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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	GEA Glen Eagle Advisors Kingston, New Jersey	$15K	+$8.41K	2	0.01%	Increased
727	Regions Financial Corp Birmingham, Alabama	$14K	-$33.2K	4	0%	Reduced
728	ECM Estabrook Capital Management New York	$13.9K	$0	1	0%	Maintained
729	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$13K	+$555	2	0.01%	Increased
730	WA WealthTrust-Arizona Scottsdale, Arizona	$13K	+$2.22K	1	0.01%	Increased
731	BWM BerganKDV Wealth Management Bloomington, Minnesota	$12K	$0	1	0%	Maintained
732	WIM Westside Investment Management Santa Monica, California	$11.8K	+$1.82K	3	0%	Increased
733	WPW Winthrop Partners - WNY Buffalo, New York	$11.2K	$0	1	0.01%	Maintained
734	Balentine LLC Atlanta, Georgia	$11K	+$10.6K	2	0%	New
735	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
736	IDBONY Israel Discount Bank of New York New York	$11K	-$7.06K	1	0.01%	Reduced
737	RMC Resources Management Corp West Hartford, Connecticut	$11K	+$12K	1	0%	New
738	Chicago Partners Investment Group Chicago, Illinois	$10K	$0	2	0%	Maintained
739	IP Intellectus Partners San Francisco, California	$10K	$0	3	0%	Maintained
740	VNA Valley National Advisers Bethlehem, Pennsylvania	$10K	$0	2	0%	Maintained
741	Citizens Financial Group Providence, Rhode Island	$9K	$0	2	0%	Maintained
742	IF Ironwood Financial Tucson, Arizona	$9K	+$8.88K	1	0%	New
743	TCOV Trust Company of Vermont Brattleboro, Vermont	$9K	-$5.55K	2	0%	Reduced
744	GTAM Global Trust Asset Management West Palm Beach, Florida	$8K	$0	2	0.01%	Maintained
745	Rockefeller Capital Management New York	$8K	$0	1	0%	Maintained
746	SMFS Squar Milner Financial Services Irvine, California	$8K	$0	1	0.01%	Maintained
747	BFC Bedel Financial Consulting Indianapolis, Indiana	$7K	$0	1	0%	Maintained
748	HR Howe & Rusling Rochester, New York	$7K	$0	3	0%	Maintained
749	WOC West Oak Capital Westlake Village, California	$6.66K	-$1.79K	2	0%	Reduced
750	FWM Focused Wealth Management Newburgh, New York	$6K	-$17K	2	0%	Reduced