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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	WWM Wolff Wiese Magana Carslbad, California	$26.6K	-$10.1K	2	0.02%	Reduced
1002	Mather Group Chicago, Illinois	$25.3K	+$7.36K	5	0%	Increased
1003	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$24.2K	+$1.39K	5	0%	Increased
1004	CAL Capital Advisors Ltd Shaker Heights, Ohio	$24K	+$14.1K	3	0%	Increased
1005	OCM Orion Capital Management Coronado, California	$23.9K	$0	1	0.01%	Maintained
1006	TFA Toth Financial Advisory Leesburg, Virginia	$23.7K	+$3.08K	3	0%	Increased
1007	EBA Eagle Bay Advisors New York	$21.6K	-$13.6K	3	0.01%	Reduced
1008	PP PFS Partners Mine Hill, New Jersey	$21.6K	$0	2	0.01%	Maintained
1009	NRG Nemes Rush Group Novi, Michigan	$21.2K	$0	1	0%	Maintained
1010	M MOTCO San Antonio, Texas	$20.9K	+$18.5K	3	0%	New
1011	RWMG Redwood Wealth Management Group Medford, New Jersey	$19.5K	+$20.7K	4	0.01%	New
1012	RFG RFP Financial Group Atlanta, Georgia	$18.9K	$0	1	0.01%	Maintained
1013	KFI Key Financial Inc West Chester, Pennsylvania	$18.8K	$0	3	0%	Maintained
1014	PWMG Private Wealth Management Group Princeton, New Jersey	$18K	+$3.19K	5	0.01%	Increased
1015	Spire Wealth Management Mclean, Virginia	$17.4K	-$3K	3	0%	Reduced
1016	NS NBC Securities Birmingham, Alabama	$17K	-$72.4K	2	0%	Reduced
1017	PTC Private Trust Company Cleveland, Ohio	$16.4K	-$8.37K	4	0%	Reduced
1018	SIS Sound Income Strategies Ft Lauderdale, Florida	$16.4K	+$4.99K	2	0%	Increased
1019	W WealthCollab Bellevue, Washington	$15.7K	$0	2	0.01%	Maintained
1020	C Certuity North Palm Beach, Florida	$15.6K	$0	1	0%	Maintained
1021	CPG Cornerstone Planning Group Fairfield, New Jersey	$15.3K	+$8.58K	3	0%	Increased
1022	CB Community Bank Dewitt, New York	$14.5K	$0	1	0%	Maintained
1023	Ashton Thomas Private Wealth Scottsdale, Arizona	$12.9K	+$11.1K	3	0%	New
1024	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$12.3K	+$12K	2	0.01%	New
1025	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$12K	+$67	1	0%	Increased