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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	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$5K	+$4.84K	2	0%	New
1002	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4.86K	$0	3	0%	Maintained
1003	HWA HHM Wealth Advisors Chattanooga, Tennessee	$4.83K	-$10K	1	0%	Reduced
1004	FP Financial Perspectives Minneapolis, Minnesota	$4.53K	$0	2	0%	Maintained
1005	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4.42K	-$1.01K	1	0%	Reduced
1006	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$4.25K	$0	1	0%	Maintained
1007	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.19K	$0	1	0%	Maintained
1008	IGWM ICA Group Wealth Management Denver, Colorado	$4.16K	$0	1	0%	Maintained
1009	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.16K	$0	1	0%	Maintained
1010	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4.09K	$0	2	0%	Maintained
1011	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$4.08K	+$4.34K	3	0%	New
1012	BG Bollard Group Boston, Massachusetts	$4K	+$3.94K	1	0%	New
1013	CA Centerpoint Advisors Needham, Massachusetts	$4K	$0	1	0%	Maintained
1014	LJHT Laurie J. Hall Trustee	$4K	$0	1	0%	Maintained
1015	SIC SJS Investment Consulting Sylvania, Ohio	$3.89K	-$2.93K	4	0%	Reduced
1016	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.87K	$0	2	0%	Maintained
1017	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.82K	+$3.89K	1	0%	New
1018	AAG Armstrong Advisory Group Needham, Massachusetts	$3.64K	$0	1	0%	Maintained
1019	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3.48K	+$2.91K	1	0%	New
1020	GBT Grove Bank & Trust Miami, Florida	$3.4K	$0	2	0%	Maintained
1021	DI Disciplined Investments Tulsa, Oklahoma	$3.34K	-$76	4	0%	Reduced
1022	RWM Raffa Wealth Management Washington, District of Columbia	$3.24K	+$732	1	0%	Increased
1023	CAS Coppell Advisory Solutions Coppell, Texas	$3.17K	+$3.49K	2	0%	New
1024	NC NewSquare Capital Newtown Square, Pennsylvania	$3.09K	-$5.29K	2	0%	Reduced
1025	2L 25 LLC St. Louis, Missouri	$3.02K	+$1.12K	4	0%	Increased