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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	DWM Darwin Wealth Management Tampa, Florida	$7K	+$8.16K	3	0%	New
802	LPWM Lake Point Wealth Management Rockwall, Texas	$7K	-$372	2	0.01%	Reduced
803	MF Manchester Financial Westlake Village, California	$7K	$0	2	0.01%	Maintained
804	PG Proffitt & Goodson Knoxville, Tennessee	$7K	+$7.87K	2	0%	Increased
805	WIM Westside Investment Management Santa Monica, California	$6.2K	+$9.09K	2	0%	New
806	Associated Banc-Corp Green Bay, Wisconsin	$6K	+$6.47K	3	0%	New
807	CB Community Bank Dewitt, New York	$6K	+$6.5K	1	0%	New
808	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$6K	-$1.65K	2	0%	Reduced
809	FPB First PREMIER Bank Sioux Falls, South Dakota	$6K	-$11.1K	1	0%	Reduced
810	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$6K	+$7.43K	1	0%	New
811	RFM Royal Fund Management Lady Lake, Florida	$6K	$0	1	0%	Maintained
812	TFO Tarbox Family Office Newport Beach, California	$6K	-$1.43K	2	0%	Reduced
813	WCG Weaver Consulting Group Huntington Beach, California	$6K	-$14.5K	2	0%	Reduced
814	Brown Brothers Harriman & Co New York	$5K	-$8.37K	1	0%	Reduced
815	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$5K	+$5.49K	1	0%	New
816	HR Howe & Rusling Rochester, New York	$5K	-$130	3	0%	Reduced
817	JWBC John W. Brooker & Co Oakland, California	$5K	+$3.72K	1	0%	Increased
818	M MOTCO San Antonio, Texas	$5K	$0	1	0%	Maintained
819	SIS Sound Income Strategies Ft Lauderdale, Florida	$5K	+$4.87K	1	0%	Increased
820	ZB Zions Bancorporation Salt Lake City, Utah	$5K	+$580	1	0%	Increased
821	EW Evoke Wealth Los Angeles, California	$4.62K	$0	1	0%	Maintained
822	FCM Firestone Capital Management Coral Gables, Florida	$4K	$0	1	0%	Maintained
823	GTAM Global Trust Asset Management West Palm Beach, Florida	$4K	$0	2	0%	Maintained
824	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4K	$0	2	0%	Maintained
825	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4K	-$8.15K	1	0%	Reduced