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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	PGAM Princeton Global Asset Management Princeton, New Jersey	$4K	+$3.31K	2	0%	New
852	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4K	-$4.5K	1	0%	Reduced
853	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.88K	+$528	2	0%	Increased
854	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	+$2.89K	1	0%	New
855	FWM Focused Wealth Management Newburgh, New York	$3K	-$49.1K	3	0%	Reduced
856	HAM Highstreet Asset Management London, Ontario, Canada	$3K	$0	1	0%	Maintained
857	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$3K	+$2.69K	2	0%	Increased
858	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
859	Pathstone Family Office Englewood, New Jersey	$3K	$0	2	0%	Maintained
860	RFA Reilly Financial Advisors La Mesa, California	$3K	-$3.32K	1	0%	Reduced
861	SFSIG San Francisco Sentry Investment Group San Francisco, California	$3K	+$1.3K	2	0%	Increased
862	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$3K	-$3.27K	2	0%	Reduced
863	TD Ameritrade Investment Management Omaha, Nebraska	$3K	-$11.5K	1	0%	Reduced
864	TFS TrustCore Financial Services Brentwood, Tennessee	$3K	+$2.58K	1	0%	Increased
865	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	2	0%	Maintained
866	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2K	$0	1	0%	Maintained
867	OC Oakworth Capital Birmingham, Alabama	$2K	$0	2	0%	Maintained
868	WC Weil Company San Diego, California	$2K	+$1.75K	1	0%	New
869	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.88K	+$2.01K	1	0%	New
870	WestEnd Advisors Charlotte, North Carolina	$1.63K	+$1.67K	1	0%	New
871	CIA Cascade Investment Advisors Oregon City, Oregon	$1.01K	+$1.03K	1	0%	New
872	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
873	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
874	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$1K	$0	1	0%	Maintained
875	FEM Fulcrum Equity Management Plano, Texas	$1K	+$790	1	0%	New