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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	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$6K	$0	1	0%	Maintained
752	GTAM Global Trust Asset Management West Palm Beach, Florida	$6K	+$7.18K	2	0%	New
753	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$6K	+$6.19K	1	0%	Increased
754	PWM Paulson Wealth Management Wheaton, Illinois	$5K	+$5.13K	1	0%	New
755	PCA Peddock Capital Advisors Braintree, Massachusetts	$5K	-$110K	1	0%	Reduced
756	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$5K	+$5.45K	2	0%	New
757	WB Webster Bank Waterbury, Connecticut	$5K	+$5.15K	1	0%	New
758	GEA Glen Eagle Advisors Kingston, New Jersey	$4.66K	$0	1	0%	Maintained
759	RPC Rossmore Private Capital Glastonbury, Connecticut	$4.55K	+$5.03K	1	0%	New
760	Credit Agricole Montrouge Cedex, France	$4K	-$1.14M	1	0%	Reduced
761	GFP Gryphon Financial Partners Columbus, Ohio	$4K	+$4.24K	1	0%	New
762	IHT Wealth Management Chicago, Illinois	$4K	+$1.99K	2	0%	Increased
763	MGO One Seven Beachwood, Ohio	$4K	+$4.41K	2	0%	New
764	PSC Prentiss Smith & Co Brattleboro, Vermont	$4K	$0	1	0%	Maintained
765	RWA Ropes Wealth Advisors Boston, Massachusetts	$4K	$0	2	0%	Maintained
766	WhitTier Trust Company Reno, Nevada	$4K	$0	2	0%	Maintained
767	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$3K	+$2.9K	1	0%	New
768	ClearBridge Investments New York	$3K	$0	1	0%	Maintained
769	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$2K	+$2.02K	2	0%	New
770	EWM Endurance Wealth Management Providence, Rhode Island	$2K	$0	1	0%	Maintained
771	IWP Icon Wealth Partners Houston, Texas	$2K	+$2.4K	2	0%	New
772	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
773	PW Price Wealth Austin, Texas	$2K	+$2.75K	1	0%	New
774	RFA Reilly Financial Advisors La Mesa, California	$2K	$0	1	0%	Maintained
775	SFSIG San Francisco Sentry Investment Group San Francisco, California	$2K	-$63K	1	0%	Reduced