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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
1026	PCC Park Circle Company Baltimore, Maryland	$57K	$0	2	0.05%	Maintained
1027	PAM Peak Asset Management Louisville, Colorado	$57K	$0	1	0.01%	Maintained
1028	TNA True North Advisors Dallas, Texas	$57K	-$953	1	0.02%	Reduced
1029	WPW Warther Private Wealth Akron, Ohio	$56K	$0	1	0.04%	Maintained
1030	AIC Archer Investment Corporation Carmel, Indiana	$55.9K	+$55.6K	3	0.02%	Increased
1031	Bowen Hanes & Co Ponte Vedra Beach, Florida	$55K	-$21.4M	1	0%	Reduced
1032	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$55K	$0	1	0.01%	Maintained
1033	GA Gateway Advisory Westfield, New Jersey	$55K	$0	1	0.01%	Maintained
1034	KFS Kaizen Financial Strategies Campbell, California	$55K	-$55.4K	1	0.04%	Reduced
1035	OGF Orin Green Financial San Diego, California	$55K	$0	1	0.04%	Maintained
1036	Gradient Investments Arden Hills, Minnesota	$54K	-$3.34K	2	0%	Reduced
1037	BWM BerganKDV Wealth Management Bloomington, Minnesota	$53K	$0	2	0.01%	Maintained
1038	FPS Fieldpoint Private Securities Greenwich, Connecticut	$52K	-$25.5K	5	0.01%	Reduced
1039	GWS Glassman Wealth Services Vienna, Virginia	$52K	+$6.15K	4	0.01%	Increased
1040	MWM Mascoma Wealth Management Hanover, New Hampshire	$51K	+$51.2K	1	0.02%	New
1041	RBC Roble Belko & Company Sewickley, Pennsylvania	$51K	+$51.3K	2	0.01%	New
1042	Altshuler Shaham Tel Aviv, Israel	$50K	+$53.8K	1	0%	New
1043	CSB City State Bank Norwalk, Iowa	$50K	-$5.54K	2	0.03%	Reduced
1044	Chicago Partners Investment Group Chicago, Illinois	$49K	$0	1	0%	Maintained
1045	TF TimeScale Financial Danvers, Massachusetts	$49K	-$14.3K	2	0.01%	Reduced
1046	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$49K	$0	1	0.04%	Maintained
1047	MHR Matthew Hamilton Rosenberg	$47K	+$51.2K	1	0.02%	New
1048	TCI Wealth Advisors Tucson, Arizona	$47K	-$3.17K	7	0.01%	Reduced
1049	First Horizon Advisors Memphis, Tennessee	$45K	-$82.8K	4	0%	Reduced
1050	AWM AllSquare Wealth Management Albany, New York	$44K	$0	1	0.03%	Maintained