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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	FP Financial Perspectives Minneapolis, Minnesota	$3.54K	-$396	2	0%	Reduced
1077	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.47K	$0	1	0%	Maintained
1078	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.34K	$0	3	0%	Maintained
1079	Cullen/Frost Bankers San Antonio, Texas	$3.29K	-$21.6K	1	0%	Reduced
1080	RWM Raffa Wealth Management Washington, District of Columbia	$3.1K	$0	1	0%	Maintained
1081	Cohen & Steers New York	$3K	+$2.45K	1	0%	New
1082	TFF The Family Firm Bethesda, Maryland	$2.99K	+$2.94K	1	0%	New
1083	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$2.96K	+$394	3	0%	Increased
1084	AFWM Abich Financial Wealth Management Ashburn, Virginia	$2.83K	+$2.1K	1	0%	Increased
1085	NSIM North Star Investment Management Chicago, Illinois	$2.64K	+$7	1	0%	Increased
1086	ANBT American National Bank & Trust Wichita Falls, Texas	$2.52K	+$227	2	0%	Increased
1087	TD Private Client Wealth New York	$2.5K	+$684	2	0%	Increased
1088	WCM Westend Capital Management Sausalito, California	$2.44K	$0	1	0%	Maintained
1089	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.41K	$0	2	0%	Maintained
1090	LFA LGT Financial Advisors Dallas, Texas	$2.39K	$0	1	0.01%	Maintained
1091	MFG Mendota Financial Group Madison, Wisconsin	$2.33K	+$288	2	0%	Increased
1092	GBT Grove Bank & Trust Miami, Florida	$2.29K	-$989	1	0%	Reduced
1093	ECM Estabrook Capital Management New York	$2.17K	$0	1	0%	Maintained
1094	CWP Concord Wealth Partners Abingdon, Virginia	$2.17K	+$7	2	0%	Increased
1095	Benjamin Edwards Inc Clayton, Missouri	$2K	+$1.68K	2	0%	New
1096	FCG Financial Connections Group Corte Madera, California	$2K	$0	1	0%	Maintained
1097	SIS Strategic Investment Solutions Orland Park, Illinois	$1.98K	+$1.85K	1	0%	New
1098	GIA GHP Investment Advisors Denver, Colorado	$1.96K	$0	2	0%	Maintained
1099	CA Continuum Advisory Eagle, Idaho	$1.94K	$0	2	0%	Maintained
1100	CFO CVA Family Office Denver, Colorado	$1.93K	$0	1	0%	Maintained