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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
826	NSIM North Star Investment Management Chicago, Illinois	$1K	$0	1	0%	Maintained
827	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
828	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
829	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	+$95	1	0%	Increased
830	Prime Capital Investment Advisors Overland Park, Kansas	$1K	+$634	1	0%	New
831	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
832	SFSIG San Francisco Sentry Investment Group San Francisco, California	$1K	+$903	1	0%	New
833	SWP Strategic Wealth Partners Independence, Ohio	$1K	+$148	2	0%	Increased
834	SCM Stumpf Capital Management Scottsdale, Arizona	$1K	$0	1	0%	Maintained
835	WF WealthTrust Fairport Cleveland, Ohio	$1K	-$746	1	0%	Reduced
836	WhitTier Trust Company Reno, Nevada	$1K	$0	1	0%	Maintained
837	Pendal Group Sydney, Australia	$42	$0	1	0%	Maintained
838	1832 Asset Management Toronto, Ontario, Canada	$0	-$1K	0	–	Closed
839	1NWS 1 North Wealth Services Annapolis, Maryland	$0	+$34	1	0%	New
840	Acadian Asset Management Boston, Massachusetts	$0	-$225K	0	–	Closed
841	Adage Capital Partners Boston, Massachusetts	$0	-$11.6M	0	–	Closed
842	Advent Capital Management New York	$0	-$292K	0	–	Closed
843	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
844	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$904K	1	0%	Reduced
845	Ancora Advisors Cleveland, Ohio	$0	$0	0	–	Closed
846	AAM AO Asset Management New York	$0	-$14.3M	0	–	Closed
847	AF Arrow Financial Glens Falls, New York	$0	$0	0	–	Closed
848	ArrowMark Colorado Holdings Denver, Colorado	$0	-$4.02M	0	–	Closed
849	APC Aspire Private Capital Cornelius, North Carolina	$0	+$49	1	0%	New
850	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$133K	0	–	Closed