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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	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$11.8K	$0	1	0.01%	Maintained
1027	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$11.7K	-$1.38K	4	0%	Reduced
1028	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$11.2K	$0	2	0%	Maintained
1029	LWA Lowe Wealth Advisors Columbia, Maryland	$11.1K	$0	1	0.01%	Maintained
1030	CAS Coppell Advisory Solutions Coppell, Texas	$11.1K	+$9.91K	3	0%	New
1031	KA Kozak & Associates Highlands Ranch, Colorado	$10.8K	$0	1	0%	Maintained
1032	DJSG D.J. St. Germain Springfield, Massachusetts	$10.5K	+$717	3	0%	Increased
1033	CoreCap Advisors Southfield, Michigan	$10.5K	-$19.2K	4	0%	Reduced
1034	CIA Cape Investment Advisory Mcdonough, Georgia	$10.4K	-$266	2	0%	Reduced
1035	RCM Raleigh Capital Management Cary, North Carolina	$10.4K	+$9.02K	1	0%	New
1036	KFS Kelly Financial Services Braintree, Massachusetts	$10.3K	+$358	3	0%	Increased
1037	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10.3K	-$272	5	0%	Reduced
1038	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$10.3K	$0	1	0%	Maintained
1039	HWM HighMark Wealth Management St. Paul, Minnesota	$10.3K	$0	2	0.01%	Maintained
1040	GEA Glen Eagle Advisors Kingston, New Jersey	$10.2K	-$4.77K	1	0%	Reduced
1041	BLC Brown, Lisle/Cummings Providence, Rhode Island	$9.65K	$0	2	0%	Maintained
1042	APC Aspire Private Capital Cornelius, North Carolina	$9.2K	+$15	2	0%	Increased
1043	SWA SOA Wealth Advisors New York	$8.78K	$0	2	0%	Maintained
1044	SC Stephens Consulting Flint, Michigan	$8.71K	+$2.75K	3	0%	Increased
1045	MSG Main Street Group Glen Allen, Virginia	$7.82K	+$7.39K	1	0%	Increased
1046	AWM Activest Wealth Management Aventure, Florida	$7.75K	+$7.69K	2	0%	New
1047	CB Centennial Bank Conway, Arkansas	$7.61K	$0	1	0%	Maintained
1048	FRA Front Row Advisors Tiburon, California	$7.36K	-$1.02K	1	0%	Reduced
1049	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$7.23K	-$1.88K	1	0%	Reduced
1050	TIM Tortoise Investment Management White Plains, New York	$7.02K	$0	2	0%	Maintained