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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	Huntington National Bank Columbus, Ohio	$86.3K	+$12.2K	5	0%	Increased
827	GWP Gateway Wealth Partners Appleton, Wisconsin	$85.6K	+$11.2K	1	0.01%	Increased
828	NAS Nicolet Advisory Services Green Bay, Wisconsin	$85.2K	+$24	1	0.01%	Increased
829	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$85.1K	+$79.8K	1	0.02%	New
830	Nomura Asset Management Tokyo, Japan	$84.6K	+$21.6K	3	0%	Increased
831	FMP Financial Management Professionals Austin, Texas	$82K	+$2.76K	3	0.02%	Increased
832	RCM Radnor Capital Management Wayne, Pennsylvania	$78K	$0	1	0.02%	Maintained
833	Independent Advisor Alliance Charlotte, North Carolina	$77.8K	-$3.49K	2	0%	Reduced
834	JFA JNBA Financial Advisors Bloomington, Minnesota	$77.6K	-$186	1	0.01%	Reduced
835	RT Rockland Trust Hanover, Massachusetts	$77.1K	$0	1	0%	Maintained
836	HWA HCR Wealth Advisors Los Angeles, California	$76.1K	$0	1	0.02%	Maintained
837	MTC McDaniel Terry & Co Austin, Texas	$76K	+$10.8K	1	0.01%	Increased
838	GAMCO Investors Greenwich, Connecticut	$75.1K	+$83.3K	1	0%	New
839	VC Vestor Capital Chicago, Illinois	$75K	-$3.39K	1	0.01%	Reduced
840	U.S. Capital Wealth Advisors Austin, Texas	$74.6K	-$59.8K	1	0%	Reduced
841	BIG Builder Investment Group Atlanta, Georgia	$73.7K	$0	1	0.03%	Maintained
842	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$73.7K	$0	1	0.05%	Maintained
843	OWA Octavia Wealth Advisors Cincinnati, Ohio	$73.3K	$0	1	0.02%	Maintained
844	Independent Financial Group San Diego, California	$72.8K	-$50.6K	1	0.01%	Reduced
845	RFA Register Financial Advisors Atlanta, Georgia	$71.6K	-$3.44K	2	0.06%	Reduced
846	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$71.2K	-$12.6K	1	0.01%	Reduced
847	CCA Checchi Capital Advisers Beverly Hills, California	$71.2K	-$3.56K	1	0.01%	Reduced
848	BFA Beacon Financial Advisory Cleveland, Ohio	$70.8K	-$42	1	0.05%	Reduced
849	Whittier Trust South Pasadena, California	$69.7K	-$223	4	0%	Reduced
850	Csenge Advisory Group Clearwater, Florida	$69.7K	+$127	1	0.01%	Increased