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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	PW Price Wealth Austin, Texas	$1K	-$1.44K	1	0%	Reduced
777	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	-$3K	1	0%	Reduced
778	SWP Strategic Wealth Partners Independence, Ohio	$1K	$0	1	0%	Maintained
779	SCM Stumpf Capital Management Scottsdale, Arizona	$1K	+$577	1	0%	New
780	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
781	TL TrueWealth LLC Atlanta, Georgia	$1K	$0	1	0%	Maintained
782	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
783	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1K	$0	1	0%	Maintained
784	WTB Washington Trust Bank Spokane, Washington	$1K	-$24.2K	2	0%	Reduced
785	WF WealthTrust Fairport Cleveland, Ohio	$1K	+$866	1	0%	New
786	WC Whitnell & Co Oak Brook, Illinois	$1K	$0	1	0%	Maintained
787	EWM Elmwood Wealth Management Berkeley, California	$255	+$230	1	0%	New
788	Pendal Group Sydney, Australia	$64	$0	1	0%	Maintained
789	Acadian Asset Management Boston, Massachusetts	$0	-$11.6K	0	–	Closed
790	AIM Alambic Investment Management Belvedere, California	$0	-$439K	0	–	Closed
791	AI ArchPoint Investors Coral Gables, Florida	$0	-$175K	0	–	Closed
792	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$4.11M	0	–	Closed
793	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$2.39M	0	–	Closed
794	Balentine LLC Atlanta, Georgia	$0	-$22K	0	–	Closed
795	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	1	0%	Maintained
796	BA Boston Advisors Boston, Massachusetts	$0	-$664K	0	–	Closed
797	Buckingham Strategic Wealth Clayton, Missouri	$0	-$66K	0	–	Closed
798	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	$0	0	–	Closed
799	CA Calton & Associates Tampa, Florida	$0	-$14K	0	–	Closed
800	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$177K	0	–	Closed