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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
901	SAM S.A. Mason Holland, Michigan	$12K	$0	1	0.01%	Maintained
902	AIC Archer Investment Corporation Carmel, Indiana	$11.8K	$0	1	0.01%	Maintained
903	LC Lindbrook Capital Calabasas, California	$11K	-$5.14K	2	0%	Reduced
904	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$11K	$0	2	0.01%	Maintained
905	Gradient Investments Arden Hills, Minnesota	$10K	-$1.11K	2	0%	Reduced
906	PWMG Prestige Wealth Management Group Flemington, New Jersey	$10K	-$166	2	0%	Reduced
907	AW Alpha Windward Westwood, Massachusetts	$9K	-$393K	1	0.01%	Reduced
908	CP Corbenic Partners Bethlehem, Pennsylvania	$9K	+$10.4K	1	0%	New
909	FFA Founders Financial Alliance Raleigh, North Carolina	$9K	+$10.1K	1	0.01%	New
910	MUFG Americas New York	$9K	-$75K	1	0%	Reduced
911	ZB Zions Bancorporation Salt Lake City, Utah	$9K	$0	1	0%	Maintained
912	Arkadios Wealth Advisors Atlanta, Georgia	$8.57K	+$3.98K	2	0%	Increased
913	Arax Advisory Partners Denver, Colorado	$8K	-$12K	1	0%	Reduced
914	BBL Beck Bode LLC Dedham, Massachusetts	$8K	+$8.63K	2	0%	New
915	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$8K	$0	2	0.01%	Maintained
916	CB Community Bank Dewitt, New York	$8K	+$310	2	0%	Increased
917	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$8K	+$8.29K	1	0.01%	New
918	EWM Edge Wealth Management New York	$8K	-$4K	1	0%	Reduced
919	HWM HighMark Wealth Management St. Paul, Minnesota	$8K	$0	2	0.01%	Maintained
920	MCM Manchester Capital Management Manchester, Vermont	$8K	+$8.29K	1	0%	New
921	MF Manchester Financial Westlake Village, California	$8K	$0	2	0.01%	Maintained
922	PCG Private Capital Group West Hartford, Connecticut	$8K	-$5.47K	3	0%	Reduced
923	FP Financial Perspectives Minneapolis, Minnesota	$7.83K	$0	2	0.01%	Maintained
924	BFC Bedel Financial Consulting Indianapolis, Indiana	$7K	-$14K	2	0%	Reduced
925	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$7K	$0	2	0%	Maintained