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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	CFFP Center for Financial Planning Southfied, Michigan	$32.5K	$0	1	0%	Maintained
1077	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$30.2K	+$52.2K	2	0.02%	New
1078	OCM Orion Capital Management Coronado, California	$30K	$0	1	0.01%	Maintained
1079	NRG Nemes Rush Group Novi, Michigan	$29.5K	-$18.9K	1	0%	Reduced
1080	SSB Sandy Spring Bank Olney, Maryland	$28.3K	+$6.22K	3	0%	Increased
1081	IWM Inlight Wealth Management Atlanta, Georgia	$27.9K	+$40.6K	2	0.02%	New
1082	ACM Accent Capital Management Centerville, Ohio	$26.2K	$0	2	0.02%	Maintained
1083	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$26.2K	-$244K	1	0%	Reduced
1084	Cullen/Frost Bankers San Antonio, Texas	$26.2K	+$15.2K	2	0%	Increased
1085	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$26K	+$1.66K	2	0.01%	Increased
1086	MCF Advisors Covington, Kentucky	$25.6K	-$6.05K	4	0%	Reduced
1087	W WealthCollab Bellevue, Washington	$23.5K	$0	3	0.01%	Maintained
1088	AWA Arete Wealth Advisors Chicago, Illinois	$23K	$0	1	0%	Maintained
1089	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$22.6K	+$27.2K	4	0%	New
1090	CAL Capital Advisors Ltd Shaker Heights, Ohio	$22K	+$866	3	0%	Increased
1091	HWM Hemington Wealth Management Falls Church, Virginia	$22K	-$714	4	0%	Reduced
1092	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$21.4K	$0	3	0.01%	Maintained
1093	Farmers & Merchants Investments Inc Lincoln, Nebraska	$20.5K	+$11.8K	5	0%	Increased
1094	SIS Strategic Investment Solutions Orland Park, Illinois	$20.1K	+$31.1K	1	0.01%	New
1095	TF Tompkins Financial Ithaca, New York	$19.9K	+$16.5K	3	0%	Increased
1096	SIS Sound Income Strategies Ft Lauderdale, Florida	$19.9K	$0	3	0%	Maintained
1097	PP PFS Partners Mine Hill, New Jersey	$19.5K	$0	2	0.01%	Maintained
1098	HC Hara Capital Bellevue, Washington	$19.4K	-$42.7K	1	0.01%	Reduced
1099	PWMG Private Wealth Management Group Princeton, New Jersey	$19.1K	-$243	5	0.01%	Reduced
1100	Spire Wealth Management Mclean, Virginia	$18.6K	-$18.2K	2	0%	Reduced