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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	GPFA Game Plan Financial Advisors Westlake, Ohio	$233	+$224	2	0%	New
1077	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$186	-$1.12K	1	0%	Reduced
1078	BOK Financial Tulsa, Oklahoma	$180	-$947	1	0%	Reduced
1079	CJ Caitlin John Brighton, Michigan	$174	+$144	1	0%	New
1080	CFS CGC Financial Services Lake Oswego, Oregon	$171	$0	1	0%	Maintained
1081	DAM Delta Asset Management Memphis, Tennessee	$171	$0	1	0%	Maintained
1082	PG Proffitt & Goodson Knoxville, Tennessee	$136	$0	1	0%	Maintained
1083	1832 Asset Management Toronto, Ontario, Canada	$120	+$119	1	0%	New
1084	GWSG GPS Wealth Strategies Group Centennial, Colorado	$116	$0	1	0%	Maintained
1085	Chilton Capital Management Houston, Texas	$105	$0	1	0%	Maintained
1086	GFPC Global Financial Private Client Sarasota, Florida	$105	+$87	1	0%	New
1087	FGAM Financial Gravity Asset Management Lakeway, Texas	$102	+$86	1	0%	New
1088	FFA Frazier Financial Advisors Columbus, Ohio	$86	+$85	1	0%	New
1089	BWM Baystate Wealth Management Boston, Massachusetts	$76	+$36	1	0%	New
1090	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$68	$0	1	0%	Maintained
1091	LB Legacy Bridge West Des Moines, Iowa	$52	$0	1	0%	Maintained
1092	LFA Livelsberger Financial Advisory Ashland, Ohio	$52	+$44	1	0%	New
1093	MCM MidAtlantic Capital Management Richmond, Virginia	$52	+$44	1	0%	New
1094	RAM Riggs Asset Management Dallas, Pennsylvania	$52	$0	1	0%	Maintained
1095	HCM Highlander Capital Management Short Hills, New Jersey	$48	$0	1	0%	Maintained
1096	MSG Main Street Group Glen Allen, Virginia	$37	+$37	1	0%	New
1097	PS Planned Solutions Folsom, California	$34	+$34	1	0%	New
1098	FWA FSC Wealth Advisors Fishkill, New York	$24	$0	1	0%	Maintained
1099	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$11	+$10	1	0%	New
1100	HRC Hoertkorn Richard Charles	$10	$0	1	0%	Maintained