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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
1951	PB Pinnacle Bancorp Beatrice, Nebraska	$28.3K	-$25.4K	1	0.01%	Reduced
1952	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$28.1K	$0	3	0%	Maintained
1953	OCM Osbon Capital Management Boston, Massachusetts	$27.8K	+$3.85K	2	0.02%	Increased
1954	HI Hoey Investments Coatesville, Pennsylvania	$27K	$0	3	0%	Maintained
1955	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$26.5K	+$1.34K	5	0%	Increased
1956	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$25.7K	$0	2	0.01%	Maintained
1957	Country Trust Bank Bloomington, Illinois	$25.6K	$0	3	0%	Maintained
1958	TCM Tradewinds Capital Management Bellingham, Washington	$25.6K	+$19.2K	4	0.01%	Increased
1959	RWM Raffa Wealth Management Washington, District of Columbia	$25.3K	+$1.94K	5	0%	Increased
1960	B Bayban Bayport, Minnesota	$24.9K	$0	4	0.02%	Maintained
1961	VFM Vision Financial Markets Stamford, Connecticut	$24.3K	+$29.5K	2	0.02%	Increased
1962	CAM Costello Asset Management Feasterville, Pennsylvania	$23.8K	$0	1	0.01%	Maintained
1963	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$23.8K	+$22.9K	1	0.01%	New
1964	TAR Trask Adam Roland	$23.8K	+$22.9K	1	0.02%	New
1965	CX Institutional Auburn, Indiana	$23K	+$18.2K	3	0%	Increased
1966	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$23K	+$59	1	0%	Increased
1967	SA Strategic Advocates Logan, Utah	$22.9K	-$21.5K	1	0.1%	Reduced
1968	AIS Advocate Investing Services Woodbine, Maryland	$22.5K	+$19.4K	2	0.02%	New
1969	RWM RMG Wealth Management Platteville, Wisconsin	$22.1K	+$6.91K	2	0%	New
1970	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$22K	+$21K	2	0.01%	New
1971	GEA Glen Eagle Advisors Kingston, New Jersey	$21.7K	$0	1	0%	Maintained
1972	WA Whipplewood Advisors Littleton, Colorado	$21.7K	+$20.8K	1	0.01%	New
1973	AG AmeriFlex Group Las Vegas, Nevada	$20.9K	-$79	3	0.01%	Reduced
1974	AWM Abound Wealth Management Franklin, Tennessee	$20.8K	+$10.1K	6	0%	Increased
1975	NECFA New England Capital Financial Advisors Meriden, Connecticut	$20K	$0	2	0.01%	Maintained