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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	Citizens Financial Group Providence, Rhode Island	$8K	-$1.07K	3	0%	Reduced
827	IF Ironwood Financial Tucson, Arizona	$8K	$0	1	0%	Maintained
828	SCA Stonebridge Capital Advisors St Paul, Minnesota	$8K	$0	3	0%	Maintained
829	TFO Tarbox Family Office Newport Beach, California	$8K	-$94	2	0%	Reduced
830	VNA Valley National Advisers Bethlehem, Pennsylvania	$8K	$0	2	0%	Maintained
831	EW Evoke Wealth Los Angeles, California	$7.51K	+$7.88K	2	0%	New
832	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$7K	$0	1	0%	Maintained
833	GTAM Global Trust Asset Management West Palm Beach, Florida	$7K	$0	2	0%	Maintained
834	HR Howe & Rusling Rochester, New York	$7K	+$2.44K	3	0%	Increased
835	HH HWG Holdings Houston, Texas	$7K	-$317K	1	0.01%	Reduced
836	WCG Weaver Consulting Group Huntington Beach, California	$7K	+$826	2	0%	Increased
837	GEA Glen Eagle Advisors Kingston, New Jersey	$6.83K	+$1.81K	1	0%	Increased
838	BWA BDO Wealth Advisors Jacksonville, Florida	$6K	+$10	2	0%	Increased
839	Credit Agricole Montrouge Cedex, France	$6K	+$56	2	0%	Increased
840	FFC First Financial Corp Terre Haute, Indiana	$6K	+$5.79K	1	0%	New
841	JAM JCIC Asset Management Toronto, Ontario, Canada	$6K	+$5.67K	1	0%	New
842	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$6K	$0	1	0%	Maintained
843	Arax Advisory Partners Denver, Colorado	$5K	$0	1	0%	Maintained
844	CFGS Concourse Financial Group Securities Birmingham, Alabama	$5K	-$9.93K	3	0%	Reduced
845	Farmers & Merchants Investments Inc Lincoln, Nebraska	$5K	$0	1	0%	Maintained
846	ONST Old North State Trust Greensboro, North Carolina	$5K	+$103	1	0%	Increased
847	TFA Toth Financial Advisory Leesburg, Virginia	$5K	-$1.8K	3	0%	Reduced
848	BAM Baldrige Asset Management Allentown, Pennsylvania	$4K	$0	1	0%	Maintained
849	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4K	-$49.1K	2	0%	Reduced
850	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$84	1	0.01%	Increased