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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	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$4K	+$3.93K	1	0%	New
802	Credit Agricole Montrouge Cedex, France	$4K	$0	2	0%	Maintained
803	EWM EPG Wealth Management Atlanta, Georgia	$4K	+$3.83K	1	0%	New
804	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4K	$0	1	0%	Maintained
805	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$4K	-$5.76K	3	0%	Reduced
806	LWM Lenox Wealth Management Cincinnati, Ohio	$4K	+$4.14K	1	0%	New
807	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
808	ONST Old North State Trust Greensboro, North Carolina	$4K	-$79	1	0%	Reduced
809	RWG Regal Wealth Group Seal Beach, California	$4K	-$29.8K	1	0%	Reduced
810	SL Savior LLC Wellesley Hills, Massachusetts	$4K	+$3.94K	1	0.01%	New
811	SMFS Squar Milner Financial Services Irvine, California	$4K	+$3.77K	1	0%	New
812	SWM Sugarloaf Wealth Management Duluth, Georgia	$4K	+$3.71K	2	0%	New
813	Arkadios Wealth Advisors Atlanta, Georgia	$3.91K	+$3.33K	2	0%	New
814	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3K	+$3.58K	1	0%	New
815	HAM Highstreet Asset Management London, Ontario, Canada	$3K	$0	1	0%	Maintained
816	IWP IAG Wealth Partners Waukesha, Wisconsin	$3K	+$2.52K	1	0%	New
817	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
818	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	$0	2	0%	Maintained
819	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$3K	$0	2	0%	Maintained
820	TD Ameritrade Investment Management Omaha, Nebraska	$3K	-$571	1	0%	Reduced
821	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3K	-$746	2	0%	Reduced
822	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	2	0%	Maintained
823	ACM Allred Capital Management Dallas, Texas	$2.26K	+$2.03K	1	0%	New
824	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
825	CAC Certified Advisory Corp Altamonte Springs, Florida	$2K	+$1.71K	2	0%	Increased