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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	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$4K	+$4.46K	1	0%	New
827	MWM MBE Wealth Management Tomah, Wisconsin	$4K	+$4.83K	1	0%	New
828	TCOV Trust Company of Vermont Brattleboro, Vermont	$4K	$0	1	0%	Maintained
829	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$4K	+$1.97K	2	0%	Increased
830	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	-$2.99K	2	0%	Reduced
831	GEA Glen Eagle Advisors Kingston, New Jersey	$3.72K	-$558	1	0%	Reduced
832	CAC Certified Advisory Corp Altamonte Springs, Florida	$3K	+$1.2K	2	0%	Increased
833	Credit Agricole Montrouge Cedex, France	$3K	$0	1	0%	Maintained
834	CL CSS LLC Chicago, Illinois	$3K	+$3.07K	1	0%	New
835	EWM EPG Wealth Management Atlanta, Georgia	$3K	+$236	2	0%	Increased
836	IWP IAG Wealth Partners Waukesha, Wisconsin	$3K	$0	1	0%	Maintained
837	LWM Lenox Wealth Management Cincinnati, Ohio	$3K	$0	1	0%	Maintained
838	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$3K	+$3.72K	1	0%	New
839	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
840	OC Oakworth Capital Birmingham, Alabama	$3K	$0	1	0%	Maintained
841	PC Permanens Capital New York	$3K	+$3.25K	1	0%	New
842	Prime Capital Investment Advisors Overland Park, Kansas	$3K	+$2.95K	2	0%	New
843	RWG Regal Wealth Group Seal Beach, California	$3K	$0	1	0%	Maintained
844	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	$0	2	0%	Maintained
845	SL Savior LLC Wellesley Hills, Massachusetts	$3K	$0	1	0%	Maintained
846	SC Stralem & Co New York	$3K	+$3.63K	1	0%	New
847	SWM Sugarloaf Wealth Management Duluth, Georgia	$3K	$0	2	0%	Maintained
848	TD Ameritrade Investment Management Omaha, Nebraska	$3K	+$492	1	0%	Increased
849	Arkadios Wealth Advisors Atlanta, Georgia	$2.96K	$0	2	0%	Maintained
850	SWA Sutton Wealth Advisors Tampa, Florida	$2.38K	-$7.47K	2	0%	Reduced