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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	CMP Coston McIsaac & Partners Bar Harbor, Maine	$3K	$0	2	0%	Maintained
1027	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$3K	+$3.07K	2	0%	New
1028	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	$0	1	0%	Maintained
1029	NSIM North Star Investment Management Chicago, Illinois	$2.88K	-$266	1	0%	Reduced
1030	HM Payson & Co Portland, Maine	$2.88K	-$1.98K	2	0%	Reduced
1031	ME McIlrath & Eck Arlington, Washington	$2.83K	-$54	1	0%	Reduced
1032	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.67K	$0	2	0%	Maintained
1033	GWSG GPS Wealth Strategies Group Centennial, Colorado	$2.65K	+$4	1	0%	Increased
1034	CWP Concord Wealth Partners Abingdon, Virginia	$2.39K	+$4	2	0%	Increased
1035	AIC Archer Investment Corporation Carmel, Indiana	$2.23K	$0	1	0%	Maintained
1036	EWP Elevation Wealth Partners Santa Rosa, California	$2.14K	$0	1	0%	Maintained
1037	AWM Abound Wealth Management Franklin, Tennessee	$2.12K	+$739	3	0%	Increased
1038	FCG Financial Connections Group Corte Madera, California	$2K	$0	1	0%	Maintained
1039	TD Ameritrade Investment Management Omaha, Nebraska	$2K	$0	1	0%	Maintained
1040	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2K	+$908	4	0%	Increased
1041	SWA Sutton Wealth Advisors Tampa, Florida	$1.97K	$0	2	0%	Maintained
1042	Parallax Volatility Advisers San Francisco, California	$1.93K	$0	1	0%	Maintained
1043	RF Robbins Farley Bedford, New Hampshire	$1.77K	$0	1	0%	Maintained
1044	CCA Column Capital Advisors Indianapolis, Indiana	$1.75K	$0	2	0%	Maintained
1045	NL NVWM LLC Yardley, Pennsylvania	$1.74K	$0	1	0%	Maintained
1046	ECM Estabrook Capital Management New York	$1.53K	$0	1	0%	Maintained
1047	RA Rise Advisors Rochester, New York	$1.53K	$0	1	0%	Maintained
1048	QPBE Quintet Private Bank (Europe) Luxembourg	$1.41K	-$32.3K	1	0%	Reduced
1049	Montag & Associates Atlanta, Georgia	$1.41K	$0	1	0%	Maintained
1050	HCM Hollencrest Capital Management Newport Beach, California	$1.36K	$0	2	0%	Maintained