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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	JWM Janiczek Wealth Management Denver, Colorado	$16K	+$4.03K	2	0%	Increased
927	BIA Bell Investment Advisors Oakland, California	$15.9K	+$3.08K	5	0%	Increased
928	SCA Stonebridge Capital Advisors St Paul, Minnesota	$15.5K	$0	2	0%	Maintained
929	LFA LGT Financial Advisors Dallas, Texas	$15K	+$16.3K	2	0.02%	New
930	KFI Key Financial Inc West Chester, Pennsylvania	$14.4K	$0	3	0%	Maintained
931	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$14K	+$13.3K	2	0.01%	Increased
932	LF Lee Financial Dallas, Texas	$13.7K	$0	2	0%	Maintained
933	LAS LWM Advisory Services Plantation, Florida	$13.4K	+$12.5K	1	0.01%	New
934	Arax Advisory Partners Denver, Colorado	$13.3K	+$6.56K	3	0%	Increased
935	OIA Optimum Investment Advisors Chicago, Illinois	$13.1K	-$42.5K	1	0.01%	Reduced
936	SFG Steward Financial Group Colleyville, Texas	$13K	+$15.7K	5	0%	New
937	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$13K	+$185	2	0%	Increased
938	KC Kenfarb & Co Ashland, Kentucky	$12.7K	$0	2	0.01%	Maintained
939	MHR Matthew Hamilton Rosenberg	$12.5K	$0	1	0%	Maintained
940	PB Pinnacle Bancorp Beatrice, Nebraska	$12.4K	-$2.61K	1	0%	Reduced
941	SWA SOA Wealth Advisors New York	$12K	+$14.9K	3	0%	Increased
942	Salem Investment Counselors Winston Salem, North Carolina	$11.9K	-$8.23K	3	0%	Reduced
943	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$11.8K	$0	1	0.01%	Maintained
944	SIS Sound Income Strategies Ft Lauderdale, Florida	$11.7K	$0	1	0%	Maintained
945	LWA Lowe Wealth Advisors Columbia, Maryland	$11K	$0	1	0.01%	Maintained
946	TFA Toth Financial Advisory Leesburg, Virginia	$10.7K	-$29.3K	2	0%	Reduced
947	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$10.5K	-$16	2	0.01%	Reduced
948	CIA Cape Investment Advisory Mcdonough, Georgia	$10.4K	$0	2	0.01%	Maintained
949	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$9.94K	$0	2	0%	Maintained
950	PP PFS Partners Mine Hill, New Jersey	$9.88K	$0	2	0.01%	Maintained