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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
1326	AWM Abound Wealth Management Franklin, Tennessee	$2.5K	$0	2	0%	Maintained
1327	PWA Principia Wealth Advisory Dallas, Texas	$2.36K	-$264	4	0%	Reduced
1328	RWM RMG Wealth Management Platteville, Wisconsin	$2.11K	+$1.21K	1	0%	New
1329	SRCM Signature Resources Capital Management Newport Beach, California	$2.08K	+$180	2	0%	Increased
1330	MCM MV Capital Management Bethesda, Maryland	$2.08K	+$250	4	0%	Increased
1331	RCM Raleigh Capital Management Cary, North Carolina	$2.06K	$0	2	0%	Maintained
1332	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$2.04K	$0	1	0%	Maintained
1333	DF DecisionPoint Financial Mesa, Arizona	$2K	+$1.4K	4	0%	Increased
1334	Salem Investment Counselors Winston Salem, North Carolina	$1.94K	$0	2	0%	Maintained
1335	IAG Innovative Advisory Group Lexington, Massachusetts	$1.9K	$0	1	0%	Maintained
1336	HNW High Note Wealth Deephaven, Minnesota	$1.87K	-$1.94K	1	0%	Reduced
1337	DWM Darwin Wealth Management Tampa, Florida	$1.76K	-$12.7K	2	0%	Reduced
1338	WB Webster Bank Waterbury, Connecticut	$1.67K	$0	1	0%	Maintained
1339	KG Kilter Group Rhinebeck, New York	$1.62K	+$1.33K	2	0%	New
1340	PWM Parkworth Wealth Management Los Gatos, California	$1.54K	+$504	4	0%	Increased
1341	HIA HFM Investment Advisors Glassboro, New Jersey	$1.51K	+$908	3	0%	Increased
1342	ACA American Capital Advisory Ketchum, Idaho	$1.44K	+$398	4	0%	Increased
1343	WCM Westend Capital Management Sausalito, California	$1.44K	$0	1	0%	Maintained
1344	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.43K	$0	1	0%	Maintained
1345	FC Fairscale Capital Nashua, New Hampshire	$1.38K	$0	1	0%	Maintained
1346	GC Garde Capital Seattle, Washington	$1.37K	$0	1	0%	Maintained
1347	PA Pineridge Advisors St. Charles, Missouri	$1.29K	$0	1	0%	Maintained
1348	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.28K	$0	1	0%	Maintained
1349	FGA Fortis Group Advisors Westwood, New Jersey	$1.24K	$0	1	0%	Maintained
1350	PCFFS Pacific Center for Financial Services San Ramon, California	$1.2K	$0	1	0%	Maintained