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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
1176	SouthState Corp Winter Haven, Florida	$3K	$0	1	0%	Maintained
1177	TCM TD Capital Management Memphis, Tennessee	$3K	$0	1	0%	Maintained
1178	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$2.67K	+$2.39K	4	0%	New
1179	MP McDonald Partners Cleveland, Ohio	$2.67K	-$1.64M	4	0%	Reduced
1180	WIM Westside Investment Management Santa Monica, California	$2.26K	-$498K	3	0.01%	Reduced
1181	RA Rise Advisors Rochester, New York	$2.05K	+$1.89K	1	0%	New
1182	WPA West Paces Advisors Atlanta, Georgia	$2.05K	+$1.89K	1	0%	New
1183	ACM AUA Capital Management Camp Hill, Pennsylvania	$2K	+$1.73K	1	0%	New
1184	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	$0	1	0%	Maintained
1185	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$2K	+$1.45K	1	0%	New
1186	CWM Cedar Wealth Management Walnut Creek, California	$2K	+$1.82K	1	0%	New
1187	CHC City Holding Co Charleston, West Virginia	$2K	+$700	1	0%	Increased
1188	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2K	$0	1	0%	Maintained
1189	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	$0	2	0%	Maintained
1190	PGAM Princeton Global Asset Management Princeton, New Jersey	$2K	$0	2	0%	Maintained
1191	RF Robbins Farley Bedford, New Hampshire	$2K	+$1.95K	1	0%	New
1192	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
1193	TFS TrustCore Financial Services Brentwood, Tennessee	$2K	$0	1	0%	Maintained
1194	WAS Winch Advisory Services Appleton, Wisconsin	$2K	$0	1	0%	Maintained
1195	BFG Baron Financial Group Fair Lawn, New Jersey	$1.12K	$0	1	0%	Maintained
1196	AWM Activest Wealth Management Aventure, Florida	$1K	$0	1	0%	Maintained
1197	AA Addison Advisors Middlebury, Vermont	$1K	+$679	1	0%	New
1198	AIP Ahrens Investment Partners Lafayette, Louisiana	$1K	+$1.08K	1	0%	New
1199	AW Alaethes Wealth Glenbrook, Nevada	$1K	$0	1	0%	Maintained
1200	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	1	0%	Maintained