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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
851	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
852	AGF Investments Inc Toronto, Ontario, Canada	$2K	+$2.22K	1	0%	New
853	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	+$1.86K	1	0%	New
854	CFO CVA Family Office Denver, Colorado	$2K	+$1.86K	1	0%	New
855	EWP Engrave Wealth Partners The Woodlands, Texas	$2K	+$2.36K	1	0%	New
856	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	$0	1	0%	Maintained
857	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2K	$0	1	0%	Maintained
858	KFI Key Financial Inc West Chester, Pennsylvania	$2K	+$2.86K	2	0%	New
859	MIM Macroview Investment Management Bethesda, Maryland	$2K	-$4.71K	1	0%	Reduced
860	PGAM Princeton Global Asset Management Princeton, New Jersey	$2K	$0	1	0%	Maintained
861	RFA Reilly Financial Advisors La Mesa, California	$2K	$0	1	0%	Maintained
862	Heritage Wealth Advisors Richmond, Virginia	$1.95K	+$2.34K	1	0%	New
863	TD Private Client Wealth New York	$1K	-$520	1	0%	Reduced
864	AP Arlington Partners Birmingham, Alabama	$1K	+$1.35K	1	0%	New
865	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	-$6K	1	0%	Reduced
866	Clearstead Advisors Cleveland, Ohio	$1K	+$1.5K	1	0%	New
867	CCA Column Capital Advisors Indianapolis, Indiana	$1K	+$1K	1	0%	New
868	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$1K	-$2.43K	3	0%	Reduced
869	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1K	+$1.11K	1	0%	New
870	KPW Kore Private Wealth New York	$1K	+$903	1	0%	Increased
871	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
872	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
873	QAM QCI Asset Management Pittsford, New York	$1K	+$1.11K	2	0%	Increased
874	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
875	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1K	-$2K	1	0%	Reduced