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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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$9K	$0	3	0%	Maintained
777	CWA Capital Wealth Alliance Scottsdale, Arizona	$8K	+$6.64K	2	0.01%	New
778	Gradient Investments Arden Hills, Minnesota	$8K	-$1.09M	3	0%	Reduced
779	IWA Intercontinental Wealth Advisors San Antonio, Texas	$8K	-$4.5K	1	0.01%	Reduced
780	MIM Macroview Investment Management Bethesda, Maryland	$8K	+$2.77K	2	0.02%	Increased
781	MF Manchester Financial Westlake Village, California	$8K	+$6.75K	2	0%	New
782	RFM Royal Fund Management Lady Lake, Florida	$8K	+$8.65K	1	0%	Increased
783	FP Financial Perspectives Minneapolis, Minnesota	$7.96K	+$7.21K	2	0.01%	New
784	BWA BDO Wealth Advisors Jacksonville, Florida	$7K	+$582	2	0%	Increased
785	Capital Analysts LLC Fort Washington, Pennsylvania	$7K	$0	1	0%	Maintained
786	EWM Edge Wealth Management New York	$7K	$0	1	0%	Maintained
787	SC Solstein Capital Menlo Park, California	$7K	+$5.87K	1	0.01%	New
788	TFO Tarbox Family Office Newport Beach, California	$7K	-$2.02K	2	0%	Reduced
789	VNA Valley National Advisers Bethlehem, Pennsylvania	$7K	+$47	2	0%	Increased
790	HR Howe & Rusling Rochester, New York	$6K	$0	3	0%	Maintained
791	IF Ironwood Financial Tucson, Arizona	$6K	$0	1	0%	Maintained
792	M MOTCO San Antonio, Texas	$6K	+$6.29K	1	0%	New
793	ZB Zions Bancorporation Salt Lake City, Utah	$6K	-$2.57K	1	0%	Reduced
794	GEA Glen Eagle Advisors Kingston, New Jersey	$5.01K	$0	1	0%	Maintained
795	FCM Firestone Capital Management Coral Gables, Florida	$5K	+$3.93K	1	0%	New
796	GTAM Global Trust Asset Management West Palm Beach, Florida	$5K	$0	2	0%	Maintained
797	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$5K	$0	2	0%	Maintained
798	TFA Toth Financial Advisory Leesburg, Virginia	$5K	-$382	2	0%	Reduced
799	TCOV Trust Company of Vermont Brattleboro, Vermont	$5K	-$1.97K	1	0%	Reduced
800	EW Evoke Wealth Los Angeles, California	$4.95K	-$2.96K	1	0%	Reduced