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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
751	WIM Westside Investment Management Santa Monica, California	$11K	+$697	3	0.01%	Increased
752	CHP Cable Hill Partners Portland, Oregon	$10K	+$3.02K	2	0.01%	Increased
753	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10K	$0	2	0%	Maintained
754	Global Retirement Partners San Rafael, California	$10K	+$4.48K	2	0%	Increased
755	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$10K	+$10.6K	2	0.01%	New
756	IP Intellectus Partners San Francisco, California	$9K	$0	3	0%	Maintained
757	MI Markston International White Plains, New York	$9K	-$11.8K	1	0%	Reduced
758	ACM Aviance Capital Management Sarasota, Florida	$8K	+$7.42K	1	0%	New
759	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$8K	$0	1	0%	Maintained
760	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$7K	-$13.2K	1	0.01%	Reduced
761	ZB Zions Bancorporation Salt Lake City, Utah	$7K	-$3.57K	1	0%	Reduced
762	GEA Glen Eagle Advisors Kingston, New Jersey	$6.16K	$0	1	0%	Maintained
763	HR Howe & Rusling Rochester, New York	$6K	$0	1	0%	Maintained
764	Krilogy Financial St. Louis, Missouri	$5K	-$147K	1	0%	Reduced
765	PSC Prentiss Smith & Co Brattleboro, Vermont	$5K	+$4.29K	1	0%	New
766	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	+$246	5	0%	Increased
767	WhitTier Trust Company Reno, Nevada	$4K	$0	2	0%	Maintained
768	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	+$3K	1	0%	New
769	CPA Clear Perspective Advisors Aurora, Illinois	$3K	-$672	1	0%	Reduced
770	MCA Mercer Capital Advisers Little Silver, New Jersey	$3K	$0	1	0%	Maintained
771	RFA Reilly Financial Advisors La Mesa, California	$3K	$0	1	0%	Maintained
772	Allworth Financial Folsom, California	$2K	$0	2	0%	Maintained
773	Citizens Financial Group Providence, Rhode Island	$2K	+$1.8K	1	0%	Increased
774	EA Edge Advisors Atlanta, Georgia	$2K	-$3.34K	2	0%	Reduced
775	FC Ferris Capital Marlborough, Massachusetts	$2K	+$1.55K	1	0%	New