	0.01%	Increased
709	AIL AGF Investments LLC Toronto, Ontario, Canada	$18K	+$7.1K	2	0%	Increased
710	CCM Cribstone Capital Management Augusta, Maine	$17K	-$17.7K	2	0.01%	Reduced
711	Evercore Wealth Management New York	$17K	$0	1	0%	Maintained
712	YWP YorkBridge Wealth Partners New York	$17K	+$7.58K	1	0.01%	Increased
713	CCS Crosspoint Capital Strategies Orinda, California	$16K	-$3.2M	1	0.01%	Reduced
714	ADL Asset Dedication LLC San Francisco, California	$15K	+$10.1K	1	0.01%	Increased
715	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	+$332	1	0.01%	Increased
716	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$15K	+$13.7K	1	0%	New
717	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	+$3.6K	2	0.01%	Increased
718	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$14K	-$883	1	0.02%	Reduced
719	ECM Estabrook Capital Management New York	$13.6K	-$25.2K	1	0%	Reduced
720	WEC Winslow Evans & Crocker Boston, Massachusetts	$13.2K	$0	1	0%	Maintained
721	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	$0	1	0.01%	Maintained
722	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	-$9.6K	2	0%	Reduced
723	AA Apriem Advisors Irvine, California	$12K	+$8.85K	2	0%	Increased
724	ClearBridge Investments New York	$12K	-$3K	1	0%	Reduced
725	PCA Peddock Capital Advisors Braintree, Massachusetts	$12K	+$7.62K	2	0.01%	Increased