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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
776	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
777	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	-$586	1	0%	Reduced
778	RFM Royal Fund Management Lady Lake, Florida	$2K	+$1.92K	1	0%	Increased
779	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.18K	+$1.15K	1	0%	New
780	BWM Baystate Wealth Management Boston, Massachusetts	$1K	+$6	1	0%	Increased
781	HI Hudock Inc Williamsport, Pennsylvania	$1K	+$18	1	0%	Increased
782	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
783	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	$0	1	0%	Maintained
784	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
785	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1K	+$1.26K	1	0%	New
786	OC Oakworth Capital Birmingham, Alabama	$1K	-$4K	1	0%	Reduced
787	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
788	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	+$1.22K	1	0%	New
789	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
790	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
791	WA WFG Advisors Dallas, Texas	$1K	$0	2	0%	Maintained
792	WAS Winch Advisory Services Appleton, Wisconsin	$1K	+$18	2	0%	Increased
793	RWM Raffa Wealth Management Washington, District of Columbia	$875	+$266	1	0%	Increased
794	SIM Sonora Investment Management Tucson, Arizona	$57	$0	1	0%	Maintained
795	3C 361 Capital Denver, Colorado	$0	-$270K	0	–	Closed
796	AGF Investments Inc Toronto, Ontario, Canada	$0	-$1.91M	0	–	Closed
797	AIM Alambic Investment Management Belvedere, California	$0	-$123K	0	–	Closed
798	AC Alexandria Capital Arlington, Virginia	$0	$0	1	0%	Maintained
799	ACM Altalis Capital Management New York	$0	-$4.72M	0	–	Closed
800	Ancora Advisors Cleveland, Ohio	$0	-$437K	0	–	Closed