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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	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$3K	+$2.98K	1	0%	New
1102	TWD True Wealth Design Akron, Ohio	$2.99K	-$41.3K	3	0%	Reduced
1103	LFA LGT Financial Advisors Dallas, Texas	$2.98K	$0	1	0.01%	Maintained
1104	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.9K	$0	2	0%	Maintained
1105	RAM Riggs Asset Management Dallas, Pennsylvania	$2.81K	+$883	3	0%	Increased
1106	ECM Estabrook Capital Management New York	$2.67K	$0	1	0%	Maintained
1107	WCM Westend Capital Management Sausalito, California	$2.63K	$0	1	0%	Maintained
1108	ANBT American National Bank & Trust Wichita Falls, Texas	$2.62K	-$255	1	0%	Reduced
1109	GIA GHP Investment Advisors Denver, Colorado	$2.27K	-$113	2	0%	Reduced
1110	APC Aspire Private Capital Cornelius, North Carolina	$2.27K	-$7.24K	1	0%	Reduced
1111	CFO CVA Family Office Denver, Colorado	$2.23K	$0	1	0%	Maintained
1112	CA Continuum Advisory Eagle, Idaho	$2.11K	-$298	2	0%	Reduced
1113	AW Avion Wealth The Woodlands, Texas	$2K	+$118	3	0%	Increased
1114	Brooklyn Investment Group Brooklyn, New York	$1.98K	+$1.67K	2	0%	New
1115	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.81K	+$54	2	0%	Increased
1116	TCM TD Capital Management Memphis, Tennessee	$1.8K	$0	1	0%	Maintained
1117	RWM Reston Wealth Management Reston, Virginia	$1.73K	+$1.48K	1	0%	New
1118	AWM Abound Wealth Management Franklin, Tennessee	$1.67K	-$534	2	0%	Reduced
1119	CA Claris Advisors St. Louis, Missouri	$1.59K	+$1.35K	4	0%	New
1120	Bogart Wealth LLC Mclean, Virginia	$1.59K	$0	2	0%	Maintained
1121	QPBE Quintet Private Bank (Europe) Luxembourg	$1.58K	+$162	1	0%	Increased
1122	UCI Uncommon Cents Investing Janesville, Wisconsin	$1.58K	+$1.35K	1	0%	New
1123	GSEP Golden State Equity Partners South Coast Metro, California	$1.52K	+$1.3K	2	0%	New
1124	HCM Hollencrest Capital Management Newport Beach, California	$1.48K	$0	2	0%	Maintained
1125	Montag & Associates Atlanta, Georgia	$1.48K	$0	1	0%	Maintained