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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
1001	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
1002	SIM Sonora Investment Management Tucson, Arizona	$11K	-$11.6K	1	0%	Reduced
1003	TCWA Ten Capital Wealth Advisors Spokane, Washington	$11K	-$2.1K	3	0.01%	Reduced
1004	EW Evoke Wealth Los Angeles, California	$10K	+$5.81K	2	0%	Increased
1005	KIG Kowal Investment Group Brookfield, Wisconsin	$10K	+$11.9K	5	0%	New
1006	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$10K	+$325	2	0%	Increased
1007	GEA Glen Eagle Advisors Kingston, New Jersey	$9.73K	+$6	2	0%	Increased
1008	FP Financial Perspectives Minneapolis, Minnesota	$9.51K	$0	2	0%	Maintained
1009	Arax Advisory Partners Denver, Colorado	$9K	-$4.96K	3	0%	Reduced
1010	APC Aspire Private Capital Cornelius, North Carolina	$9K	$0	3	0%	Maintained
1011	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$9K	+$2.52K	2	0%	Increased
1012	ME McIlrath & Eck Arlington, Washington	$9K	$0	2	0%	Maintained
1013	Montag & Associates Atlanta, Georgia	$9K	$0	1	0%	Maintained
1014	M MOTCO San Antonio, Texas	$9K	$0	1	0%	Maintained
1015	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$8K	+$3.27K	2	0%	Increased
1016	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$8K	+$9.46K	1	0%	New
1017	LWP Lumature Wealth Partners Alpharetta, Georgia	$8K	+$8.38K	1	0%	New
1018	NICM Neo Ivy Capital Management New York	$8K	-$455K	1	0.01%	Reduced
1019	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$8K	+$79	5	0%	Increased
1020	TIM Tortoise Investment Management White Plains, New York	$8K	+$5.28K	3	0%	Increased
1021	AIC Archer Investment Corporation Carmel, Indiana	$7.54K	$0	1	0%	Maintained
1022	BIA Bell Investment Advisors Oakland, California	$7K	+$6.46K	4	0%	New
1023	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$7K	$0	1	0%	Maintained
1024	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$7K	+$581	3	0%	Increased
1025	RIA RPG Investment Advisory Pleasanton, California	$7K	-$871	2	0%	Reduced