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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
851	SWP Strategic Wealth Partners Independence, Ohio	$4K	+$4.6K	1	0%	Increased
852	Balentine LLC Atlanta, Georgia	$3K	-$11.6K	1	0%	Reduced
853	HAM Highstreet Asset Management London, Ontario, Canada	$3K	$0	1	0%	Maintained
854	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
855	Pathstone Family Office Englewood, New Jersey	$3K	-$16K	2	0%	Reduced
856	SM SG3 Management Dorado, Puerto Rico	$3K	+$3.16K	1	0%	New
857	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3K	+$2.63K	1	0%	New
858	SMFS Squar Milner Financial Services Irvine, California	$3K	-$2.56K	1	0%	Reduced
859	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	2	0%	Maintained
860	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2K	+$1.66K	1	0%	New
861	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2K	+$1.93K	1	0%	New
862	OC Oakworth Capital Birmingham, Alabama	$2K	$0	2	0%	Maintained
863	PCC Park Circle Company Baltimore, Maryland	$2K	$0	1	0%	Maintained
864	SIM Sonora Investment Management Tucson, Arizona	$2K	$0	1	0%	Maintained
865	AIM Anchor Investment Management Columbia, South Carolina	$1.92K	+$184	2	0%	Increased
866	1832 Asset Management Toronto, Ontario, Canada	$1K	+$842	1	0%	Increased
867	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$1K	$0	1	0%	Maintained
868	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
869	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
870	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	-$58.7K	1	0%	Reduced
871	GWS Glassman Wealth Services Vienna, Virginia	$1K	$0	3	0%	Maintained
872	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
873	HI Hudock Inc Williamsport, Pennsylvania	$1K	+$11	1	0%	Increased
874	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1K	$0	1	0%	Maintained
875	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained