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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
1001	TFO Tarbox Family Office Newport Beach, California	$7K	-$345	2	0%	Reduced
1002	FPW Flagship Private Wealth Woburn, Massachusetts	$6.55K	+$3.94K	1	0.01%	New
1003	CWP Concord Wealth Partners Abingdon, Virginia	$6K	+$4.72K	2	0%	New
1004	CA Crewe Advisors Salt Lake City, Utah	$6K	-$551	1	0%	Reduced
1005	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$6K	+$1.16K	2	0%	Increased
1006	EW Evoke Wealth Los Angeles, California	$6K	$0	1	0%	Maintained
1007	FCM Firestone Capital Management Coral Gables, Florida	$6K	$0	1	0%	Maintained
1008	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$6K	-$145	2	0%	Reduced
1009	MCF Advisors Covington, Kentucky	$6K	+$4.44K	1	0%	Increased
1010	M MOTCO San Antonio, Texas	$6K	$0	1	0%	Maintained
1011	PC Pier Capital Stamford, Connecticut	$6K	+$4.62K	1	0%	New
1012	RWA Ropes Wealth Advisors Boston, Massachusetts	$6K	+$5.12K	2	0%	New
1013	GEA Glen Eagle Advisors Kingston, New Jersey	$5.5K	$0	2	0%	Maintained
1014	AF Arrow Financial Glens Falls, New York	$5K	$0	1	0%	Maintained
1015	Associated Banc-Corp Green Bay, Wisconsin	$5K	$0	2	0%	Maintained
1016	Brown Brothers Harriman & Co New York	$5K	$0	1	0%	Maintained
1017	Credit Agricole Montrouge Cedex, France	$5K	-$28K	1	0%	Reduced
1018	EARNEST Partners Atlanta, Georgia	$5K	$0	1	0%	Maintained
1019	GTAM Global Trust Asset Management West Palm Beach, Florida	$5K	$0	2	0%	Maintained
1020	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	+$3.67K	1	0.01%	New
1021	ONST Old North State Trust Greensboro, North Carolina	$5K	$0	2	0%	Maintained
1022	PineBridge Investments New York	$5K	$0	1	0%	Maintained
1023	TCOV Trust Company of Vermont Brattleboro, Vermont	$5K	$0	1	0%	Maintained
1024	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$4K	-$4K	1	0%	Reduced
1025	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4K	-$788	1	0%	Reduced