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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
926	MassMutual Private Wealth & Trust Windsor, Connecticut	$27K	-$1.72K	5	0%	Reduced
927	TF Tompkins Financial Ithaca, New York	$27K	+$30.7K	2	0%	Increased
928	MWM Mascoma Wealth Management Hanover, New Hampshire	$26.6K	$0	1	0.01%	Maintained
929	BWM BerganKDV Wealth Management Bloomington, Minnesota	$26.5K	+$921	3	0%	Increased
930	BIA Bell Investment Advisors Oakland, California	$26.5K	+$17.3K	7	0.01%	Increased
931	CFO CVA Family Office Denver, Colorado	$26.2K	+$21.2K	3	0.01%	Increased
932	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$26K	+$27.5K	2	0.03%	New
933	ICM Islay Capital Management Lubbock, Texas	$25.6K	-$22.2K	1	0.03%	Reduced
934	CFG CKW Financial Group Honolulu, Hawaii	$25K	$0	1	0%	Maintained
935	SC Sierra Capital Miami, Florida	$24K	-$5.99K	2	0%	Reduced
936	GWS Glassman Wealth Services Vienna, Virginia	$23.9K	-$20.7K	5	0%	Reduced
937	AWM AllSquare Wealth Management Albany, New York	$23.5K	$0	1	0.02%	Maintained
938	LJHT Laurie J. Hall Trustee	$23K	-$7.75K	3	0.01%	Reduced
939	QL Quarry LP New York	$21.8K	+$22.7K	3	0%	New
940	WhitTier Trust Company Reno, Nevada	$21.6K	+$2.63K	3	0%	Increased
941	FCMT Founders Capital Management (Texas) Houston, Texas	$21K	+$20.9K	1	0.02%	New
942	SWM Sugarloaf Wealth Management Duluth, Georgia	$20.8K	$0	2	0.01%	Maintained
943	TCI Wealth Advisors Tucson, Arizona	$19.6K	+$5.13K	6	0%	Increased
944	ZB Zions Bancorporation Salt Lake City, Utah	$19.3K	+$7.03K	2	0%	Increased
945	OWA One Wealth Advisors San Francisco, California	$18.9K	+$18.7K	1	0%	New
946	Venture Visionary Partners Sylvania, Ohio	$18.7K	$0	1	0%	Maintained
947	TWM Tradition Wealth Management Edina, Minnesota	$18K	-$3.46K	2	0%	Reduced
948	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$17.4K	$0	3	0.01%	Maintained
949	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$17.3K	-$12.1K	5	0%	Reduced
950	SCA Stonebridge Capital Advisors St Paul, Minnesota	$17.3K	-$157	2	0%	Reduced