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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	HM Payson & Co Portland, Maine	$4.36K	+$1.85K	3	0%	Increased
1027	AAG Armstrong Advisory Group Needham, Massachusetts	$4.29K	+$113	1	0%	Increased
1028	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$4.19K	+$4.33K	2	0%	New
1029	MCM Manchester Capital Management Manchester, Vermont	$4.15K	$0	2	0%	Maintained
1030	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	+$3.59K	2	0%	Increased
1031	CA Centerpoint Advisors Needham, Massachusetts	$4K	-$2K	1	0%	Reduced
1032	JEST JTC Employer Solutions Trustee St Helier, Jersey	$4K	$0	1	0%	Maintained
1033	AIM Anchor Investment Management Columbia, South Carolina	$3.81K	+$4.07K	1	0%	New
1034	CAM Chesapeake Asset Management New York	$3.68K	+$3.54K	1	0%	New
1035	NSIM North Star Investment Management Chicago, Illinois	$3.66K	+$284	2	0%	Increased
1036	GBT Grove Bank & Trust Miami, Florida	$3.48K	$0	2	0%	Maintained
1037	DI Disciplined Investments Tulsa, Oklahoma	$3.43K	+$637	4	0%	Increased
1038	ME McIlrath & Eck Arlington, Washington	$3.39K	$0	2	0%	Maintained
1039	Heritage Wealth Advisors Richmond, Virginia	$3.31K	+$3.54K	1	0%	New
1040	GWSG GPS Wealth Strategies Group Centennial, Colorado	$3.13K	+$3K	1	0%	New
1041	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2.98K	$0	1	0%	Maintained
1042	RWM Raffa Wealth Management Washington, District of Columbia	$2.97K	$0	1	0%	Maintained
1043	KM Kalos Management Alpharetta, Georgia	$2.93K	+$2.81K	1	0.01%	New
1044	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.83K	$0	2	0%	Maintained
1045	TWD True Wealth Design Akron, Ohio	$2.67K	$0	2	0%	Maintained
1046	EWP Elevation Wealth Partners Santa Rosa, California	$2.53K	+$2.43K	1	0%	New
1047	HT Headlands Technologies Chicago, Illinois	$2.48K	+$2.57K	1	0%	New
1048	CWP Concord Wealth Partners Abingdon, Virginia	$2.43K	+$5	2	0%	Increased
1049	OC Oakworth Capital Birmingham, Alabama	$2.38K	$0	1	0%	Maintained
1050	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$2.13K	-$4.46K	1	0.01%	Reduced