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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
801	CFGS Concourse Financial Group Securities Birmingham, Alabama	$15K	+$8.51K	3	0%	Increased
802	Covington Capital Management Los Angeles, California	$15K	+$14.6K	1	0%	New
803	TD Ameritrade Investment Management Omaha, Nebraska	$15K	+$9.46K	2	0%	Increased
804	AIL AGF Investments LLC Toronto, Ontario, Canada	$14K	-$6.31K	1	0%	Reduced
805	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$13K	+$2.35K	3	0%	Increased
806	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$13K	+$10.2K	2	0.01%	Increased
807	ECM Estabrook Capital Management New York	$12.5K	$0	1	0%	Maintained
808	MF Manchester Financial Westlake Village, California	$12K	+$11.7K	2	0.01%	New
809	SIS Sound Income Strategies Ft Lauderdale, Florida	$12K	$0	1	0%	Maintained
810	LPWM Lake Point Wealth Management Rockwall, Texas	$11K	$0	2	0%	Maintained
811	TPWA TRUE Private Wealth Advisors Salem, Oregon	$11K	+$11.8K	2	0%	New
812	TCOV Trust Company of Vermont Brattleboro, Vermont	$11K	$0	2	0%	Maintained
813	ZB Zions Bancorporation Salt Lake City, Utah	$11K	-$13.7K	1	0%	Reduced
814	KFS Kelly Financial Services Braintree, Massachusetts	$10.8K	+$5	2	0.01%	Increased
815	Allworth Financial Folsom, California	$10K	+$4.67K	2	0%	Increased
816	BCA Berman Capital Advisors Atlanta, Georgia	$10K	+$6.14K	6	0%	Increased
817	EWM Edge Wealth Management New York	$10K	$0	1	0%	Maintained
818	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$10K	-$16K	1	0%	Reduced
819	Peconic Partners New York	$10K	$0	1	0%	Maintained
820	NCM Next Capital Management New York	$9K	+$8.5K	1	0.01%	New
821	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$9K	+$9.42K	2	0%	New
822	IF Ironwood Financial Tucson, Arizona	$8K	$0	1	0%	Maintained
823	TFO Tarbox Family Office Newport Beach, California	$8K	+$8.64K	3	0%	New
824	TCI Wealth Advisors Tucson, Arizona	$8K	-$3.14K	5	0%	Reduced
825	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$8K	-$36.8K	2	0%	Reduced