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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
1101	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$18K	+$17.8K	1	0%	New
1102	FFWM Future Financial Wealth Management Cincinnati, Ohio	$18K	$0	1	0.01%	Maintained
1103	ACA Atlas Capital Advisors Jackson, Wyoming	$17.2K	$0	2	0%	Maintained
1104	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$17K	+$16.9K	1	0%	New
1105	RAM Riggs Asset Management Dallas, Pennsylvania	$17K	$0	1	0.01%	Maintained
1106	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$17K	$0	2	0.01%	Maintained
1107	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$16K	-$6K	1	0%	Reduced
1108	SWA Sutton Wealth Advisors Tampa, Florida	$15.8K	+$635	4	0.01%	Increased
1109	LPWM Lake Point Wealth Management Rockwall, Texas	$15K	$0	2	0.01%	Maintained
1110	CB Community Bank Dewitt, New York	$14K	$0	1	0%	Maintained
1111	GCM Gables Capital Management Miami, Florida	$14K	$0	1	0.01%	Maintained
1112	PWMG Prestige Wealth Management Group Flemington, New Jersey	$14K	$0	2	0%	Maintained
1113	SLWA San Luis Wealth Advisors San Luis Obispo, California	$14K	+$11.7K	1	0.01%	New
1114	Arax Advisory Partners Denver, Colorado	$13K	$0	3	0%	Maintained
1115	BWP Baldwin Wealth Partners Marion, Massachusetts	$13K	$0	1	0%	Maintained
1116	JWM Janiczek Wealth Management Denver, Colorado	$13K	-$814	3	0%	Reduced
1117	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$13K	$0	2	0%	Maintained
1118	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$13K	+$13.9K	1	0.01%	New
1119	VNA Valley National Advisers Bethlehem, Pennsylvania	$13K	$0	1	0%	Maintained
1120	AIM Anchor Investment Management Columbia, South Carolina	$12.1K	$0	1	0%	Maintained
1121	CA Centerpoint Advisors Needham, Massachusetts	$12K	-$260	3	0.01%	Reduced
1122	KFI Key Financial Inc West Chester, Pennsylvania	$12K	+$9.25K	3	0.01%	Increased
1123	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
1124	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$12K	-$12.6K	2	0.01%	Reduced
1125	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$11K	+$4.91K	3	0.01%	Increased