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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	WDL Well Done LLC Holland, Michigan	$14K	+$13.9K	1	0%	New
752	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$13K	-$98	2	0.01%	Reduced
753	AIA Alera Investment Advisors Deerfield, Illinois	$13K	+$12.8K	2	0.01%	New
754	PHK Point72 Hong Kong Hong Kong	$13K	-$111K	2	0.01%	Reduced
755	SIS Sound Income Strategies Ft Lauderdale, Florida	$13K	+$11.2K	1	0.01%	Increased
756	Wealthspire Advisors (New York) New York	$13K	+$12.5K	1	0%	New
757	BWM BerganKDV Wealth Management Bloomington, Minnesota	$12K	$0	1	0%	Maintained
758	EWM Edge Wealth Management New York	$12K	$0	1	0%	Maintained
759	WPW Winthrop Partners - WNY Buffalo, New York	$11.6K	$0	1	0.01%	Maintained
760	TCI Wealth Advisors Tucson, Arizona	$11K	-$1.25K	5	0.01%	Reduced
761	Pathstone Family Office Englewood, New Jersey	$10K	+$12.3K	2	0%	New
762	Altshuler Shaham Tel Aviv, Israel	$9K	+$8.02K	1	0%	New
763	BFC Bedel Financial Consulting Indianapolis, Indiana	$9K	$0	1	0.01%	Maintained
764	IF Ironwood Financial Tucson, Arizona	$9K	$0	1	0.01%	Maintained
765	PWMG Prestige Wealth Management Group Flemington, New Jersey	$9K	+$9.28K	3	0.01%	New
766	VNA Valley National Advisers Bethlehem, Pennsylvania	$9K	$0	2	0%	Maintained
767	GTAM Global Trust Asset Management West Palm Beach, Florida	$8K	$0	2	0.01%	Maintained
768	HR Howe & Rusling Rochester, New York	$8K	$0	3	0%	Maintained
769	IDBONY Israel Discount Bank of New York New York	$8K	$0	1	0.01%	Maintained
770	MGO One Seven Beachwood, Ohio	$8K	+$8.97K	2	0%	New
771	Regions Financial Corp Birmingham, Alabama	$8K	-$5.1K	4	0%	Reduced
772	RMC Resources Management Corp West Hartford, Connecticut	$8K	$0	1	0%	Maintained
773	TCOV Trust Company of Vermont Brattleboro, Vermont	$8K	$0	2	0%	Maintained
774	WCM WealthBridge Capital Management Westerville, Ohio	$8K	+$9.11K	3	0.01%	New
775	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$7K	+$8.21K	2	0%	New