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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
1151	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$35.5K	+$1.45K	5	0%	Increased
1152	PMFA Plante Moran Financial Advisors Southfield, Michigan	$34.6K	$0	1	0%	Maintained
1153	NG Novem Group Rochester, New York	$34.3K	+$25.3K	1	0.01%	New
1154	Vestcor Inc Fredericton, New Brunswick, Canada	$34K	+$34.5K	1	0%	New
1155	PAM Paradigm Asset Management New York	$33.2K	-$4.46K	1	0.01%	Reduced
1156	BIP Wealth Atlanta, Georgia	$33K	$0	1	0%	Maintained
1157	MWP Madison Wealth Partners Madison, Wisconsin	$32K	$0	1	0.01%	Maintained
1158	HWM Hemington Wealth Management Falls Church, Virginia	$32K	+$5.67K	4	0.01%	Increased
1159	EAM Empirical Asset Management Wellesley, Massachusetts	$31.7K	+$3.17M	1	0.01%	New
1160	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$29.6K	+$29K	3	0.02%	New
1161	CAL Capital Advisors Ltd Shaker Heights, Ohio	$29K	$0	2	0%	Maintained
1162	Brooklyn Investment Group Brooklyn, New York	$28.6K	+$30.4K	6	0.01%	Increased
1163	PP PFS Partners Mine Hill, New Jersey	$28.2K	$0	2	0.02%	Maintained
1164	PWMG Private Wealth Management Group Princeton, New Jersey	$26.4K	$0	5	0.01%	Maintained
1165	GSWM Golden State Wealth Management Santa Ana, California	$26.4K	+$23.6K	4	0%	New
1166	TFA Toth Financial Advisory Leesburg, Virginia	$25.5K	$0	2	0%	Maintained
1167	MRP Measured Risk Portfolios San Diego, California	$25.2K	+$25K	3	0.03%	New
1168	TFM TFC Financial Management Boston, Massachusetts	$24.9K	+$11.2K	3	0%	Increased
1169	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$24.6K	+$10.8K	1	0.01%	Increased
1170	Johnson Investment Counsel Cincinnati, Ohio	$24.1K	$0	1	0%	Maintained
1171	HCA Heck Capital Advisors Rhinelander, Wisconsin	$23.9K	+$22.2K	1	0%	New
1172	W WealthCollab Bellevue, Washington	$23.5K	+$2.58K	3	0.02%	Increased
1173	CIM Contravisory Investment Management Norwell, Massachusetts	$23.4K	+$24.7K	1	0.01%	New
1174	PB Pinnacle Bancorp Beatrice, Nebraska	$22.9K	+$1.79K	1	0.01%	Increased
1175	SSB Sandy Spring Bank Olney, Maryland	$22.7K	-$3.74K	2	0%	Reduced