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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
851	VC Veery Capital Wilmington, Delaware	$47K	$0	1	0.02%	Maintained
852	FA Fiduciary Alliance Greenville, South Carolina	$46.9K	-$8.21K	1	0.01%	Reduced
853	U.S. Capital Wealth Advisors Austin, Texas	$46.6K	+$12	1	0%	Increased
854	SW SVB Wealth Boston, Massachusetts	$46.3K	+$48.8K	1	0%	New
855	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$46.2K	+$3.55K	1	0.05%	Increased
856	OL Optas LLC Austin, Texas	$45.9K	+$7.48K	1	0.02%	Increased
857	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$45.2K	-$41.3K	1	0%	Reduced
858	AIA Alternative Investment Advisors Maitland, Florida	$45K	+$47.5K	1	0.03%	New
859	NCM Northside Capital Management Hood River, Oregon	$44.9K	$0	1	0.01%	Maintained
860	VWM Vigilare Wealth Management Scottsdale, Arizona	$44.9K	$0	1	0.03%	Maintained
861	Sigma Planning Corp Ann Arbor, Michigan	$44.9K	+$47.3K	1	0%	New
862	PCS Personal CFO Solutions Chester, New Jersey	$44.7K	$0	1	0.01%	Maintained
863	IRC Investors Research Corp Atlanta, Georgia	$44.1K	$0	3	0.01%	Maintained
864	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$43.6K	$0	3	0.01%	Maintained
865	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$43.3K	+$4.43K	5	0%	Increased
866	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$42.9K	$0	2	0.02%	Maintained
867	Optiver Holding Amsterdam, Netherlands	$42.9K	-$71.2M	2	0%	Reduced
868	Park National Corp Newark, Ohio	$42.2K	$0	1	0%	Maintained
869	RCM Radnor Capital Management Wayne, Pennsylvania	$42K	$0	1	0.01%	Maintained
870	JFA JNBA Financial Advisors Bloomington, Minnesota	$41.8K	$0	1	0.01%	Maintained
871	EVM Evelyn V. Moreno	$41.7K	$0	1	0.01%	Maintained
872	Lincoln National Corp Radnor, Pennsylvania	$41.6K	-$300	1	0%	Reduced
873	GGI Godsey & Gibb Inc Richmond, Virginia	$41.2K	-$2.41K	2	0.01%	Reduced
874	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$40.8K	+$3.18K	1	0.02%	Increased
875	SWM Sugarloaf Wealth Management Duluth, Georgia	$40.5K	+$26.7K	2	0.01%	Increased