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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
851	SBL Sargent Bickham Lagudis Boulder, Colorado	$6K	$0	1	0%	Maintained
852	SMFS Squar Milner Financial Services Irvine, California	$6K	+$2.96K	1	0%	Increased
853	TFA Toth Financial Advisory Leesburg, Virginia	$6K	-$48.7K	1	0%	Reduced
854	WPW Winthrop Partners - WNY Buffalo, New York	$5.77K	-$6.12K	1	0%	Reduced
855	CHP Cable Hill Partners Portland, Oregon	$5K	+$384	1	0%	Increased
856	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	$0	1	0.01%	Maintained
857	KL KWMG LLC Overland Park, Kansas	$5K	+$55	1	0%	Increased
858	ONST Old North State Trust Greensboro, North Carolina	$5K	-$40.1K	1	0%	Reduced
859	TD Ameritrade Investment Management Omaha, Nebraska	$5K	-$2.17K	1	0%	Reduced
860	WCG Weaver Consulting Group Huntington Beach, California	$5K	+$6.39K	2	0%	New
861	CFA Camarda Financial Advisors Fleming Island, Florida	$4K	+$3.91K	1	0.01%	New
862	CFGS Concourse Financial Group Securities Birmingham, Alabama	$4K	+$5.05K	3	0%	Increased
863	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$4K	+$3.56K	2	0%	New
864	HS Horan Securities Cincinnati, United States	$4K	$0	1	0%	Maintained
865	IWP Icon Wealth Partners Houston, Texas	$4K	+$3.46K	2	0%	New
866	MCA Mercer Capital Advisers Little Silver, New Jersey	$4K	$0	1	0%	Maintained
867	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$4K	+$3.11K	2	0%	New
868	CWA Clarus Wealth Advisors Peoria, Arizona	$3K	+$2.49K	1	0%	New
869	HAM Highstreet Asset Management London, Ontario, Canada	$3K	-$893	1	0%	Reduced
870	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$3.15K	1	0.01%	New
871	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
872	NWM Northwest Wealth Management Spencer, Iowa	$3K	$0	1	0%	Maintained
873	OFW Omnia Family Wealth Aventura, Florida	$3K	-$17.6K	1	0%	Reduced
874	PW Price Wealth Austin, Texas	$3K	+$3.15K	1	0%	New
875	FC Ferris Capital Marlborough, Massachusetts	$2K	$0	1	0%	Maintained