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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
1101	FEG Financial Enhancement Group Anderson, Indiana	$1K	$0	1	0%	Maintained
1102	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1103	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
1104	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1105	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1106	PWM Prentice Wealth Management Rochester, New York	$1K	$0	1	0%	Maintained
1107	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	$0	2	0%	Maintained
1108	Salem Investment Counselors Winston Salem, North Carolina	$1K	$0	1	0%	Maintained
1109	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1K	$0	1	0%	Maintained
1110	TFO Tarbox Family Office Newport Beach, California	$1K	-$5K	1	0%	Reduced
1111	BFG Baron Financial Group Fair Lawn, New Jersey	$958	-$241	1	0%	Reduced
1112	Bartlett & Co Wealth Management Cincinnati, Ohio	$447	$0	2	0%	Maintained
1113	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$3.98M	0	–	Closed
1114	1832 Asset Management Toronto, Ontario, Canada	$0	-$26K	0	–	Closed
1115	Aberdeen Group Edinburgh, United Kingdom	$0	-$1.52M	0	–	Closed
1116	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$15K	0	–	Closed
1117	AR Advisory Research Chicago, Illinois	$0	-$1.2M	0	–	Closed
1118	APF Alaska Permanent Fund Juneau, Alaska	$0	-$2.95M	0	–	Closed
1119	Algert Global San Francisco, California	$0	-$457K	0	–	Closed
1120	ACM Allred Capital Management Dallas, Texas	$0	-$9.21K	0	–	Closed
1121	Alphinity Investment Management Sydney, Australia	$0	-$6.36M	0	–	Closed
1122	AAM Alpine Associates Management Palm Beach, Florida	$0	-$28.4M	0	–	Closed
1123	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$1.66M	0	–	Closed
1124	AFM Anson Funds Management Dallas, Texas	$0	-$1.47M	0	–	Closed
1125	Asset Management One Tokyo, Japan	$0	-$252K	0	–	Closed