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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	MWM Mascoma Wealth Management Hanover, New Hampshire	$15K	$0	1	0.01%	Maintained
702	IDBONY Israel Discount Bank of New York New York	$14K	$0	1	0.01%	Maintained
703	ECM Estabrook Capital Management New York	$13.7K	$0	1	0%	Maintained
704	AIM Advantage Investment Management Cedar Rapids, Iowa	$13K	$0	2	0.01%	Maintained
705	LFA Legacy Financial Advisors Covington, Kentucky	$13K	-$119K	2	0.01%	Reduced
706	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$13K	+$4.76K	1	0.01%	Increased
707	PG Patten Group Chattanooga, Tennessee	$13K	$0	1	0.01%	Maintained
708	TCOV Trust Company of Vermont Brattleboro, Vermont	$13K	$0	2	0%	Maintained
709	ED Exane Derivatives Paris, France	$12.4K	$0	1	0%	Maintained
710	CPA Clear Perspective Advisors Aurora, Illinois	$12K	+$2.87K	2	0.01%	Increased
711	DBT Dubuque Bank & Trust Dubuque, Iowa	$12K	+$9.75K	1	0%	New
712	WDL Well Done LLC Holland, Michigan	$12K	+$12.2K	1	0%	New
713	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
714	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	+$4.28K	1	0.01%	Increased
715	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11K	$0	1	0%	Maintained
716	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	-$2.7K	1	0.01%	Reduced
717	WPW Winthrop Partners - WNY Buffalo, New York	$10.8K	+$10.8K	1	0.01%	New
718	PGA Premia Global Advisors Coral Gables, Florida	$10K	-$4.96K	1	0.01%	Reduced
719	WIM Westside Investment Management Santa Monica, California	$9.43K	$0	3	0.01%	Maintained
720	IP Intellectus Partners San Francisco, California	$9K	$0	3	0%	Maintained
721	LWA Lenox Wealth Advisors New York	$9K	-$1.26K	2	0%	Reduced
722	VNA Valley National Advisers Bethlehem, Pennsylvania	$9K	$0	2	0%	Maintained
723	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$8K	+$8.66K	2	0%	Increased
724	BFC Bedel Financial Consulting Indianapolis, Indiana	$7K	+$6.09K	1	0.01%	New
725	Citizens Financial Group Providence, Rhode Island	$7K	+$5.95K	2	0%	Increased