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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	Kingswood Wealth Advisors San Diego, California	$45.6K	+$45.3K	1	0.01%	New
852	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$45.4K	$0	2	0.02%	Maintained
853	PP Patten & Patten Chattanooga, Tennessee	$45.3K	-$36.3K	1	0%	Reduced
854	CIA Cape Investment Advisory Mcdonough, Georgia	$44.8K	+$30.8K	4	0.02%	Increased
855	AAM Auxier Asset Management Aurora, Oregon	$44.3K	$0	1	0.01%	Maintained
856	Stock Yards Bank & Trust Louisville, Kentucky	$44K	$0	1	0%	Maintained
857	AWC Abundance Wealth Counselors State College, Pennsylvania	$44K	-$2.78K	1	0.01%	Reduced
858	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$43.8K	+$43.4K	1	0.02%	New
859	CAS Coppell Advisory Solutions Coppell, Texas	$43.3K	-$6.11K	5	0.01%	Reduced
860	AMG National Trust Bank Greenwood Village, Colorado	$43.3K	-$933K	1	0%	Reduced
861	MCF Advisors Covington, Kentucky	$42.8K	+$11.4K	3	0%	Increased
862	U.S. Capital Wealth Advisors Austin, Texas	$42.6K	+$51	1	0%	Increased
863	KA KLCM Advisors Milwaukee, Wisconsin	$42.5K	-$7.13K	1	0.01%	Reduced
864	Prime Capital Investment Advisors Overland Park, Kansas	$42.5K	+$42.2K	1	0%	New
865	HC Hara Capital Bellevue, Washington	$42.4K	+$42.1K	1	0.03%	New
866	Stephens Inc Little Rock, Arkansas	$42.4K	-$276K	1	0%	Reduced
867	AIA Alternative Investment Advisors Maitland, Florida	$41.2K	$0	1	0.03%	Maintained
868	NCM Northside Capital Management Hood River, Oregon	$41K	$0	1	0.01%	Maintained
869	VWM Vigilare Wealth Management Scottsdale, Arizona	$41K	$0	1	0.02%	Maintained
870	WWP WR Wealth Planners Columbia, Missouri	$41K	-$455K	1	0.02%	Reduced
871	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$40.9K	-$1.29K	1	0.04%	Reduced
872	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$40.4K	+$3.03K	1	0.02%	Increased
873	Laird Norton Wetherby Trust Company Seattle, Washington	$40.2K	+$39.9K	1	0%	New
874	P Pitcairn Conshohocken, Pennsylvania	$39.1K	+$38.8K	1	0%	New
875	NFA Northwest Financial Advisors Herndon, Virginia	$38.7K	+$32.9K	4	0.03%	New