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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	SWP Strategic Wealth Partners Independence, Ohio	$9.12K	+$7.42K	4	0%	New
1277	AAG Armstrong Advisory Group Needham, Massachusetts	$8.6K	+$1.24K	2	0%	Increased
1278	TIM Tortoise Investment Management White Plains, New York	$8.42K	+$548	4	0%	Increased
1279	FGC Financial Gravity Companies Lakeway, Texas	$8.13K	+$7.17K	1	0%	New
1280	WR WD Rutherford Portland, Oregon	$8.03K	+$6.48K	1	0%	New
1281	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$7.69K	-$624	3	0.01%	Reduced
1282	C Certuity North Palm Beach, Florida	$7.68K	+$136K	1	0%	Increased
1283	SouthState Corp Winter Haven, Florida	$7.44K	-$14.6K	5	0%	Reduced
1284	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$7.09K	$0	2	0%	Maintained
1285	FFWM Future Financial Wealth Management Cincinnati, Ohio	$6.73K	$0	1	0%	Maintained
1286	FP Financial Perspectives Minneapolis, Minnesota	$6.52K	$0	2	0%	Maintained
1287	BI Binnacle Investments Urbandale, Iowa	$6.32K	+$1.77K	2	0%	Increased
1288	TCM Tradewinds Capital Management Bellingham, Washington	$6.09K	$0	1	0%	Maintained
1289	AW Avion Wealth The Woodlands, Texas	$6K	+$3.18K	6	0%	Increased
1290	CMP Coston McIsaac & Partners Bar Harbor, Maine	$6K	$0	1	0%	Maintained
1291	HI Hoey Investments Coatesville, Pennsylvania	$5.64K	$0	2	0%	Maintained
1292	CFD Creative Financial Designs Kokomo, Indiana	$5.47K	-$1.19K	2	0%	Reduced
1293	CFO CVA Family Office Denver, Colorado	$5.47K	+$1.94K	3	0%	Increased
1294	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$5.33K	$0	1	0%	Maintained
1295	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5.18K	$0	1	0%	Maintained
1296	SC Stephens Consulting Flint, Michigan	$5.08K	-$4.94K	2	0%	Reduced
1297	WTA Washington Trust Advisors Wellesley, Massachusetts	$5.04K	$0	1	0%	Maintained
1298	Country Trust Bank Bloomington, Illinois	$5.04K	+$559	3	0%	Increased
1299	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5.03K	-$515	3	0%	Reduced
1300	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$5K	$0	1	0%	Maintained