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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
726	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	$0	1	0.01%	Maintained
727	AIM Arcadia Investment Management Kalamazoo, Michigan	$11K	+$11.1K	1	0%	New
728	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
729	FMA FNY Managed Accounts New York	$11K	+$12.6K	2	0.03%	New
730	KPCM Kings Point Capital Management Great Neck, New York	$11K	+$10.1K	1	0%	New
731	MUFG Americas New York	$11K	+$8.94K	2	0%	Increased
732	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10K	$0	2	0%	Maintained
733	PG Patten Group Chattanooga, Tennessee	$10K	$0	1	0%	Maintained
734	TWI Thomas White International Chicago, Illinois	$10K	$0	1	0%	Maintained
735	TCOV Trust Company of Vermont Brattleboro, Vermont	$10K	+$111	2	0%	Increased
736	ZB Zions Bancorporation Salt Lake City, Utah	$9K	-$4.54K	1	0%	Reduced
737	WIM Westside Investment Management Santa Monica, California	$8.59K	+$755	3	0%	Increased
738	IP Intellectus Partners San Francisco, California	$8K	$0	3	0%	Maintained
739	CPA Clear Perspective Advisors Aurora, Illinois	$7K	+$564	1	0%	Increased
740	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$7K	-$263K	1	0%	Reduced
741	Acadian Asset Management Boston, Massachusetts	$6K	-$939K	1	0%	Reduced
742	CHP Cable Hill Partners Portland, Oregon	$6K	+$1.54K	2	0%	Increased
743	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$6K	-$45K	1	0%	Reduced
744	GEA Glen Eagle Advisors Kingston, New Jersey	$5.42K	$0	1	0%	Maintained
745	EA Edge Advisors Atlanta, Georgia	$5K	+$2.51K	3	0%	Increased
746	Global Retirement Partners San Rafael, California	$5K	+$2.43K	2	0%	Increased
747	HR Howe & Rusling Rochester, New York	$5K	$0	1	0%	Maintained
748	OC Oakworth Capital Birmingham, Alabama	$5K	$0	2	0%	Maintained
749	Steward Partners Investment Advisory New York	$5K	+$1.4K	2	0%	Increased
750	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	$0	4	0%	Maintained