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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
876	OC Oakworth Capital Birmingham, Alabama	$2K	$0	2	0%	Maintained
877	PCC Park Circle Company Baltimore, Maryland	$2K	$0	1	0%	Maintained
878	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	+$1.57K	1	0%	Increased
879	PCA Peddock Capital Advisors Braintree, Massachusetts	$2K	$0	1	0%	Maintained
880	SIM Sonora Investment Management Tucson, Arizona	$2K	+$336	2	0%	Increased
881	TF Tompkins Financial Ithaca, New York	$2K	+$86	1	0%	Increased
882	AIM Anchor Investment Management Columbia, South Carolina	$1.92K	$0	1	0%	Maintained
883	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$1K	$0	1	0%	Maintained
884	AC Avestar Capital New York	$1K	$0	1	0%	Maintained
885	BWM Baystate Wealth Management Boston, Massachusetts	$1K	+$61	1	0%	Increased
886	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
887	Destination Wealth Management Walnut Creek, California	$1K	+$679	1	0%	New
888	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
889	FRA Front Row Advisors Tiburon, California	$1K	-$618	1	0%	Reduced
890	GWS Glassman Wealth Services Vienna, Virginia	$1K	+$883	3	0%	Increased
891	H Hexavest Montreal, Quebec, Canada	$1K	$0	1	0%	Maintained
892	HCA Horan Capital Advisors Cincinnati, Ohio	$1K	+$979	1	0%	New
893	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
894	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	+$245	1	0%	Increased
895	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1K	$0	1	0%	Maintained
896	LF Lee Financial Dallas, Texas	$1K	$0	2	0%	Maintained
897	LWM Liberty Wealth Management Oakland, California	$1K	+$306	2	0%	Increased
898	LPC Loeb Partners Corp New York	$1K	-$129	1	0.02%	Reduced
899	ME McIlrath & Eck Arlington, Washington	$1K	$0	2	0%	Maintained
900	NSIM North Star Investment Management Chicago, Illinois	$1K	$0	1	0%	Maintained