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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	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$3K	-$1.42M	1	0%	Reduced
1077	TD Ameritrade Investment Management Omaha, Nebraska	$3K	-$992	1	0%	Reduced
1078	TCM TD Capital Management Memphis, Tennessee	$3K	+$2.58K	1	0%	New
1079	TIM Tortoise Investment Management White Plains, New York	$3K	-$5K	2	0%	Reduced
1080	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$3K	$0	1	0%	Maintained
1081	WIM Westside Investment Management Santa Monica, California	$2.54K	+$1.87M	3	0.01%	Increased
1082	Belvedere Trading Chicago, Illinois	$2K	+$1.98K	1	0%	New
1083	Brown Brothers Harriman & Co New York	$2K	-$4.5K	1	0%	Reduced
1084	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
1085	GC Globeflex Capital San Diego, California	$2K	-$1.4M	1	0%	Reduced
1086	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2K	$0	1	0%	Maintained
1087	MCM Manchester Capital Management Manchester, Vermont	$2K	-$9K	1	0%	Reduced
1088	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1089	SWG Summit Wealth Group White River Junction, Vermont	$2K	$0	1	0%	Maintained
1090	AWM Activest Wealth Management Aventure, Florida	$1K	-$458	1	0%	Reduced
1091	AW Alaethes Wealth Glenbrook, Nevada	$1K	+$482	1	0%	New
1092	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	1	0%	Maintained
1093	AW Avion Wealth The Woodlands, Texas	$1K	+$482	1	0%	Increased
1094	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1095	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1096	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
1097	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1098	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
1099	DWA Delos Wealth Advisors Dallas, Texas	$1K	+$482	1	0%	New
1100	DAM Delta Asset Management Memphis, Tennessee	$1K	$0	1	0%	Maintained