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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
1051	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$43K	-$2.35K	1	0%	Reduced
1052	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$43K	-$8.55K	4	0.01%	Reduced
1053	PMFA Plante Moran Financial Advisors Southfield, Michigan	$43K	$0	1	0.01%	Maintained
1054	EPM Equitec Proprietary Markets Chicago, Illinois	$40K	+$39.6K	1	0.01%	New
1055	SC Sierra Capital Miami, Florida	$39K	$0	2	0.01%	Maintained
1056	WhitTier Trust Company Reno, Nevada	$38K	$0	2	0%	Maintained
1057	MCM Manchester Capital Management Manchester, Vermont	$37K	-$21.9K	6	0.01%	Reduced
1058	TCM Tradewinds Capital Management Bellingham, Washington	$37K	+$2.93K	3	0.01%	Increased
1059	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$35K	$0	3	0.01%	Maintained
1060	Covington Capital Management Los Angeles, California	$33K	$0	2	0%	Maintained
1061	FWM Focused Wealth Management Newburgh, New York	$33K	-$25.1K	4	0.01%	Reduced
1062	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$33K	+$34.3K	1	0.02%	New
1063	RTC Riverview Trust Company Vancouver, Washington	$33K	+$33.9K	2	0.02%	New
1064	GEA Glen Eagle Advisors Kingston, New Jersey	$32.8K	-$11	1	0.01%	Reduced
1065	RG Richelieu Gestion Paris, France	$32K	+$32.4K	1	0.03%	New
1066	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$31K	$0	4	0.02%	Maintained
1067	BG Bollard Group Boston, Massachusetts	$30K	-$23.8M	1	0%	Reduced
1068	HR Howe & Rusling Rochester, New York	$30K	-$68.8K	4	0%	Reduced
1069	T TCWP Beachwood, Ohio	$30K	+$34.5K	5	0.01%	New
1070	TWM Tradition Wealth Management Edina, Minnesota	$29K	-$2.88K	2	0%	Reduced
1071	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$28K	+$14K	5	0%	Increased
1072	NWM Nauset Wealth Management Westport, Connecticut	$27K	+$27.7K	1	0.02%	New
1073	SWM Sugarloaf Wealth Management Duluth, Georgia	$27K	$0	2	0.01%	Maintained
1074	Bartlett & Co Cincinnati, Ohio	$26K	+$24K	2	0%	New
1075	MassMutual Private Wealth & Trust Windsor, Connecticut	$26K	-$5.58K	3	0%	Reduced