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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	CIA CSat Investment Advisory Detroit, Michigan	$21K	+$3.19K	2	0.01%	Increased
802	PVH Psagot Value Holdings Tel Aviv, Israel	$20K	+$21K	1	0%	New
803	Brown Brothers Harriman & Co New York	$19K	+$19.3K	1	0%	New
804	TIM Tortoise Investment Management White Plains, New York	$18K	+$19.1K	1	0%	New
805	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$16K	-$733	2	0.01%	Reduced
806	JFA JNBA Financial Advisors Bloomington, Minnesota	$16K	-$1K	1	0%	Reduced
807	BFC Bedel Financial Consulting Indianapolis, Indiana	$15K	$0	3	0.01%	Maintained
808	KFS Kelly Financial Services Braintree, Massachusetts	$14K	+$5	2	0.01%	Increased
809	BCA Berman Capital Advisors Atlanta, Georgia	$14K	+$1.41K	6	0%	Increased
810	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$14K	+$839	3	0%	Increased
811	Covington Capital Management Los Angeles, California	$14K	$0	1	0%	Maintained
812	ECM Estabrook Capital Management New York	$12.7K	$0	1	0%	Maintained
813	AP Advisors Preferred Rockville, Maryland	$12K	+$12.5K	1	0%	New
814	Allworth Financial Folsom, California	$12K	+$2.5K	2	0%	Increased
815	IWA Intercontinental Wealth Advisors San Antonio, Texas	$12K	+$12.8K	1	0.01%	New
816	SIS Sound Income Strategies Ft Lauderdale, Florida	$12K	$0	1	0%	Maintained
817	Peconic Partners New York	$11K	$0	1	0%	Maintained
818	TCI Wealth Advisors Tucson, Arizona	$11K	-$346	4	0%	Reduced
819	ZB Zions Bancorporation Salt Lake City, Utah	$11K	$0	1	0%	Maintained
820	Capital Analysts LLC Fort Washington, Pennsylvania	$10K	+$10.3K	1	0%	New
821	EWM Edge Wealth Management New York	$10K	$0	1	0%	Maintained
822	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$10K	+$4.8K	5	0.01%	Increased
823	Balentine LLC Atlanta, Georgia	$9K	+$5.94K	1	0%	Increased
824	Soros Fund Management New York	$9K	-$470K	1	0%	Reduced
825	TCOV Trust Company of Vermont Brattleboro, Vermont	$9K	-$2K	1	0%	Reduced