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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	SWA Sutton Wealth Advisors Tampa, Florida	$2.13K	-$15.2K	2	0%	Reduced
1052	CCA Column Capital Advisors Indianapolis, Indiana	$2.04K	$0	2	0%	Maintained
1053	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2.02K	+$2.16K	1	0%	New
1054	CMP Coston McIsaac & Partners Bar Harbor, Maine	$2K	$0	2	0%	Maintained
1055	FCG Financial Connections Group Corte Madera, California	$2K	$0	1	0%	Maintained
1056	FRA Front Row Advisors Tiburon, California	$2K	-$217	1	0%	Reduced
1057	TD Ameritrade Investment Management Omaha, Nebraska	$2K	$0	1	0%	Maintained
1058	RF Robbins Farley Bedford, New Hampshire	$1.91K	$0	1	0%	Maintained
1059	MCM MV Capital Management Bethesda, Maryland	$1.85K	+$1.78K	1	0%	New
1060	Parallax Volatility Advisers San Francisco, California	$1.84K	+$1.9K	1	0%	New
1061	Montag & Associates Atlanta, Georgia	$1.66K	$0	1	0%	Maintained
1062	AWM Abound Wealth Management Franklin, Tennessee	$1.65K	+$56	3	0%	Increased
1063	LF Lee Financial Dallas, Texas	$1.58K	-$261	1	0%	Reduced
1064	ATC Adirondack Trust Company Saratoga Springs, New York	$1.57K	$0	1	0%	Maintained
1065	HCM Hollencrest Capital Management Newport Beach, California	$1.45K	+$33	2	0%	Increased
1066	2L 25 LLC St. Louis, Missouri	$1.42K	+$2.07K	3	0%	New
1067	NL NVWM LLC Yardley, Pennsylvania	$1.31K	-$1.4K	1	0%	Reduced
1068	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1.23K	+$80	2	0%	Increased
1069	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$1.22K	$0	1	0%	Maintained
1070	GIA GHP Investment Advisors Denver, Colorado	$1.15K	+$1.02K	2	0%	Increased
1071	ECM Estabrook Capital Management New York	$1.14K	$0	1	0%	Maintained
1072	RA Rise Advisors Rochester, New York	$1.14K	$0	1	0%	Maintained
1073	PCFFS Pacific Center for Financial Services San Ramon, California	$1.14K	+$1.09K	1	0%	New
1074	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.07K	+$1.03K	1	0%	New
1075	AIP Ahrens Investment Partners Lafayette, Louisiana	$1.06K	+$1.01K	1	0%	New