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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
826	Independent Advisor Alliance Charlotte, North Carolina	$75K	+$5.03K	2	0%	Increased
827	NAS Nicolet Advisory Services Green Bay, Wisconsin	$75K	+$19	1	0.01%	Increased
828	AIP Almanack Investment Partners Wayne, Pennsylvania	$73K	+$86.8K	2	0.01%	New
829	LFA Legacy Financial Advisors Covington, Kentucky	$73K	+$27.5K	1	0.02%	Increased
830	PCS Personal CFO Solutions Chester, New Jersey	$73K	-$141K	1	0.02%	Reduced
831	CPA Court Place Advisors Ellicott City, Maryland	$72K	-$4.86K	1	0.03%	Reduced
832	FWM Focused Wealth Management Newburgh, New York	$72K	+$63.3K	5	0.02%	Increased
833	Veritable Wilmington, Delaware	$72K	+$24.4K	1	0%	Increased
834	BOK Financial Tulsa, Oklahoma	$71K	+$10.4K	1	0%	Increased
835	Bessemer Group Woodbridge, New Jersey	$69K	+$22.1K	4	0%	Increased
836	HCA Harbor Capital Advisors Chicago, Illinois	$69K	-$60.3K	1	0.06%	Reduced
837	SW SVB Wealth Boston, Massachusetts	$69K	+$79.1K	1	0%	New
838	AAM Auxier Asset Management Aurora, Oregon	$66K	-$1.46K	1	0.01%	Reduced
839	HWA HCR Wealth Advisors Los Angeles, California	$66K	-$39	1	0.01%	Reduced
840	Spire Wealth Management Mclean, Virginia	$66K	-$79.9K	2	0%	Reduced
841	Balentine LLC Atlanta, Georgia	$65K	+$73.4K	1	0%	New
842	CCA Checchi Capital Advisers Beverly Hills, California	$65K	$0	1	0.01%	Maintained
843	Valeo Financial Advisors Carmel, Indiana	$65K	+$2.08K	1	0%	Increased
844	OWA Octavia Wealth Advisors Cincinnati, Ohio	$64K	+$72.5K	1	0.02%	New
845	Quantinno Capital Management New York	$63K	-$222K	1	0.01%	Reduced
846	AWC Abundance Wealth Counselors State College, Pennsylvania	$61K	+$1.02K	1	0.02%	Increased
847	BFA Beacon Financial Advisory Cleveland, Ohio	$61K	+$175	1	0.04%	Increased
848	Csenge Advisory Group Clearwater, Florida	$61K	+$69K	1	0.01%	New
849	EverSource Wealth Advisors Birmingham, Alabama	$61K	-$31.1K	4	0.01%	Reduced
850	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$61K	+$19.4K	1	0.01%	Increased