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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
1051	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$2K	+$1.36K	1	0%	New
1052	TD Ameritrade Investment Management Omaha, Nebraska	$2K	-$633	1	0%	Reduced
1053	CCA Column Capital Advisors Indianapolis, Indiana	$1.93K	+$35	2	0%	Increased
1054	TCM TD Capital Management Memphis, Tennessee	$1.79K	$0	1	0%	Maintained
1055	LF Lee Financial Dallas, Texas	$1.79K	$0	2	0%	Maintained
1056	HM Payson & Co Portland, Maine	$1.76K	$0	2	0%	Maintained
1057	RF Robbins Farley Bedford, New Hampshire	$1.7K	$0	1	0%	Maintained
1058	AA Addison Advisors Middlebury, Vermont	$1.59K	+$245	2	0%	Increased
1059	Montag & Associates Atlanta, Georgia	$1.57K	-$49K	1	0%	Reduced
1060	AWM Abound Wealth Management Franklin, Tennessee	$1.53K	+$455	2	0%	Increased
1061	ATC Adirondack Trust Company Saratoga Springs, New York	$1.53K	$0	1	0%	Maintained
1062	CA Crewe Advisors Salt Lake City, Utah	$1.48K	-$1.82K	2	0%	Reduced
1063	HCM Hollencrest Capital Management Newport Beach, California	$1.35K	+$1.46K	2	0%	New
1064	WIM Westside Investment Management Santa Monica, California	$1.33K	+$307K	2	0%	Increased
1065	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$1.15K	+$1.14K	1	0%	New
1066	ASBI American State Bank (Iowa) Sioux Center, Iowa	$1.12K	+$1.11K	1	0%	New
1067	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.07K	+$950	1	0%	New
1068	ECM Estabrook Capital Management New York	$1.05K	+$1.04K	1	0%	New
1069	RA Rise Advisors Rochester, New York	$1.05K	$0	1	0%	Maintained
1070	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1071	FCB First Command Bank Fort Worth, Texas	$1K	+$83	1	0%	New
1072	FCFS First Command Financial Services Fort Worth, Texas	$1K	+$83	1	0%	New
1073	Jones Financial Companies Des Peres, Missouri	$1K	+$723	1	0%	New
1074	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	$0	2	0%	Maintained
1075	SFG Steward Financial Group Colleyville, Texas	$1K	+$3.75K	4	0%	New