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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
826	MSA Marino Stram & Associates Braintree, Massachusetts	$13K	+$10.1K	1	0.01%	Increased
827	Regions Financial Corp Birmingham, Alabama	$13K	+$5.56K	4	0%	Increased
828	SIS Sound Income Strategies Ft Lauderdale, Florida	$13K	$0	1	0.01%	Maintained
829	WCM WealthBridge Capital Management Westerville, Ohio	$13K	+$1.53K	3	0.01%	Increased
830	KFS Kelly Financial Services Braintree, Massachusetts	$12K	+$12.6K	2	0.01%	New
831	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$12K	+$6.12K	2	0%	Increased
832	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$12K	+$10.9K	1	0%	New
833	Peconic Partners New York	$12K	$0	1	0%	Maintained
834	TCI Wealth Advisors Tucson, Arizona	$12K	+$367	5	0.01%	Increased
835	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
836	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11K	+$12.2K	1	0%	New
837	IDBONY Israel Discount Bank of New York New York	$11K	+$1.94K	2	0.01%	Increased
838	LPWM Lake Point Wealth Management Rockwall, Texas	$11K	+$12.2K	2	0%	New
839	BFC Bedel Financial Consulting Indianapolis, Indiana	$10K	$0	1	0.01%	Maintained
840	BCA Berman Capital Advisors Atlanta, Georgia	$9K	+$4.54K	3	0%	Increased
841	IF Ironwood Financial Tucson, Arizona	$9K	$0	1	0%	Maintained
842	VNA Valley National Advisers Bethlehem, Pennsylvania	$9K	$0	2	0%	Maintained
843	GTAM Global Trust Asset Management West Palm Beach, Florida	$8K	$0	2	0.01%	Maintained
844	HR Howe & Rusling Rochester, New York	$8K	$0	3	0%	Maintained
845	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$8K	$0	2	0%	Maintained
846	Citizens Financial Group Providence, Rhode Island	$7K	$0	2	0%	Maintained
847	Credit Agricole Montrouge Cedex, France	$7K	$0	1	0%	Maintained
848	WTB Washington Trust Bank Spokane, Washington	$7K	$0	1	0%	Maintained
849	Allworth Financial Folsom, California	$6K	+$3.65K	2	0%	Increased
850	RFA Reilly Financial Advisors La Mesa, California	$6K	+$3.06K	1	0%	Increased