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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	CA Calton & Associates Tampa, Florida	$14K	+$19.1K	4	0%	New
727	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$13K	+$14.5K	3	0.01%	New
728	JCM Jacobi Capital Management Pittston, Pennsylvania	$13K	$0	2	0%	Maintained
729	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	$0	1	0.01%	Maintained
730	Parallel Advisors San Francisco, California	$12K	+$4.04K	3	0%	Increased
731	TCOV Trust Company of Vermont Brattleboro, Vermont	$12K	$0	2	0%	Maintained
732	ECM Estabrook Capital Management New York	$11.7K	-$10.3K	1	0%	Reduced
733	Evercore Wealth Management New York	$11K	$0	1	0%	Maintained
734	Moneta Group Investment Advisors St Louis, Missouri	$11K	+$12K	1	0%	New
735	WA WealthTrust-Arizona Scottsdale, Arizona	$11K	-$30.5K	1	0.01%	Reduced
736	ED Exane Derivatives Paris, France	$10.6K	+$11.7K	1	0%	New
737	AIM Advantage Investment Management Cedar Rapids, Iowa	$10K	-$773	2	0%	Reduced
738	PG Patten Group Chattanooga, Tennessee	$10K	$0	1	0%	Maintained
739	SIM Sonora Investment Management Tucson, Arizona	$9.48K	+$10.9K	3	0%	Increased
740	CHP Cable Hill Partners Portland, Oregon	$9K	+$107	2	0%	Increased
741	Chicago Partners Investment Group Chicago, Illinois	$9K	$0	1	0%	Maintained
742	EWM Edge Wealth Management New York	$9K	$0	1	0%	Maintained
743	LWA Lenox Wealth Advisors New York	$9K	+$10.3K	2	0%	New
744	PGA Premia Global Advisors Coral Gables, Florida	$9K	+$11.7K	1	0.01%	New
745	WIM Westside Investment Management Santa Monica, California	$8.23K	-$1.04K	3	0%	Reduced
746	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8K	-$746	1	0%	Reduced
747	Citizens Financial Group Providence, Rhode Island	$7K	+$3.22K	2	0%	Increased
748	CPA Clear Perspective Advisors Aurora, Illinois	$7K	+$5.58K	2	0.01%	Increased
749	IP Intellectus Partners San Francisco, California	$7K	-$216	3	0%	Reduced
750	VNA Valley National Advisers Bethlehem, Pennsylvania	$7K	-$4.19K	2	0%	Reduced