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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	SWA Sutton Wealth Advisors Tampa, Florida	$17.2K	+$4.51K	4	0.01%	Increased
952	PB Pinnacle Bancorp Beatrice, Nebraska	$17K	$0	2	0.01%	Maintained
953	RG Richelieu Gestion Paris, France	$17K	$0	1	0.02%	Maintained
954	FWM Focused Wealth Management Newburgh, New York	$16.9K	-$53K	4	0%	Reduced
955	SIS Sound Income Strategies Ft Lauderdale, Florida	$16.2K	-$97	1	0%	Reduced
956	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$16.1K	+$2.14K	5	0%	Increased
957	VCM Versant Capital Management Phoenix, Arizona	$15.1K	-$2.46K	4	0.01%	Reduced
958	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$15K	+$32	2	0.01%	Increased
959	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$14.4K	-$17.5K	3	0%	Reduced
960	Salem Investment Counselors Winston Salem, North Carolina	$14.2K	-$8.46K	3	0%	Reduced
961	Farmers & Merchants Investments Inc Lincoln, Nebraska	$14.1K	-$240	6	0%	Reduced
962	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$14K	$0	1	0%	Maintained
963	C Certuity North Palm Beach, Florida	$13.8K	$0	1	0%	Maintained
964	GCM Gables Capital Management Miami, Florida	$13.7K	+$9.04K	2	0.01%	Increased
965	KC Kenfarb & Co Ashland, Kentucky	$13.7K	$0	2	0.01%	Maintained
966	LWA Lowe Wealth Advisors Columbia, Maryland	$13.7K	$0	1	0.01%	Maintained
967	BCM Blume Capital Management Berkeley, California	$13.2K	+$189	2	0%	Increased
968	SWA SOA Wealth Advisors New York	$13K	$0	3	0%	Maintained
969	JWM Janiczek Wealth Management Denver, Colorado	$12.8K	$0	2	0%	Maintained
970	PFA Pathway Financial Advisers Auburn, Indiana	$12.8K	+$12.7K	1	0.01%	New
971	VNA Valley National Advisers Bethlehem, Pennsylvania	$12K	-$9	1	0%	Reduced
972	HWM HighMark Wealth Management St. Paul, Minnesota	$12K	$0	3	0.01%	Maintained
973	Baker Avenue Asset Management San Francisco, California	$12K	+$11.8K	2	0%	New
974	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$11.8K	$0	1	0.01%	Maintained
975	Bartlett & Co Cincinnati, Ohio	$11K	$0	2	0%	Maintained