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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
1126	PWM Prentice Wealth Management Rochester, New York	$1K	+$417	1	0%	New
1127	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	-$298K	2	0%	Reduced
1128	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
1129	BFG Baron Financial Group Fair Lawn, New Jersey	$911	$0	1	0%	Maintained
1130	WIM Westside Investment Management Santa Monica, California	$682	+$730K	3	0%	Increased
1131	Bartlett & Co Wealth Management Cincinnati, Ohio	$418	$0	2	0%	Maintained
1132	CIA Cascade Investment Advisors Oregon City, Oregon	$158	+$167	1	0%	New
1133	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$117K	0	–	Closed
1134	Adage Capital Partners Boston, Massachusetts	$0	-$8.21M	0	–	Closed
1135	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$23K	0	–	Closed
1136	AIM Anatole Investment Management Central, Hong Kong	$0	-$84.2M	0	–	Closed
1137	AAM AO Asset Management New York	$0	-$14.2M	0	–	Closed
1138	AQR Arbitrage Greenwich, Connecticut	$0	-$318K	0	–	Closed
1139	AP Arlington Partners Birmingham, Alabama	$0	-$7K	0	–	Closed
1140	ARTA A.R.T. Advisors New York	$0	-$67K	0	–	Closed
1141	Artemis Investment Management Edinburgh, United Kingdom	$0	-$6.77M	0	–	Closed
1142	Associated Banc-Corp Green Bay, Wisconsin	$0	-$5K	0	–	Closed
1143	AW Avion Wealth The Woodlands, Texas	$0	+$83	1	0%	New
1144	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$3.56M	0	–	Closed
1145	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$0	-$13K	0	–	Closed
1146	BAM Barrett Asset Management New York	$0	-$1K	0	–	Closed
1147	Bartlett & Co Cincinnati, Ohio	$0	$0	2	0%	Maintained
1148	BCM Bayesian Capital Management Brooklyn, New York	$0	-$1.84M	0	–	Closed
1149	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$2K	0	–	Closed
1150	BMC Beaton Management Company Haverhill, Massachusetts	$0	-$206K	0	–	Closed