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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
951	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4K	$0	1	0%	Maintained
952	PC Permanens Capital New York	$4K	$0	1	0%	Maintained
953	PineBridge Investments New York	$4K	+$4.56K	1	0%	New
954	SL Savior LLC Wellesley Hills, Massachusetts	$4K	$0	1	0%	Maintained
955	SC Slow Capital Greenbrae, California	$4K	+$4.5K	1	0%	New
956	SWM Sugarloaf Wealth Management Duluth, Georgia	$4K	$0	2	0%	Maintained
957	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	$0	2	0%	Maintained
958	AF Arrow Financial Glens Falls, New York	$3K	$0	1	0%	Maintained
959	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3K	+$2.92K	2	0%	Increased
960	MIM Macroview Investment Management Bethesda, Maryland	$3K	-$3.15K	1	0.01%	Reduced
961	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
962	OC Oakworth Capital Birmingham, Alabama	$3K	$0	1	0%	Maintained
963	Pathstone Family Office Englewood, New Jersey	$3K	-$32K	2	0%	Reduced
964	Prime Capital Investment Advisors Overland Park, Kansas	$3K	-$95.8K	1	0%	Reduced
965	SWM Selective Wealth Management Forest, Virginia	$3K	+$3.6K	2	0%	Increased
966	TD Ameritrade Investment Management Omaha, Nebraska	$3K	$0	1	0%	Maintained
967	Heritage Wealth Advisors Richmond, Virginia	$2.46K	$0	1	0%	Maintained
968	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
969	AGF Investments Inc Toronto, Ontario, Canada	$2K	$0	1	0%	Maintained
970	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	$0	1	0%	Maintained
971	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
972	CFO CVA Family Office Denver, Colorado	$2K	$0	1	0%	Maintained
973	RFA Reilly Financial Advisors La Mesa, California	$2K	$0	1	0%	Maintained
974	TIM Tortoise Investment Management White Plains, New York	$2K	-$24K	1	0%	Reduced
975	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$2K	-$1K	1	0%	Reduced