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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	NWM Northwest Wealth Management Spencer, Iowa	$3K	+$2.87K	1	0%	New
752	PCA Peddock Capital Advisors Braintree, Massachusetts	$3K	$0	1	0%	Maintained
753	RFA Reilly Financial Advisors La Mesa, California	$3K	$0	1	0%	Maintained
754	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	$0	1	0%	Maintained
755	WOC West Oak Capital Westlake Village, California	$2.51K	+$3.11K	1	0%	New
756	Allworth Financial Folsom, California	$2K	+$129	2	0%	Increased
757	FC Ferris Capital Marlborough, Massachusetts	$2K	+$1.66K	1	0%	New
758	FCAG First Capital Advisors Group Little Silver, New Jersey	$2K	+$2.18K	1	0%	New
759	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	+$2.01K	2	0%	New
760	OWA One Wealth Advisors San Francisco, California	$2K	+$1.54K	1	0%	Increased
761	PCC Park Circle Company Baltimore, Maryland	$2K	+$2.16K	1	0%	New
762	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	$0	1	0%	Maintained
763	CIA Cascade Investment Advisors Oregon City, Oregon	$1.09K	+$1.08K	1	0%	New
764	BWM Baystate Wealth Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
765	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	+$886	1	0%	New
766	Destination Wealth Management Walnut Creek, California	$1K	+$1.47K	1	0%	New
767	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
768	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
769	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
770	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
771	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
772	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
773	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	$0	1	0%	Maintained
774	Perigon Wealth Management San Francisco, California	$1K	$0	1	0%	Maintained
775	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1K	+$1.15K	1	0%	New