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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
1201	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$2.73K	$0	1	0%	Maintained
1202	CHC City Holding Co Charleston, West Virginia	$2.72K	+$1.55K	1	0%	Increased
1203	RAM Riggs Asset Management Dallas, Pennsylvania	$2.7K	$0	3	0%	Maintained
1204	BI Binnacle Investments Urbandale, Iowa	$2.64K	+$3.29K	2	0%	New
1205	CA Continuum Advisory Eagle, Idaho	$2.53K	-$148	2	0%	Reduced
1206	Kestra Investment Management Austin, Texas	$2.5K	-$126K	2	0%	Reduced
1207	AWM Abound Wealth Management Franklin, Tennessee	$2.16K	+$98	2	0%	Increased
1208	PWA Principia Wealth Advisory Dallas, Texas	$2.06K	+$1.35K	3	0%	Increased
1209	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$2K	$0	1	0%	Maintained
1210	ECM Estabrook Capital Management New York	$1.95K	$0	1	0%	Maintained
1211	MWA Medallion Wealth Advisors Farmington, Connecticut	$1.92K	$0	2	0%	Maintained
1212	Montag & Associates Atlanta, Georgia	$1.78K	$0	1	0%	Maintained
1213	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$1.75K	+$2.24K	1	0%	New
1214	WB Webster Bank Waterbury, Connecticut	$1.7K	$0	1	0%	Maintained
1215	BCH Berkshire Capital Holdings San Jose, California	$1.66K	-$12.9M	3	0%	Reduced
1216	WCM Westend Capital Management Sausalito, California	$1.6K	$0	1	0%	Maintained
1217	CWM Centricity Wealth Management Westerville, Ohio	$1.58K	$0	1	0%	Maintained
1218	SC Swan Capital Pensacola, Florida	$1.49K	+$2.3K	1	0%	New
1219	Salem Investment Counselors Winston Salem, North Carolina	$1.46K	$0	2	0%	Maintained
1220	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.46K	+$1.35K	1	0%	New
1221	RCM Raleigh Capital Management Cary, North Carolina	$1.42K	+$1.84K	2	0%	New
1222	GC Garde Capital Seattle, Washington	$1.4K	+$1.3K	1	0%	New
1223	RWM Rialto Wealth Management Syracuse, New York	$1.4K	+$1.88K	3	0%	New
1224	PGAM Princeton Global Asset Management Princeton, New Jersey	$1.38K	$0	2	0%	Maintained
1225	PA Pineridge Advisors St. Charles, Missouri	$1.32K	$0	1	0%	Maintained