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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
876	RWB RMR Wealth Builders Montclair, New Jersey	$28K	+$23.9K	2	0.03%	New
877	TCM Tradewinds Capital Management Bellingham, Washington	$28K	+$4.97K	5	0.01%	Increased
878	BCA Berman Capital Advisors Atlanta, Georgia	$27K	+$2.78K	6	0.01%	Increased
879	PIMG Patriot Investment Management Group Knoxville, Tennessee	$26.6K	+$25K	3	0%	New
880	FWM Focused Wealth Management Newburgh, New York	$26K	$0	3	0.01%	Maintained
881	TIM Tortoise Investment Management White Plains, New York	$26K	$0	2	0.01%	Maintained
882	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$25K	+$21.5K	1	0.01%	New
883	Huntington National Bank Columbus, Ohio	$25K	-$30.6K	3	0%	Reduced
884	TI tru Independence Portland, Oregon	$25K	+$2.75K	2	0%	Increased
885	Pacer Advisors Malvern, Pennsylvania	$24K	+$1.45K	1	0%	Increased
886	VCM Versant Capital Management Phoenix, Arizona	$23K	-$2.34K	4	0.01%	Reduced
887	KFS Kelly Financial Services Braintree, Massachusetts	$22.2K	+$1.89K	2	0.02%	Increased
888	BFC Bedel Financial Consulting Indianapolis, Indiana	$21K	-$696	3	0.01%	Reduced
889	Procyon Advisors Shelton, Connecticut	$21K	-$1.2K	3	0.01%	Reduced
890	Arax Advisory Partners Denver, Colorado	$20K	+$10.8K	2	0%	Increased
891	Covington Capital Management Los Angeles, California	$19K	$0	1	0%	Maintained
892	PP PrairieView Partners St. Paul, Minnesota	$18K	$0	1	0%	Maintained
893	Allworth Financial Folsom, California	$17K	+$741	2	0%	Increased
894	BG Bollard Group Boston, Massachusetts	$17K	+$16.9K	1	0%	New
895	Farmers & Merchants Investments Inc Lincoln, Nebraska	$17K	$0	2	0%	Maintained
896	LC Lindbrook Capital Calabasas, California	$17K	-$4.43K	3	0.01%	Reduced
897	MassMutual Private Wealth & Trust Windsor, Connecticut	$17K	$0	2	0%	Maintained
898	BFIM Beese Fulmer Investment Management Canton, Ohio	$16K	+$15.2K	1	0%	New
899	NIM NuWave Investment Management Parsippany, New Jersey	$16K	+$14.9K	1	0.02%	New
900	PCG Private Capital Group West Hartford, Connecticut	$16K	-$11.4K	3	0%	Reduced