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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
1151	NMG New Millennium Group Sandy, Utah	$415	$0	1	0%	Maintained
1152	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$413	$0	2	0%	Maintained
1153	CAM ClariVest Asset Management San Diego, California	$369	$0	1	0%	Maintained
1154	LCM Logan Capital Management Newtown Square, Pennsylvania	$345	$0	1	0%	Maintained
1155	Natixis Paris, France	$328	-$59.9K	1	0%	Reduced
1156	HIA Harbor Investment Advisory Lutherville, Maryland	$317	-$145	1	0%	Reduced
1157	WAS Winch Advisory Services Appleton, Wisconsin	$304	$0	1	0%	Maintained
1158	GPFA Game Plan Financial Advisors Westlake, Ohio	$295	$0	2	0%	Maintained
1159	FFA Frazier Financial Advisors Columbus, Ohio	$198	-$4.49K	1	0%	Reduced
1160	MLA MB, Levis & Associates Center Valley, Pennsylvania	$192	$0	1	0%	Maintained
1161	CSC Caldwell Sutter Capital Sausalito, California	$190	$0	1	0%	Maintained
1162	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$188	-$7.05K	1	0%	Reduced
1163	PG Proffitt & Goodson Knoxville, Tennessee	$185	$0	1	0%	Maintained
1164	MWM Mascoma Wealth Management Hanover, New Hampshire	$175	$0	1	0%	Maintained
1165	MCM MV Capital Management Bethesda, Maryland	$151	+$24	2	0%	Increased
1166	MCM MidAtlantic Capital Management Richmond, Virginia	$63	$0	1	0%	Maintained
1167	FG Fairman Group Chesterbrook, Pennsylvania	$62	$0	1	0%	Maintained
1168	BC Barrett & Company Providence, Rhode Island	$61	-$12	1	0%	Reduced
1169	MSG Main Street Group Glen Allen, Virginia	$48	-$8.09K	1	0%	Reduced
1170	First Command Advisory Services Fort Worth, Texas	$44	+$40	1	0%	New
1171	MIM Macroview Investment Management Bethesda, Maryland	$31	$0	1	0%	Maintained
1172	Bartlett & Co Wealth Management Cincinnati, Ohio	$26	-$34.4K	1	0%	Reduced
1173	NB NBT Bank Norwich, New York	$13	+$12	1	0%	New
1174	CCMI Creative Capital Management Investments San Diego, California	$9	+$8	1	0%	New
1175	ACM AIGH Capital Management Baltimore, Maryland	$0	-$20.5M	0	–	Closed