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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
876	ICM Islay Capital Management Lubbock, Texas	$23K	-$12K	1	0.02%	Reduced
877	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$22K	+$10.5K	3	0.01%	Increased
878	TCM Tradewinds Capital Management Bellingham, Washington	$22K	-$5K	3	0.01%	Reduced
879	KFS Kelly Financial Services Braintree, Massachusetts	$21.5K	$0	2	0.02%	Maintained
880	FHC First Horizon Corporation Memphis, Tennessee	$21K	+$29K	2	0%	New
881	FWM Focused Wealth Management Newburgh, New York	$21K	-$1.8K	3	0%	Reduced
882	VCM Versant Capital Management Phoenix, Arizona	$21K	$0	4	0.01%	Maintained
883	Huntington National Bank Columbus, Ohio	$20K	-$2.24K	3	0%	Reduced
884	Clearstead Advisors Cleveland, Ohio	$19K	+$20.7K	1	0%	New
885	NNP Nachman Norwood & Parrott Greenville, South Carolina	$18K	+$20.8K	3	0%	New
886	Covington Capital Management Los Angeles, California	$16K	$0	1	0%	Maintained
887	Fred Alger Management New York	$16K	+$18K	1	0%	New
888	MassMutual Private Wealth & Trust Windsor, Connecticut	$16K	$0	2	0%	Maintained
889	PP PrairieView Partners St. Paul, Minnesota	$16K	$0	1	0%	Maintained
890	Allworth Financial Folsom, California	$15K	+$1.85K	3	0%	Increased
891	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$15K	$0	2	0.01%	Maintained
892	WCG Weaver Consulting Group Huntington Beach, California	$15K	$0	2	0.01%	Maintained
893	SWA Sutton Wealth Advisors Tampa, Florida	$14.2K	$0	4	0.01%	Maintained
894	RA Rational Advisors Huntington, New York	$14K	+$3.67K	2	0.01%	Increased
895	TCI Wealth Advisors Tucson, Arizona	$14K	+$3.5K	4	0.01%	Increased
896	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13K	$0	2	0%	Maintained
897	HM Payson & Co Portland, Maine	$13K	+$12.8K	1	0%	Increased
898	BG Bollard Group Boston, Massachusetts	$12K	$0	1	0%	Maintained
899	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$12K	+$11.2K	4	0.01%	Increased
900	RAM Riggs Asset Management Dallas, Pennsylvania	$12K	$0	1	0.01%	Maintained