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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	ECM Estabrook Capital Management New York	$26.9K	+$12.4K	1	0%	Increased
727	SAM Solaris Asset Management New York	$25K	$0	1	0.01%	Maintained
728	Benjamin F. Edwards & Company St. Louis, Missouri	$24K	+$22.1K	1	0%	New
729	FWM Focused Wealth Management Newburgh, New York	$24K	+$2.03K	3	0.01%	Increased
730	CCM Cribstone Capital Management Augusta, Maine	$22K	$0	2	0.01%	Maintained
731	MCM MV Capital Management Bethesda, Maryland	$22K	$0	1	0.01%	Maintained
732	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$20K	+$244	2	0%	Increased
733	Whittier Trust South Pasadena, California	$20K	$0	3	0%	Maintained
734	ADL Asset Dedication LLC San Francisco, California	$18K	$0	1	0.01%	Maintained
735	DBT Dubuque Bank & Trust Dubuque, Iowa	$18K	+$19.8K	1	0%	New
736	Global Retirement Partners San Rafael, California	$17K	+$8.76K	2	0.01%	Increased
737	TCI Wealth Advisors Tucson, Arizona	$17K	-$1K	5	0.01%	Reduced
738	AFNAS American Financial Network Advisory Services Calabasas, California	$16K	+$15.8K	4	0.01%	New
739	JCM Jacobi Capital Management Pittston, Pennsylvania	$16K	+$465	2	0.01%	Increased
740	YWP YorkBridge Wealth Partners New York	$16K	$0	1	0.01%	Maintained
741	Evercore Wealth Management New York	$15K	$0	1	0%	Maintained
742	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	-$37	2	0.01%	Reduced
743	WEC Winslow Evans & Crocker Boston, Massachusetts	$14.5K	+$6	1	0%	Increased
744	TCOV Trust Company of Vermont Brattleboro, Vermont	$14K	$0	2	0%	Maintained
745	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$14K	+$2.35K	1	0.02%	Increased
746	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	$0	1	0.01%	Maintained
747	WAS WESPAC Advisors SoCal Pasadena, California	$13K	+$13.7K	2	0.01%	Increased
748	AIM Advantage Investment Management Cedar Rapids, Iowa	$12K	$0	2	0%	Maintained
749	EWM Edge Wealth Management New York	$12K	-$23K	1	0%	Reduced
750	PHK Point72 Hong Kong Hong Kong	$12K	+$866	3	0.01%	Increased