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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	Regions Financial Corp Birmingham, Alabama	$27K	+$31.6K	6	0%	New
702	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$26K	+$29.7K	3	0.02%	New
703	TCM Tradewinds Capital Management Bellingham, Washington	$25K	+$350	3	0.01%	Increased
704	CCM Cribstone Capital Management Augusta, Maine	$24K	$0	2	0.01%	Maintained
705	TI Turner Investments Berwyn, Pennsylvania	$24K	-$271K	1	1.88%	Reduced
706	Valeo Financial Advisors Carmel, Indiana	$24K	-$58.2K	2	0%	Reduced
707	Acadian Asset Management Boston, Massachusetts	$23K	+$22.2K	1	0%	New
708	AF Advisornet Financial Minnetonka, Minnesota	$23K	+$25.6K	2	0%	New
709	FWM Focused Wealth Management Newburgh, New York	$23K	-$1.95K	3	0.01%	Reduced
710	GF Goodman Financial Houston, Texas	$23K	+$25.8K	1	0.01%	New
711	SAM Solaris Asset Management New York	$23K	$0	1	0.01%	Maintained
712	Balentine LLC Atlanta, Georgia	$22K	$0	1	0%	Maintained
713	AIL AGF Investments LLC Toronto, Ontario, Canada	$21K	-$4.88K	2	0%	Reduced
714	MCM MV Capital Management Bethesda, Maryland	$21K	$0	1	0.01%	Maintained
715	WTB Washington Trust Bank Spokane, Washington	$21K	$0	1	0%	Maintained
716	ZB Zions Bancorporation Salt Lake City, Utah	$21K	-$1.85K	1	0%	Reduced
717	PCP Proficio Capital Partners Newton, Massachusetts	$19K	-$18.5K	4	0.01%	Reduced
718	VCM Virtue Capital Management Brentwood, Tennessee	$18K	+$20.1K	2	0.01%	New
719	Whittier Trust South Pasadena, California	$18K	$0	3	0%	Maintained
720	YWP YorkBridge Wealth Partners New York	$17K	+$6.02K	1	0.01%	Increased
721	NSIM North Star Investment Management Chicago, Illinois	$16K	-$18.2K	1	0%	Reduced
722	TCI Wealth Advisors Tucson, Arizona	$16K	+$1.39K	6	0.01%	Increased
723	ADL Asset Dedication LLC San Francisco, California	$15K	$0	1	0.01%	Maintained
724	CC Claybrook Capital Wellesley, Massachusetts	$15K	+$16.6K	2	0.01%	New
725	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$15K	+$1.65K	1	0.02%	Increased