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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
1001	HWA HHM Wealth Advisors Chattanooga, Tennessee	$6.74K	$0	1	0%	Maintained
1002	Exchange Traded Concepts Oklahoma City, Oklahoma	$6.73K	-$660	1	0%	Reduced
1003	CPG Cornerstone Planning Group Fairfield, New Jersey	$6.66K	+$6.8K	2	0%	New
1004	TCM Tradewinds Capital Management Bellingham, Washington	$6.55K	$0	2	0%	Maintained
1005	SIC SJS Investment Consulting Sylvania, Ohio	$6.41K	-$2.57K	4	0%	Reduced
1006	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6.37K	$0	1	0%	Maintained
1007	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.32K	$0	1	0%	Maintained
1008	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$6.18K	+$788	3	0%	Increased
1009	CA Centerpoint Advisors Needham, Massachusetts	$6K	$0	2	0%	Maintained
1010	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$6K	$0	2	0.01%	Maintained
1011	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$5.76K	+$5.13K	2	0%	New
1012	AAMA Advanced Asset Management Advisors Dublin, Ohio	$5.39K	+$4.85K	1	0%	New
1013	CWM Compass Wealth Management Guilford, Connecticut	$5.26K	+$5.22K	1	0%	New
1014	ZIG Zullo Investment Group Scranton, Pennsylvania	$5.26K	$0	1	0%	Maintained
1015	TIM Tortoise Investment Management White Plains, New York	$5.24K	$0	2	0%	Maintained
1016	SG StoneX Group New York	$5.09K	+$981	1	0%	Increased
1017	Clearstead Advisors Cleveland, Ohio	$5.05K	-$385K	2	0%	Reduced
1018	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$4.74K	$0	1	0%	Maintained
1019	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.7K	+$5.53K	1	0%	New
1020	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$4.66K	$0	2	0%	Maintained
1021	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.64K	$0	1	0%	Maintained
1022	TFM TFC Financial Management Boston, Massachusetts	$4.64K	-$9.22K	1	0%	Reduced
1023	CWA Clearview Wealth Advisors Salem, Oregon	$4.49K	-$2.95K	1	0%	Reduced
1024	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$4.4K	+$4.13K	2	0%	New
1025	FP Financial Perspectives Minneapolis, Minnesota	$4.32K	$0	2	0%	Maintained