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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
826	CFGS Concourse Financial Group Securities Birmingham, Alabama	$2K	-$2.71K	3	0%	Reduced
827	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	+$2.29K	1	0%	New
828	JWBC John W. Brooker & Co Oakland, California	$2K	+$1.97K	1	0%	New
829	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2K	$0	1	0%	Maintained
830	PCA Peddock Capital Advisors Braintree, Massachusetts	$2K	+$1.61K	1	0%	New
831	PGAM Princeton Global Asset Management Princeton, New Jersey	$2K	-$1K	1	0%	Reduced
832	RFA Reilly Financial Advisors La Mesa, California	$2K	$0	1	0%	Maintained
833	RG Retirement Group San Diego, California	$2K	+$1.94K	1	0%	New
834	WCM Wealthcare Capital Management Richmond, Virginia	$2K	+$2.48K	1	0%	New
835	TD Private Client Wealth New York	$1.72K	+$1.82K	1	0%	New
836	HF Halpern Financial Ashburn, Virginia	$1.59K	+$1.31K	1	0%	New
837	ECM Estabrook Capital Management New York	$1.03K	-$11.8K	1	0%	Reduced
838	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
839	HCA Horan Capital Advisors Cincinnati, Ohio	$1K	$0	1	0%	Maintained
840	HB Horizon Bancorp Michigan City, Indiana	$1K	+$629	1	0%	New
841	HWM Howard Wealth Management Madison, Connecticut	$1K	+$1.57K	1	0%	New
842	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
843	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
844	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
845	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1K	-$102	2	0%	Reduced
846	PWP Personal Wealth Partners Bloomington, Minnesota	$1K	$0	2	0%	Maintained
847	SBL Sargent Bickham Lagudis Boulder, Colorado	$1K	+$786	1	0%	New
848	SIS Sound Income Strategies Ft Lauderdale, Florida	$1K	-$7.86K	1	0%	Reduced
849	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
850	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1K	+$638	2	0%	New