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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
801	Larson Financial Group St Louis, Missouri	$77.8K	+$4	2	0.01%	Increased
802	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$77.6K	+$17.5K	1	0.01%	Increased
803	WTG West Tower Group Richmond, Virginia	$77.2K	+$71.4K	1	0.06%	New
804	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$75.2K	-$1.37K	1	0.01%	Reduced
805	Independent Advisor Alliance Charlotte, North Carolina	$74.6K	-$97	2	0%	Reduced
806	HPM Hudson Portfolio Management Garrison, New York	$73.9K	$0	1	0.08%	Maintained
807	Brighton Jones LLC Seattle, Washington	$73.8K	+$989	1	0%	Increased
808	VC Veery Capital Wilmington, Delaware	$73.3K	$0	1	0.03%	Maintained
809	FMP Financial Management Professionals Austin, Texas	$71K	-$483	4	0.01%	Reduced
810	AA AlphaQ Advisors Winter Park, Florida	$70.3K	+$26.6K	1	0.05%	Increased
811	RFA Register Financial Advisors Atlanta, Georgia	$70K	$0	2	0.05%	Maintained
812	PCS Personal CFO Solutions Chester, New Jersey	$69.7K	$0	1	0.01%	Maintained
813	O'Shaughnessy Asset Management Stamford, Connecticut	$69.2K	-$245K	1	0%	Reduced
814	BWM BerganKDV Wealth Management Bloomington, Minnesota	$69K	+$33.3K	3	0.01%	Increased
815	CCA Checchi Capital Advisers Beverly Hills, California	$68.3K	+$8.03K	1	0.01%	Increased
816	GGI Godsey & Gibb Inc Richmond, Virginia	$67.3K	-$5.75K	1	0.01%	Reduced
817	AIM Arcadia Investment Management Kalamazoo, Michigan	$66.9K	-$50.1K	2	0.01%	Reduced
818	NAS Nicolet Advisory Services Green Bay, Wisconsin	$66.8K	-$5.75K	1	0.01%	Reduced
819	Ameritas Advisory Services Lincoln, Nebraska	$66.8K	-$33.6K	1	0.01%	Reduced
820	Arkadios Wealth Advisors Atlanta, Georgia	$66.8K	-$14.7K	1	0.01%	Reduced
821	BWM Bulltick Wealth Management Miami, Florida	$66.6K	+$67.7K	1	0.01%	New
822	VC Vestor Capital Chicago, Illinois	$66K	+$5.15K	1	0.01%	Increased
823	HI Hoey Investments Coatesville, Pennsylvania	$65.8K	$0	3	0.02%	Maintained
824	FCI Financial Counselors Inc Overland Park, Kansas	$65K	-$12.7K	1	0%	Reduced
825	SSB Sandy Spring Bank Olney, Maryland	$64.9K	+$24.2K	3	0%	Increased