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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	MCC Money Concepts Capital Palm Beach Gardens, Florida	$18K	+$12.7K	4	0%	Increased
952	SWM Sugarloaf Wealth Management Duluth, Georgia	$18K	$0	2	0%	Maintained
953	WhitTier Trust Company Reno, Nevada	$18K	$0	2	0%	Maintained
954	BCM Blume Capital Management Berkeley, California	$17K	$0	1	0.01%	Maintained
955	CWM Castle Wealth Management West Palm Beach, Florida	$17K	$0	3	0.01%	Maintained
956	PB Pinnacle Bancorp Beatrice, Nebraska	$17K	$0	2	0.01%	Maintained
957	SCA Stonebridge Capital Advisors St Paul, Minnesota	$17K	+$9.12K	3	0%	Increased
958	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$15K	$0	1	0.01%	Maintained
959	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$15K	$0	2	0%	Maintained
960	Covington Capital Management Los Angeles, California	$15K	+$1.14K	3	0%	Increased
961	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15K	+$17.8K	1	0%	New
962	SIS Sound Income Strategies Ft Lauderdale, Florida	$15K	+$10.9K	1	0%	Increased
963	TCI Wealth Advisors Tucson, Arizona	$15K	+$9.04K	7	0%	Increased
964	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$14K	+$16.6K	1	0.01%	New
965	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$14K	+$29	2	0.01%	Increased
966	SWA Sutton Wealth Advisors Tampa, Florida	$13.5K	+$644	4	0.01%	Increased
967	Farmers & Merchants Investments Inc Lincoln, Nebraska	$13K	-$25	6	0%	Reduced
968	HWM HighMark Wealth Management St. Paul, Minnesota	$13K	$0	3	0.01%	Maintained
969	LWA Lowe Wealth Advisors Columbia, Maryland	$13K	+$12.3K	1	0.01%	Increased
970	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$13K	$0	1	0%	Maintained
971	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$13K	+$11.7K	5	0%	Increased
972	SC Schubert & Co Mckinney, Texas	$13K	+$3K	5	0.01%	Increased
973	TFM TFC Financial Management Boston, Massachusetts	$13K	+$14.5K	1	0%	Increased
974	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$13K	$0	3	0.01%	Maintained
975	Exchange Traded Concepts Oklahoma City, Oklahoma	$12K	+$15.5K	1	0%	New