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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
1076	TCWA Ten Capital Wealth Advisors Spokane, Washington	$1K	$0	1	0%	Maintained
1077	TF Tompkins Financial Ithaca, New York	$1K	-$3K	1	0%	Reduced
1078	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
1079	AWM Abound Wealth Management Franklin, Tennessee	$925	+$1.13K	2	0%	New
1080	FSWA Financial Synergies Wealth Advisors Houston, Texas	$346	+$10	1	0%	Increased
1081	ACA Atlas Capital Advisors Jackson, Wyoming	$320	-$13.7K	1	0%	Reduced
1082	TAM Tucker Asset Management Littleton, Colorado	$101	+$144	1	0%	New
1083	BC Barrett & Company Providence, Rhode Island	$79	+$83	1	0%	New
1084	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$25K	0	–	Closed
1085	AW ACG Wealth Atlanta, Georgia	$0	-$2K	0	–	Closed
1086	AWM Activest Wealth Management Aventure, Florida	$0	$0	0	–	Closed
1087	ARC Advisor Resource Council Dallas, Texas	$0	-$429K	0	–	Closed
1088	AI AdvisorShares Investments Bethesda, Maryland	$0	-$330K	0	–	Closed
1089	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$20K	0	–	Closed
1090	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$1K	0	–	Closed
1091	AIM Aigen Investment Management New York	$0	-$1.44M	0	–	Closed
1092	APF Alaska Permanent Fund Juneau, Alaska	$0	+$48	1	0%	New
1093	Algert Global San Francisco, California	$0	-$265K	0	–	Closed
1094	AAM Alpine Associates Management Palm Beach, Florida	$0	-$36.9M	0	–	Closed
1095	ALPS Advisors Denver, Colorado	$0	-$281K	0	–	Closed
1096	AWM Ameliora Wealth Management Zurich, Switzerland	$0	-$1M	0	–	Closed
1097	AIM Anchor Investment Management Columbia, South Carolina	$0	-$9.14K	0	–	Closed
1098	AIA Angeles Investment Advisors Santa Monica, California	$0	-$206K	0	–	Closed
1099	AFS Annapolis Financial Services Annapolis, Maryland	$0	$0	1	0%	Maintained
1100	Annex Advisory Services Brookfield, Wisconsin	$0	-$224K	0	–	Closed