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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	SIS Sound Income Strategies Ft Lauderdale, Florida	$2K	+$1.55K	1	0%	New
777	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$2K	+$289	2	0%	Increased
778	Allworth Financial Folsom, California	$1K	-$479	2	0%	Reduced
779	BWM Baystate Wealth Management Boston, Massachusetts	$1K	-$5	1	0%	Reduced
780	FRA Front Row Advisors Tiburon, California	$1K	+$1.57K	1	0%	New
781	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	$0	1	0%	Maintained
782	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
783	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
784	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
785	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
786	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	$0	2	0%	Maintained
787	OC Oakworth Capital Birmingham, Alabama	$1K	$0	1	0%	Maintained
788	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
789	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	-$318	1	0%	Reduced
790	Perigon Wealth Management San Francisco, California	$1K	$0	1	0%	Maintained
791	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1K	+$3.38K	2	0%	New
792	SWP Strategic Wealth Partners Independence, Ohio	$1K	+$618	1	0%	New
793	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
794	VIA Vantage Investment Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
795	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1K	+$412	1	0%	New
796	WC Whitnell & Co Oak Brook, Illinois	$1K	+$598	1	0%	New
797	Pendal Group Sydney, Australia	$49	-$152K	1	0%	Reduced
798	1832 Asset Management Toronto, Ontario, Canada	$0	-$1.47M	1	0%	Reduced
799	3C 361 Capital Denver, Colorado	$0	-$1.35M	0	–	Closed
800	Advent Capital Management New York	$0	-$165K	0	–	Closed