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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	TFM TFC Financial Management Boston, Massachusetts	$18K	+$4.23K	3	0%	Increased
1102	KFI Key Financial Inc West Chester, Pennsylvania	$18K	$0	3	0%	Maintained
1103	SouthState Corp Winter Haven, Florida	$17.9K	+$8.99K	5	0%	Increased
1104	WA WPG Advisers Baltimore, Maryland	$17.5K	+$10.6K	4	0.02%	Increased
1105	NC NewSquare Capital Newtown Square, Pennsylvania	$17.2K	+$10.2K	5	0%	Increased
1106	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$17K	+$49	1	0%	Increased
1107	DWM Darwin Wealth Management Tampa, Florida	$16.8K	$0	2	0.01%	Maintained
1108	PTC Private Trust Company Cleveland, Ohio	$16.6K	+$8.87K	4	0%	Increased
1109	PAM Pinpoint Asset Management Hong Kong	$16.3K	-$560K	3	0%	Reduced
1110	PB Pinnacle Bancorp Beatrice, Nebraska	$16.3K	$0	1	0.01%	Maintained
1111	BIP Wealth Atlanta, Georgia	$16.1K	$0	1	0%	Maintained
1112	LWA Lowe Wealth Advisors Columbia, Maryland	$15.5K	$0	1	0.01%	Maintained
1113	TD Private Client Wealth New York	$14.5K	+$10.2K	3	0%	Increased
1114	GEA Glen Eagle Advisors Kingston, New Jersey	$14.2K	$0	1	0%	Maintained
1115	1M 1248 Management Kansas City, Missouri	$14.2K	+$18.1K	1	0.01%	New
1116	S Sachetta Lynnfield, Massachusetts	$14.2K	+$4.16K	4	0.01%	Increased
1117	MWP Madison Wealth Partners Madison, Wisconsin	$14.1K	-$2.34K	1	0%	Reduced
1118	AG AmeriFlex Group Las Vegas, Nevada	$14K	+$20	2	0.01%	Increased
1119	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$13.7K	+$4.98K	2	0%	Increased
1120	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$13.3K	$0	1	0%	Maintained
1121	HM Payson & Co Portland, Maine	$13.2K	$0	3	0%	Maintained
1122	CIA Cape Investment Advisory Mcdonough, Georgia	$13.1K	-$3.32K	2	0.01%	Reduced
1123	CB Community Bank Dewitt, New York	$13K	-$13	1	0%	Reduced
1124	TFA Toth Financial Advisory Leesburg, Virginia	$13K	-$6.57K	1	0%	Reduced
1125	CAM Costello Asset Management Feasterville, Pennsylvania	$12.7K	+$16K	2	0.01%	New