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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	C Certuity North Palm Beach, Florida	$19.7K	$0	1	0%	Maintained
952	BIA Bell Investment Advisors Oakland, California	$19.3K	-$9.24K	6	0%	Reduced
953	TWM Tradition Wealth Management Edina, Minnesota	$19K	-$24	2	0%	Reduced
954	PB Pinnacle Bancorp Beatrice, Nebraska	$18.8K	$0	2	0.01%	Maintained
955	SCA Stonebridge Capital Advisors St Paul, Minnesota	$18.6K	$0	2	0%	Maintained
956	RG Richelieu Gestion Paris, France	$18K	$0	1	0.02%	Maintained
957	HWA HHM Wealth Advisors Chattanooga, Tennessee	$17.8K	+$9.53K	2	0%	Increased
958	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$16.2K	-$191	5	0%	Reduced
959	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$16K	+$33	2	0.01%	Increased
960	LWA Lowe Wealth Advisors Columbia, Maryland	$15.6K	+$1.22K	2	0.01%	Increased
961	DCM Dupont Capital Management Wilmington, Delaware	$15.4K	-$1.03M	1	0%	Reduced
962	SIS Sound Income Strategies Ft Lauderdale, Florida	$15.4K	-$1.67K	1	0%	Reduced
963	Sageworth Trust Lancaster, Pennsylvania	$14.7K	+$10.6K	2	0%	Increased
964	Salem Investment Counselors Winston Salem, North Carolina	$14.6K	-$279	3	0%	Reduced
965	GCM Gables Capital Management Miami, Florida	$14.3K	$0	2	0.01%	Maintained
966	KC Kenfarb & Co Ashland, Kentucky	$14.3K	$0	2	0.01%	Maintained
967	MCF Advisors Covington, Kentucky	$14.2K	-$16.9K	2	0%	Reduced
968	TCM TD Capital Management Memphis, Tennessee	$14.2K	+$12.6K	2	0%	Increased
969	BAM Byrne Asset Management Kingston, New Jersey	$14K	+$13.5K	1	0.01%	New
970	PVH Psagot Value Holdings Tel Aviv, Israel	$14K	-$88.8K	2	0.01%	Reduced
971	JWM Janiczek Wealth Management Denver, Colorado	$13.8K	+$990	2	0%	Increased
972	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$13.6K	-$4.59K	2	0.01%	Reduced
973	BCM Blume Capital Management Berkeley, California	$13.5K	-$190	1	0%	Reduced
974	KFI Key Financial Inc West Chester, Pennsylvania	$13.5K	$0	3	0%	Maintained
975	SC Schubert & Co Mckinney, Texas	$13.3K	+$3.47K	5	0.01%	Increased