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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
1026	JMF Johnson Midwest Financial Glidden, Iowa	$4K	+$3.29K	2	0%	New
1027	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4K	$0	1	0%	Maintained
1028	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$156	1	0.01%	Reduced
1029	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4K	$0	2	0%	Maintained
1030	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
1031	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	+$1.45K	3	0%	Increased
1032	Prime Capital Investment Advisors Overland Park, Kansas	$4K	$0	1	0%	Maintained
1033	SIAG Safeguard Investment Advisory Group Corona, California	$4K	+$4.32K	2	0%	New
1034	SIS Sound Income Strategies Ft Lauderdale, Florida	$4K	-$2.3K	2	0%	Reduced
1035	TD Ameritrade Investment Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
1036	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	-$345	2	0%	Reduced
1037	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$3K	+$2.43K	2	0%	Increased
1038	CCA Childress Capital Advisors Houston, Texas	$3K	+$2.69K	2	0%	New
1039	DI Disciplined Investments Tulsa, Oklahoma	$3K	+$2.5K	1	0%	New
1040	KFI Key Financial Inc West Chester, Pennsylvania	$3K	+$3.03K	2	0%	New
1041	NSB Norway Savings Bank Portland, Maine	$3K	+$2.75K	2	0%	Increased
1042	OIM Oder Investment Management Woodland Hills, California	$3K	+$3.15K	1	0%	New
1043	SL Savior LLC Wellesley Hills, Massachusetts	$3K	-$1.38K	1	0%	Reduced
1044	SWM Selective Wealth Management Forest, Virginia	$3K	$0	2	0%	Maintained
1045	TCWA Ten Capital Wealth Advisors Spokane, Washington	$3K	+$2.59K	1	0%	New
1046	TCM Tradewinds Capital Management Bellingham, Washington	$3K	-$19.8K	3	0%	Reduced
1047	RWM Raffa Wealth Management Washington, District of Columbia	$2.04K	$0	2	0%	Maintained
1048	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
1049	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	$0	1	0%	Maintained
1050	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained