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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
801	NWM Northwest Wealth Management Spencer, Iowa	$2K	$0	1	0%	Maintained
802	OC Oakworth Capital Birmingham, Alabama	$2K	+$2.17K	2	0%	Increased
803	PCC Park Circle Company Baltimore, Maryland	$2K	$0	1	0%	Maintained
804	PCA Peddock Capital Advisors Braintree, Massachusetts	$2K	$0	1	0%	Maintained
805	TF Tompkins Financial Ithaca, New York	$2K	$0	1	0%	Maintained
806	AIM Anchor Investment Management Columbia, South Carolina	$1.67K	-$178K	1	0%	Reduced
807	WIM Westside Investment Management Santa Monica, California	$1.38K	-$10.2K	2	0%	Reduced
808	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$1K	$0	1	0%	Maintained
809	AC Avestar Capital New York	$1K	+$1.16K	1	0%	Increased
810	BWM Baystate Wealth Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
811	BTNA Bremer Trust National Association St. Cloud, Minnesota	$1K	+$887	1	0%	New
812	Brown Brothers Harriman & Co New York	$1K	+$968	1	0%	New
813	CB CNB Bank Clearfield, Pennsylvania	$1K	+$589	1	0%	New
814	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
815	ER Enlightenment Research Miami, Florida	$1K	+$1.61K	1	0%	New
816	FC Ferris Capital Marlborough, Massachusetts	$1K	$0	1	0%	Maintained
817	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
818	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
819	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
820	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1K	+$662	1	0%	New
821	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
822	LPC Loeb Partners Corp New York	$1K	+$751	2	0%	New
823	MSA Marino Stram & Associates Braintree, Massachusetts	$1K	+$591	1	0%	New
824	ME McIlrath & Eck Arlington, Washington	$1K	$0	2	0%	Maintained
825	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	$0	2	0%	Maintained