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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
1201	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$38.7K	+$23.4K	1	0.01%	Increased
1202	TF Tompkins Financial Ithaca, New York	$37K	+$7.1K	3	0%	Increased
1203	FFO Fortitude Family Office Scottsdale, Arizona	$36K	+$14.1K	7	0.01%	Increased
1204	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$34.3K	-$11.6K	5	0%	Reduced
1205	TFM TFC Financial Management Boston, Massachusetts	$34K	-$3.28K	1	0%	Reduced
1206	Farmers & Merchants Investments Inc Lincoln, Nebraska	$32.3K	+$2.94K	5	0%	Increased
1207	M MOTCO San Antonio, Texas	$32.3K	+$21.6K	1	0%	New
1208	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$31.8K	+$92	3	0%	Increased
1209	CIA Cape Investment Advisory Mcdonough, Georgia	$31.2K	+$12K	4	0.01%	Increased
1210	HM Payson & Co Portland, Maine	$29.7K	$0	3	0%	Maintained
1211	TWD True Wealth Design Akron, Ohio	$29.6K	+$13.6K	8	0.01%	Increased
1212	NRG Nemes Rush Group Novi, Michigan	$29K	$0	1	0%	Maintained
1213	CAL Capital Advisors Ltd Shaker Heights, Ohio	$29K	-$1.19K	3	0%	Reduced
1214	IWM Inlight Wealth Management Atlanta, Georgia	$28.6K	-$16.1K	2	0.01%	Reduced
1215	W WealthCollab Bellevue, Washington	$28.3K	+$210	4	0.02%	Increased
1216	KFI Key Financial Inc West Chester, Pennsylvania	$27.4K	+$2.52K	4	0.01%	Increased
1217	PP PFS Partners Mine Hill, New Jersey	$26.6K	$0	2	0.01%	Maintained
1218	PWMG Private Wealth Management Group Princeton, New Jersey	$26.3K	+$253	5	0.01%	Increased
1219	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$25.6K	+$8.75K	2	0.01%	Increased
1220	TD Private Client Wealth New York	$25.4K	+$8.98K	3	0%	Increased
1221	LFA LGT Financial Advisors Dallas, Texas	$24.9K	+$18.2K	3	0.06%	New
1222	PWMG Prestige Wealth Management Group Flemington, New Jersey	$24.2K	+$5.17K	4	0%	Increased
1223	PTC Private Trust Company Cleveland, Ohio	$22.7K	-$1.24K	5	0%	Reduced
1224	TFA Toth Financial Advisory Leesburg, Virginia	$22.4K	+$3.5K	2	0%	Increased
1225	PB Pinnacle Bancorp Beatrice, Nebraska	$21.6K	-$359	1	0.01%	Reduced