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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	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
877	HCA Horan Capital Advisors Cincinnati, Ohio	$1K	+$826	1	0%	New
878	HI Hudock Inc Williamsport, Pennsylvania	$1K	+$5	1	0%	Increased
879	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
880	MI Markston International White Plains, New York	$1K	+$572	1	0%	New
881	NSIM North Star Investment Management Chicago, Illinois	$1K	+$516	1	0%	New
882	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
883	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
884	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	-$11.7K	2	0%	Reduced
885	PWMG Prestige Wealth Management Group Flemington, New Jersey	$1K	+$568	1	0%	Increased
886	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
887	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
888	TL TrueWealth LLC Atlanta, Georgia	$1K	$0	1	0%	Maintained
889	UFF USA Financial Formulas Ada, Michigan	$1K	-$419K	1	0%	Reduced
890	SWP Strategic Wealth Partners Independence, Ohio	$839	+$877K	1	0%	Increased
891	Advisory Alpha Holland, Michigan	$697	+$733	1	0%	New
892	ACA Atlas Capital Advisors Jackson, Wyoming	$655	+$267	2	0%	Increased
893	Pendal Group Sydney, Australia	$54	$0	1	0%	Maintained
894	1832 Asset Management Toronto, Ontario, Canada	$0	-$1K	0	–	Closed
895	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$1K	0	–	Closed
896	1NWS 1 North Wealth Services Annapolis, Maryland	$0	+$31	1	0%	New
897	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$14K	0	–	Closed
898	Algert Global San Francisco, California	$0	-$47K	0	–	Closed
899	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$2K	0	–	Closed
900	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$8.04M	0	–	Closed