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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
876	ME McIlrath & Eck Arlington, Washington	$1K	$0	2	0%	Maintained
877	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
878	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
879	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
880	SFSIG San Francisco Sentry Investment Group San Francisco, California	$1K	$0	1	0%	Maintained
881	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1K	+$1.05K	1	0%	New
882	TF Tompkins Financial Ithaca, New York	$1K	-$1.01K	1	0%	Reduced
883	TL TrueWealth LLC Atlanta, Georgia	$1K	$0	1	0%	Maintained
884	VRM Vectors Research Management New York	$1K	$0	1	0%	Maintained
885	WhitTier Trust Company Reno, Nevada	$1K	$0	1	0%	Maintained
886	W WealthStone Columbus, Ohio	$571	+$600	1	0%	New
887	ACA Atlas Capital Advisors Jackson, Wyoming	$375	+$395	1	0%	New
888	Pendal Group Sydney, Australia	$53	$0	1	0%	Maintained
889	Aberdeen Group Edinburgh, United Kingdom	$0	-$759K	0	–	Closed
890	ASP Adams Street Partners Chicago, Illinois	$0	-$159K	0	–	Closed
891	AP Advisor Partners Walnut Creek, California	$0	-$192K	0	–	Closed
892	Advisory Alpha Holland, Michigan	$0	-$941	0	–	Closed
893	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$15K	0	–	Closed
894	AIA Alera Investment Advisors Deerfield, Illinois	$0	-$14K	0	–	Closed
895	Allstate Corporation Northbrook, Illinois	$0	-$914K	0	–	Closed
896	AP AlpInvest Partners Amsterdam, Netherlands	$0	-$1.25M	0	–	Closed
897	Altshuler Shaham Tel Aviv, Israel	$0	-$1.42M	0	–	Closed
898	AF Arrow Financial Glens Falls, New York	$0	$0	0	–	Closed
899	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$6.11M	0	–	Closed
900	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	1	0%	Maintained