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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
1151	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1152	LS Leelyn Smith Geneva, Illinois	$1K	$0	1	0%	Maintained
1153	NF Norwood Financial Honesdale, Pennsylvania	$1K	$0	1	0%	Maintained
1154	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1155	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	$0	2	0%	Maintained
1156	TCWA Ten Capital Wealth Advisors Spokane, Washington	$1K	$0	1	0%	Maintained
1157	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
1158	BFG Baron Financial Group Fair Lawn, New Jersey	$830	$0	1	0%	Maintained
1159	FSWA Financial Synergies Wealth Advisors Houston, Texas	$365	+$395	1	0%	New
1160	55I LLC Boston, Massachusetts	$0	-$104K	0	–	Closed
1161	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$23.9K	0	–	Closed
1162	AFA Abacus FCF Advisors Orlando, Florida	$0	-$729K	0	–	Closed
1163	AWP Abacus Wealth Partners Santa Monica, California	$0	-$90.2K	0	–	Closed
1164	AWM Activest Wealth Management Aventure, Florida	$0	$0	1	0%	Maintained
1165	AR Advisory Research Chicago, Illinois	$0	-$569K	0	–	Closed
1166	AW Alaethes Wealth Glenbrook, Nevada	$0	-$19K	0	–	Closed
1167	AWCI Alpine Woods Capital Investors Purchase, New York	$0	-$239K	0	–	Closed
1168	Altshuler Shaham Tel Aviv, Israel	$0	-$50K	0	–	Closed
1169	AE AMH Equity Great Neck, New York	$0	-$301K	0	–	Closed
1170	AFS Annapolis Financial Services Annapolis, Maryland	$0	$0	1	0%	Maintained
1171	APG Asset Management Amsterdam, Netherlands	$0	-$219K	0	–	Closed
1172	ADL Asset Dedication LLC San Francisco, California	$0	-$196K	0	–	Closed
1173	Aviva London, United Kingdom	$0	-$24M	0	–	Closed
1174	AIC AWM Investment Company New York	$0	-$29.2M	0	–	Closed
1175	AIC Ayalon Insurance Company Ramat Gan, Israel	$0	-$167K	0	–	Closed