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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$54K	-$11K	2	0.01%	Reduced
827	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$54K	$0	2	0.02%	Maintained
828	RWG Regal Wealth Group Seal Beach, California	$53K	+$55.3K	2	0.04%	Increased
829	IWA Intercontinental Wealth Advisors San Antonio, Texas	$52K	+$59.3K	1	0.02%	New
830	BL Bleichroeder LP New York	$50K	$0	1	0.01%	Maintained
831	Stock Yards Bank & Trust Louisville, Kentucky	$50K	$0	1	0%	Maintained
832	Ethic Inc New York	$49K	+$4.85K	1	0.02%	Increased
833	Bessemer Group Woodbridge, New Jersey	$48K	$0	2	0%	Maintained
834	CFGS Concourse Financial Group Securities Birmingham, Alabama	$48K	+$46.8K	2	0%	Increased
835	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$47K	+$2.07K	4	0.04%	Increased
836	NCM Northside Capital Management Hood River, Oregon	$47K	$0	1	0.02%	Maintained
837	PFM Patton Fund Management Dallas, Texas	$47K	$0	1	0.03%	Maintained
838	RM Resource Management Metairie, Louisiana	$47K	$0	1	0.01%	Maintained
839	VWM Vigilare Wealth Management Scottsdale, Arizona	$47K	$0	1	0.05%	Maintained
840	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$45K	-$819K	1	0%	Reduced
841	PAM Peak Asset Management Louisville, Colorado	$45K	$0	1	0.01%	Maintained
842	PWA Physician Wealth Advisors Midvale, Utah	$45K	+$61.7K	1	0.02%	New
843	PB Pinnacle Bancorp Beatrice, Nebraska	$45K	+$51.9K	1	0.03%	New
844	Cetera Investment Advisers Schaumburg, Illinois	$44K	-$1.29K	1	0%	Reduced
845	LWM Laidlaw Wealth Management New York City, New York	$42K	+$48.8K	1	0.02%	New
846	M&T Bank Buffalo, New York	$42K	-$258K	1	0%	Reduced
847	Altshuler Shaham Tel Aviv, Israel	$41K	+$24.7K	1	0%	Increased
848	CFFP Center for Financial Planning Southfied, Michigan	$41K	$0	1	0.01%	Maintained
849	KIG Kessler Investment Group Columbus, Indiana	$41K	$0	1	0.05%	Maintained
850	Larson Financial Group St Louis, Missouri	$41K	$0	2	0.02%	Maintained