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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
1276	AFG Albion Financial Group Salt Lake City, Utah	$3.01K	+$3.03K	1	0%	New
1277	AW Avion Wealth The Woodlands, Texas	$3K	+$287	2	0%	Increased
1278	Cohen & Steers New York	$3K	$0	1	0%	Maintained
1279	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$3K	-$2.48K	1	0%	Reduced
1280	ECM Estabrook Capital Management New York	$2.84K	$0	1	0%	Maintained
1281	IAG Innovative Advisory Group Lexington, Massachusetts	$2.73K	+$1.99K	1	0%	New
1282	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$2.67K	$0	2	0%	Maintained
1283	ANBT American National Bank & Trust Wichita Falls, Texas	$2.66K	$0	1	0%	Maintained
1284	MWA Medallion Wealth Advisors Farmington, Connecticut	$2.47K	+$2.3K	2	0%	New
1285	AWM Abound Wealth Management Franklin, Tennessee	$2.31K	+$232	2	0%	Increased
1286	PGAM Princeton Global Asset Management Princeton, New Jersey	$2.27K	$0	2	0%	Maintained
1287	CFO CVA Family Office Denver, Colorado	$2.26K	$0	1	0%	Maintained
1288	WCM Westend Capital Management Sausalito, California	$2.14K	$0	1	0%	Maintained
1289	AP Aspect Partners Fairfax, Virginia	$2.02K	+$1.49K	1	0%	New
1290	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.84K	$0	1	0%	Maintained
1291	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.77K	-$63	1	0%	Reduced
1292	TCM TD Capital Management Memphis, Tennessee	$1.75K	$0	1	0%	Maintained
1293	HCM Hollencrest Capital Management Newport Beach, California	$1.73K	$0	2	0%	Maintained
1294	Salem Investment Counselors Winston Salem, North Carolina	$1.7K	$0	2	0%	Maintained
1295	SRCM Signature Resources Capital Management Newport Beach, California	$1.68K	$0	1	0%	Maintained
1296	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.56K	$0	1	0%	Maintained
1297	Montag & Associates Atlanta, Georgia	$1.5K	$0	1	0%	Maintained
1298	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$1.48K	+$1.09K	1	0%	New
1299	WB Webster Bank Waterbury, Connecticut	$1.43K	$0	1	0%	Maintained
1300	GFPC Global Financial Private Client Sarasota, Florida	$1.36K	+$1.33K	2	0%	New