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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
776	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
777	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$2K	+$2.08K	2	0%	New
778	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$2K	+$1.91K	1	0%	Increased
779	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$2K	+$2.32K	1	0%	New
780	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.15K	$0	1	0%	Maintained
781	BWM Baystate Wealth Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
782	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1K	-$65K	1	0%	Reduced
783	HCA Horan Capital Advisors Cincinnati, Ohio	$1K	+$994	1	0%	New
784	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
785	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	-$12	1	0%	Reduced
786	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
787	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1K	-$6.1K	1	0%	Reduced
788	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
789	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
790	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	$0	1	0%	Maintained
791	Perigon Wealth Management San Francisco, California	$1K	+$895	1	0%	New
792	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
793	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	-$56	1	0%	Reduced
794	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	2	0%	Maintained
795	AIM Anchor Investment Management Columbia, South Carolina	$173	-$49.7K	1	0%	Reduced
796	SIM Sonora Investment Management Tucson, Arizona	$54	$0	1	0%	Maintained
797	Acadian Asset Management Boston, Massachusetts	$0	-$159K	0	–	Closed
798	AIM Acrospire Investment Management Chicago, Illinois	$0	-$150K	0	–	Closed
799	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$3K	0	–	Closed
800	AC Alexandria Capital Arlington, Virginia	$0	$0	1	0%	Maintained