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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
951	EWP Engrave Wealth Partners The Woodlands, Texas	$5K	+$3.05K	1	0%	Increased
952	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$5K	-$3.19K	3	0%	Reduced
953	FCM Firestone Capital Management Coral Gables, Florida	$5K	$0	1	0%	Maintained
954	HR Howe & Rusling Rochester, New York	$5K	-$933	2	0%	Reduced
955	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$5K	$0	1	0%	Maintained
956	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$5K	$0	1	0%	Maintained
957	PC Permanens Capital New York	$5K	$0	1	0%	Maintained
958	SWM Sugarloaf Wealth Management Duluth, Georgia	$5K	$0	2	0%	Maintained
959	VNA Valley National Advisers Bethlehem, Pennsylvania	$5K	-$152	2	0%	Reduced
960	Arkadios Wealth Advisors Atlanta, Georgia	$4.34K	-$110	1	0%	Reduced
961	HS Horan Securities Cincinnati, United States	$4K	+$3.78K	1	0%	New
962	IWP IAG Wealth Partners Waukesha, Wisconsin	$4K	$0	1	0%	Maintained
963	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4K	$0	1	0%	Maintained
964	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
965	RWG Regal Wealth Group Seal Beach, California	$4K	$0	1	0%	Maintained
966	SL Savior LLC Wellesley Hills, Massachusetts	$4K	$0	1	0.01%	Maintained
967	SC Stralem & Co New York	$4K	$0	1	0%	Maintained
968	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$199	1	0%	Reduced
969	AGF Investments Inc Toronto, Ontario, Canada	$3K	+$50	1	0%	Increased
970	AF Arrow Financial Glens Falls, New York	$3K	+$2.74K	1	0%	New
971	GWS Glassman Wealth Services Vienna, Virginia	$3K	+$2.35K	3	0%	Increased
972	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	$0	2	0%	Maintained
973	RG Retirement Group San Diego, California	$3K	+$2.54K	1	0%	New
974	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$3K	+$2.46K	2	0%	New
975	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	-$1.91K	2	0%	Reduced