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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	PW Price Wealth Austin, Texas	$7K	$0	1	0%	Maintained
927	PG Proffitt & Goodson Knoxville, Tennessee	$7K	-$1.43K	2	0%	Reduced
928	JWBC John W. Brooker & Co Oakland, California	$6K	$0	1	0%	Maintained
929	M MOTCO San Antonio, Texas	$6K	$0	1	0%	Maintained
930	SIS Sound Income Strategies Ft Lauderdale, Florida	$6K	$0	1	0%	Maintained
931	TFO Tarbox Family Office Newport Beach, California	$6K	$0	2	0%	Maintained
932	GEA Glen Eagle Advisors Kingston, New Jersey	$5.1K	-$900	2	0%	Reduced
933	Brown Brothers Harriman & Co New York	$5K	-$79K	2	0%	Reduced
934	CA Crewe Advisors Salt Lake City, Utah	$5K	+$6.54K	3	0%	New
935	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$5K	$0	3	0%	Maintained
936	EW Evoke Wealth Los Angeles, California	$5K	$0	1	0%	Maintained
937	FCM Firestone Capital Management Coral Gables, Florida	$5K	$0	1	0%	Maintained
938	GWS Glassman Wealth Services Vienna, Virginia	$5K	+$2.54K	3	0%	Increased
939	GTAM Global Trust Asset Management West Palm Beach, Florida	$5K	$0	2	0%	Maintained
940	HI Hudock Inc Williamsport, Pennsylvania	$5K	+$6.89K	2	0%	Increased
941	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$5K	$0	1	0%	Maintained
942	ONST Old North State Trust Greensboro, North Carolina	$5K	+$5.49K	2	0%	New
943	TCOV Trust Company of Vermont Brattleboro, Vermont	$5K	$0	1	0%	Maintained
944	Associated Banc-Corp Green Bay, Wisconsin	$4K	-$1K	2	0%	Reduced
945	EARNEST Partners Atlanta, Georgia	$4K	$0	1	0%	Maintained
946	EWA Evolution Wealth Advisors Aventura, Florida	$4K	+$4.5K	1	0%	New
947	GSWM Golden State Wealth Management Santa Ana, California	$4K	+$4.51K	1	0%	New
948	HR Howe & Rusling Rochester, New York	$4K	-$1.16K	2	0%	Reduced
949	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4K	-$2K	2	0%	Reduced
950	JWM Janiczek Wealth Management Denver, Colorado	$4K	+$2.35K	2	0%	Increased