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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
751	TD Ameritrade Investment Management Omaha, Nebraska	$6K	+$3.5K	1	0%	Increased
752	CHP Cable Hill Partners Portland, Oregon	$5K	-$667	1	0%	Reduced
753	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	+$4.26K	2	0%	Increased
754	MCF Advisors Covington, Kentucky	$5K	+$4.06K	1	0%	Increased
755	PSC Prentiss Smith & Co Brattleboro, Vermont	$5K	+$4.79K	1	0%	New
756	SIM Sonora Investment Management Tucson, Arizona	$5K	$0	2	0%	Maintained
757	CWA Clarus Wealth Advisors Peoria, Arizona	$4K	-$120	1	0%	Reduced
758	HMS Hanseatic Management Services Albuquerque, New Mexico	$4K	-$1K	1	0%	Reduced
759	HAM Highstreet Asset Management London, Ontario, Canada	$4K	+$3.53K	1	0%	New
760	KL KWMG LLC Overland Park, Kansas	$4K	$0	1	0%	Maintained
761	PWAG Polaris Wealth Advisory Group San Rafael, California	$4K	+$4.25K	1	0%	New
762	BWA BDO Wealth Advisors Jacksonville, Florida	$3K	$0	1	0%	Maintained
763	ClearBridge Investments New York	$3K	$0	1	0%	Maintained
764	MCA Mercer Capital Advisers Little Silver, New Jersey	$3K	$0	1	0%	Maintained
765	NWM Northwest Wealth Management Spencer, Iowa	$3K	$0	1	0%	Maintained
766	PG Patten Group Chattanooga, Tennessee	$3K	-$9.22K	1	0%	Reduced
767	RFA Reilly Financial Advisors La Mesa, California	$3K	$0	1	0%	Maintained
768	SFM Signet Financial Management Parsippany, New Jersey	$3K	-$1K	1	0%	Reduced
769	SCM Southport Capital Management Chattanooga, Tennessee	$3K	+$3.05K	1	0%	New
770	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$2K	$0	1	0%	Maintained
771	Allworth Financial Folsom, California	$2K	$0	2	0%	Maintained
772	FC Ferris Capital Marlborough, Massachusetts	$2K	$0	1	0%	Maintained
773	FRA Front Row Advisors Tiburon, California	$2K	-$1.36K	1	0%	Reduced
774	HT Heritage Trust Oklahoma City, Oklahoma	$2K	+$2.22K	1	0%	New
775	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$2K	+$2.11K	1	0%	New