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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	TCM Tradewinds Capital Management Bellingham, Washington	$6.42K	$0	2	0%	Maintained
1052	HM Payson & Co Portland, Maine	$6.24K	+$5.54K	2	0%	Increased
1053	Exchange Traded Concepts Oklahoma City, Oklahoma	$6.21K	+$2.47K	1	0%	Increased
1054	RWPA Richard W. Paul & Associates Novi, Michigan	$6.19K	$0	2	0%	Maintained
1055	VWM Venturi Wealth Management Austin, Texas	$6.17K	+$959	3	0%	Increased
1056	HWA HHM Wealth Advisors Chattanooga, Tennessee	$6.09K	$0	1	0%	Maintained
1057	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6.02K	$0	1	0%	Maintained
1058	NICM Neo Ivy Capital Management New York	$6K	+$5.44K	1	0%	New
1059	ZB Zions Bancorporation Salt Lake City, Utah	$5.93K	-$3.26K	1	0%	Reduced
1060	TF Tompkins Financial Ithaca, New York	$5.85K	-$9.06K	2	0%	Reduced
1061	SIC SJS Investment Consulting Sylvania, Ohio	$5.76K	-$1	4	0%	Reduced
1062	TFM TFC Financial Management Boston, Massachusetts	$5.61K	+$3.9K	2	0%	New
1063	JSAM J. Safra Asset Management New York	$5.51K	+$5.22K	2	0%	New
1064	AIC Archer Investment Corporation Carmel, Indiana	$5.18K	$0	2	0%	Maintained
1065	S Sachetta Lynnfield, Massachusetts	$5.14K	-$153	5	0%	Reduced
1066	FFA Frazier Financial Advisors Columbus, Ohio	$4.66K	$0	2	0%	Maintained
1067	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.58K	$0	1	0%	Maintained
1068	RWM Ruedi Wealth Management Champaign, Illinois	$4.17K	+$3.71K	1	0%	New
1069	CP Camelot Portfolios Maumee, Ohio	$4.16K	+$4.07K	1	0%	New
1070	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$4.15K	$0	2	0%	Maintained
1071	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	$0	1	0%	Maintained
1072	PWMG Prestige Wealth Management Group Flemington, New Jersey	$3.97K	-$751	2	0%	Reduced
1073	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$3.88K	$0	1	0%	Maintained
1074	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3.78K	+$370	1	0%	Increased
1075	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$3.78K	$0	1	0%	Maintained