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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
976	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
977	NL NVWM LLC Yardley, Pennsylvania	$12K	$0	2	0%	Maintained
978	SWA SOA Wealth Advisors New York	$12K	+$17.4K	3	0%	Increased
979	VNA Valley National Advisers Bethlehem, Pennsylvania	$12K	+$1.34K	1	0%	Increased
980	WOC West Oak Capital Westlake Village, California	$12K	$0	1	0.01%	Maintained
981	Bartlett & Co Cincinnati, Ohio	$11K	+$4.88K	2	0%	Increased
982	KC Kenfarb & Co Ashland, Kentucky	$11K	+$14.4K	2	0.01%	New
983	KFI Key Financial Inc West Chester, Pennsylvania	$11K	$0	3	0.01%	Maintained
984	Washington Trust Westerly, Rhode Island	$11K	+$166	2	0%	Increased
985	ZB Zions Bancorporation Salt Lake City, Utah	$11K	-$2.56K	1	0%	Reduced
986	PP PFS Partners Mine Hill, New Jersey	$10.6K	+$335	2	0.01%	Increased
987	AAM Azzad Asset Management Falls Church, Virginia	$10.5K	$0	1	0%	Maintained
988	Bartlett & Co Wealth Management Cincinnati, Ohio	$10K	+$4.88K	2	0%	Increased
989	AWM Accel Wealth Management Waverly, Iowa	$10K	+$4.94K	2	0.01%	Increased
990	AA AlphaMark Advisors Ft. Wright, Kentucky	$10K	+$9.06K	3	0.01%	Increased
991	JWM Janiczek Wealth Management Denver, Colorado	$10K	+$7.06K	3	0%	Increased
992	PWMG Prestige Wealth Management Group Flemington, New Jersey	$10K	+$1.29K	3	0%	Increased
993	RAM Riggs Asset Management Dallas, Pennsylvania	$10K	+$3.3K	1	0%	Increased
994	CWA Clearview Wealth Advisors Salem, Oregon	$9K	-$5.55K	1	0.01%	Reduced
995	SIC SJS Investment Consulting Sylvania, Ohio	$9K	+$11.5K	6	0%	New
996	TC Truvestments Capital Sarasota, Florida	$9K	-$209K	1	0.01%	Reduced
997	Arax Advisory Partners Denver, Colorado	$8K	-$580	2	0%	Reduced
998	BIA Bell Investment Advisors Oakland, California	$8K	-$705	5	0%	Reduced
999	CB Community Bank Dewitt, New York	$8K	+$1.36K	2	0%	Increased
1000	CA Centerpoint Advisors Needham, Massachusetts	$7K	$0	2	0%	Maintained