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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
1076	PC Pier Capital Stamford, Connecticut	$5K	$0	1	0%	Maintained
1077	TCOV Trust Company of Vermont Brattleboro, Vermont	$5K	$0	1	0%	Maintained
1078	SIS Sound Income Strategies Ft Lauderdale, Florida	$4.3K	+$250	2	0%	Increased
1079	AA AlphaMark Advisors Ft. Wright, Kentucky	$4K	-$2.92K	2	0%	Reduced
1080	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$4K	$0	1	0%	Maintained
1081	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$4K	-$2.31K	2	0%	Reduced
1082	EWA Evolution Wealth Advisors Aventura, Florida	$4K	+$4.17K	1	0%	New
1083	HMS Hanseatic Management Services Albuquerque, New Mexico	$4K	$0	1	0.01%	Maintained
1084	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4K	$0	1	0%	Maintained
1085	MUFG Americas New York	$4K	+$4.74K	1	0%	New
1086	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
1087	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	$0	3	0%	Maintained
1088	TD Ameritrade Investment Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
1089	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	$0	2	0%	Maintained
1090	JMF Johnson Midwest Financial Glidden, Iowa	$3K	$0	2	0%	Maintained
1091	KFI Key Financial Inc West Chester, Pennsylvania	$3K	$0	2	0%	Maintained
1092	SL Savior LLC Wellesley Hills, Massachusetts	$3K	+$835	1	0%	Increased
1093	SWM Selective Wealth Management Forest, Virginia	$3K	$0	2	0%	Maintained
1094	SWG Summit Wealth Group White River Junction, Vermont	$3K	+$2.78K	1	0%	New
1095	AIM Anchor Investment Management Columbia, South Carolina	$2.74K	-$6.05K	1	0%	Reduced
1096	Heritage Wealth Advisors Richmond, Virginia	$2.5K	$0	1	0%	Maintained
1097	RWM Raffa Wealth Management Washington, District of Columbia	$2.49K	+$480	2	0%	Increased
1098	FPW Flagship Private Wealth Woburn, Massachusetts	$2.43K	-$1.67K	1	0%	Reduced
1099	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$2K	$0	1	0%	Maintained
1100	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained