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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
801	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1K	$0	1	0%	Maintained
802	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
803	SWP Strategic Wealth Partners Independence, Ohio	$1K	$0	1	0%	Maintained
804	SCM Stumpf Capital Management Scottsdale, Arizona	$1K	$0	1	0%	Maintained
805	TC Trilogy Capital Irvine, California	$1K	$0	1	0%	Maintained
806	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
807	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1K	$0	1	0%	Maintained
808	WTB Washington Trust Bank Spokane, Washington	$1K	$0	1	0%	Maintained
809	WhitTier Trust Company Reno, Nevada	$1K	$0	1	0%	Maintained
810	Pendal Group Sydney, Australia	$60	$0	1	0%	Maintained
811	6M 6 Meridian Wichita, Kansas	$0	-$278K	0	–	Closed
812	Alkeon Capital Management New York	$0	-$15.5M	0	–	Closed
813	AWM AllSquare Wealth Management Albany, New York	$0	-$78	1	0%	Reduced
814	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$7.17M	0	–	Closed
815	AAM Alpine Associates Management Palm Beach, Florida	$0	-$4.75M	0	–	Closed
816	Ancora Advisors Cleveland, Ohio	$0	+$150	1	0%	New
817	AA Apriem Advisors Irvine, California	$0	-$20K	0	–	Closed
818	AF Arrow Financial Glens Falls, New York	$0	+$355	1	0%	New
819	AC Avestar Capital New York	$0	-$4.57K	1	0%	Reduced
820	Avior Wealth Management Omaha, Nebraska	$0	-$82K	1	0%	Reduced
821	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$359K	0	–	Closed
822	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	1	0%	Maintained
823	Bridgewater Associates Westport, Connecticut	$0	-$237K	0	–	Closed
824	B Bridgeworth Birmingham, Alabama	$0	-$1K	0	–	Closed
825	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$242K	0	–	Closed