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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	CCA Checchi Capital Advisers Beverly Hills, California	$70.8K	$0	1	0.01%	Maintained
827	RCM Radnor Capital Management Wayne, Pennsylvania	$70K	$0	1	0.02%	Maintained
828	BIG Builder Investment Group Atlanta, Georgia	$69.6K	+$69.2K	1	0.03%	New
829	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$69.6K	+$69.2K	1	0.05%	New
830	OWA Octavia Wealth Advisors Cincinnati, Ohio	$69.2K	$0	1	0.02%	Maintained
831	CT Colonial Trust Spartanburg, South Carolina	$69.2K	+$61.4K	1	0.02%	New
832	OA Operose Advisors Milwaukee, Wisconsin	$68.8K	$0	1	0.04%	Maintained
833	JFA JNBA Financial Advisors Bloomington, Minnesota	$67.6K	$0	2	0.01%	Maintained
834	BFA Beacon Financial Advisory Cleveland, Ohio	$66.9K	+$171	1	0.05%	Increased
835	AAM Auxier Asset Management Aurora, Oregon	$66.4K	-$5.3K	1	0.01%	Reduced
836	Csenge Advisory Group Clearwater, Florida	$65.7K	-$152	1	0.01%	Reduced
837	Whittier Trust South Pasadena, California	$65.4K	-$5.13M	4	0%	Reduced
838	TB Terril Brothers St. Louis, Missouri	$65K	$0	1	0.03%	Maintained
839	LCS Levin Capital Strategies New York	$64.8K	$0	1	0.01%	Maintained
840	RT Rockland Trust Hanover, Massachusetts	$64K	-$105K	1	0%	Reduced
841	Vise Technologies New York	$63.9K	-$64.7K	1	0.02%	Reduced
842	APG Abacus Planning Group Columbia, South Carolina	$63.6K	$0	1	0.02%	Maintained
843	Edmond de Rothschild Holding Chambesy, Switzerland	$63.1K	$0	1	0%	Maintained
844	AWC Abundance Wealth Counselors State College, Pennsylvania	$63K	-$3.22K	1	0.02%	Reduced
845	VWM Vigilare Wealth Management Scottsdale, Arizona	$62.7K	+$18	1	0.04%	Increased
846	First Horizon Advisors Memphis, Tennessee	$62.6K	+$1.78K	6	0%	Increased
847	Park National Corp Newark, Ohio	$62K	+$5.87K	1	0%	Increased
848	GWP Gateway Wealth Partners Appleton, Wisconsin	$62K	+$102K	1	0.01%	New
849	Journey Strategic Wealth Summit, New Jersey	$61.8K	+$61.4K	1	0.01%	New
850	MTC McDaniel Terry & Co Austin, Texas	$61K	$0	1	0.01%	Maintained