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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$52K	+$34.5K	1	0%	Increased
702	AIM Anchor Investment Management Columbia, South Carolina	$49.5K	-$30K	1	0.02%	Reduced
703	IDBONY Israel Discount Bank of New York New York	$48K	-$1.08K	1	0.04%	Reduced
704	VCM Versant Capital Management Phoenix, Arizona	$48K	-$8.8K	6	0.03%	Reduced
705	WAM Watermark Asset Management San Ramon, California	$47K	$0	1	0.02%	Maintained
706	FMP Financial Management Professionals Austin, Texas	$46K	$0	3	0.02%	Maintained
707	OneDigital Investment Advisors Overland Park, Kansas	$44K	+$42.1K	2	0.01%	New
708	MUFG Americas New York	$38K	+$26.2K	2	0%	Increased
709	Balentine LLC Atlanta, Georgia	$37K	-$540	1	0%	Reduced
710	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$37K	$0	5	0.02%	Maintained
711	IHT Wealth Management Chicago, Illinois	$37K	$0	1	0.02%	Maintained
712	WA Winfield Associates Cleveland, Ohio	$37K	+$1.56K	2	0.02%	Increased
713	CFA Carroll Financial Associates Charlotte, North Carolina	$36K	$0	2	0%	Maintained
714	EWM Edge Wealth Management New York	$35K	+$21.4K	2	0.01%	Increased
715	NSIM North Star Investment Management Chicago, Illinois	$34K	+$11.7K	2	0%	Increased
716	Parallel Advisors San Francisco, California	$34K	+$11.8K	5	0.01%	Increased
717	LNB Ledyard National Bank	$33K	$0	1	0%	Maintained
718	TCM Tradewinds Capital Management Bellingham, Washington	$31K	-$3.51K	3	0.02%	Reduced
719	First Horizon Advisors Memphis, Tennessee	$28K	+$1.3K	2	0%	Increased
720	GAM Gemmer Asset Management Walnut Creek, California	$28K	-$643	4	0.01%	Reduced
721	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$27K	$0	1	0%	Maintained
722	SAM Solaris Asset Management New York	$27K	+$24.9K	1	0.02%	New
723	MCM MV Capital Management Bethesda, Maryland	$25K	$0	1	0.01%	Maintained
724	NewEdge Advisors New Orleans, Louisiana	$24.6K	+$22.8K	2	0%	New
725	HCM Herndon Capital Management Atlanta, Georgia	$24K	$0	1	0%	Maintained