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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	HWA HCR Wealth Advisors Los Angeles, California	$64.5K	$0	1	0.01%	Maintained
827	CT Colonial Trust Spartanburg, South Carolina	$64.4K	+$8.74K	1	0.02%	Increased
828	MTC McDaniel Terry & Co Austin, Texas	$64K	-$533	1	0.01%	Reduced
829	OWA Octavia Wealth Advisors Cincinnati, Ohio	$63.8K	+$1.8K	1	0.01%	Increased
830	OIA Optimum Investment Advisors Chicago, Illinois	$63K	$0	2	0.03%	Maintained
831	Zacks Investment Management Chicago, Illinois	$63K	+$64K	1	0%	New
832	KFS Kelly Financial Services Braintree, Massachusetts	$62.6K	+$6.23K	5	0.03%	Increased
833	BIG Builder Investment Group Atlanta, Georgia	$62.4K	$0	1	0.02%	Maintained
834	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$62.4K	$0	1	0.04%	Maintained
835	Bank Julius Baer & Co Zurich, Switzerland	$62K	+$45.1K	1	0%	New
836	Blue Trust Inc Alpharetta, Georgia	$62K	-$111K	5	0%	Reduced
837	Independent Financial Group San Diego, California	$61.6K	-$55	1	0%	Reduced
838	KA KLCM Advisors Milwaukee, Wisconsin	$60.5K	+$9.09K	1	0.01%	Increased
839	BFA Beacon Financial Advisory Cleveland, Ohio	$60.5K	+$503	1	0.03%	Increased
840	FA Fiduciary Alliance Greenville, South Carolina	$60.4K	+$6.2K	2	0.01%	Increased
841	Huntington National Bank Columbus, Ohio	$60.1K	-$9.95K	6	0%	Reduced
842	Csenge Advisory Group Clearwater, Florida	$59.2K	+$207	1	0%	Increased
843	FOA Five Oceans Advisors Santa Monica, California	$58.9K	$0	1	0.04%	Maintained
844	DCM DGS Capital Management Jersey City, New Jersey	$58.8K	+$59.8K	1	0.03%	New
845	DC Diametric Capital Boston, Massachusetts	$58.4K	-$434K	1	0.03%	Reduced
846	TB Terril Brothers St. Louis, Missouri	$58.2K	$0	1	0.03%	Maintained
847	LCS Levin Capital Strategies New York	$58.1K	$0	1	0.01%	Maintained
848	SRC Sage Rhino Capital Menlo Park, California	$57.1K	+$2.02K	1	0.02%	Increased
849	APG Abacus Planning Group Columbia, South Carolina	$57K	-$59	1	0.01%	Reduced
850	IHT Wealth Management Chicago, Illinois	$56.9K	+$57.8K	1	0%	New