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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
926	PG Proffitt & Goodson Knoxville, Tennessee	$9K	$0	2	0%	Maintained
927	SCA Stonebridge Capital Advisors St Paul, Minnesota	$9K	$0	3	0%	Maintained
928	FP Financial Perspectives Minneapolis, Minnesota	$8.6K	$0	2	0.01%	Maintained
929	1W 1776 Wealth Atlanta, Georgia	$8K	+$7.56K	1	0.01%	New
930	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$8K	$0	2	0.01%	Maintained
931	DWA Dorsey Wright & Associates Pasadena, California	$8K	+$8.11K	1	0%	New
932	MF Manchester Financial Westlake Village, California	$8K	$0	2	0.01%	Maintained
933	NICM Neo Ivy Capital Management New York	$8K	-$81.4K	1	0.01%	Reduced
934	CAC Certified Advisory Corp Altamonte Springs, Florida	$7K	+$2.79K	2	0%	Increased
935	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$7K	+$866	3	0%	Increased
936	JWBC John W. Brooker & Co Oakland, California	$7K	$0	1	0.01%	Maintained
937	M MOTCO San Antonio, Texas	$7K	$0	1	0%	Maintained
938	SIS Sound Income Strategies Ft Lauderdale, Florida	$7K	$0	1	0%	Maintained
939	GEA Glen Eagle Advisors Kingston, New Jersey	$6.91K	+$1.49K	2	0%	Increased
940	Associated Banc-Corp Green Bay, Wisconsin	$6K	-$1.46K	3	0%	Reduced
941	Credit Agricole Montrouge Cedex, France	$6K	$0	1	0%	Maintained
942	EW Evoke Wealth Los Angeles, California	$6K	+$170	2	0%	Increased
943	GTAM Global Trust Asset Management West Palm Beach, Florida	$6K	$0	2	0%	Maintained
944	LWM Lenox Wealth Management Cincinnati, Ohio	$6K	$0	1	0%	Maintained
945	MIM Macroview Investment Management Bethesda, Maryland	$6K	+$2.06K	2	0.01%	Increased
946	TFO Tarbox Family Office Newport Beach, California	$6K	$0	2	0%	Maintained
947	TCOV Trust Company of Vermont Brattleboro, Vermont	$6K	$0	1	0%	Maintained
948	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$5K	+$4.62K	1	0%	New
949	Apollon Wealth Management Mount Pleasant, South Carolina	$5K	+$4.67K	1	0%	New
950	EARNEST Partners Atlanta, Georgia	$5K	+$4.77K	1	0%	New