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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	Allworth Financial Folsom, California	$49.3K	-$5.71K	6	0%	Reduced
877	SWM Silverlake Wealth Management Williston, Vermont	$49.3K	$0	1	0.03%	Maintained
878	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$49.2K	-$61.4K	1	0%	Reduced
879	PAM Peak Asset Management Louisville, Colorado	$48.7K	$0	1	0.01%	Maintained
880	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$48.5K	+$34K	2	0.02%	Increased
881	SW SVB Wealth Boston, Massachusetts	$48K	-$27.3K	1	0%	Reduced
882	AIM Arcadia Investment Management Kalamazoo, Michigan	$47.9K	+$47.5K	1	0.01%	New
883	RFA Resurgent Financial Advisors Atlanta, Georgia	$47.8K	-$98.2K	1	0.03%	Reduced
884	IP Ignite Planners San Clemente, California	$47.3K	+$46.1K	1	0.02%	New
885	T TCWP Beachwood, Ohio	$46.7K	+$46.5K	1	0.01%	New
886	OGF Orin Green Financial San Diego, California	$46.4K	$0	1	0.03%	Maintained
887	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$46.4K	$0	1	0.01%	Maintained
888	EWM Endurance Wealth Management Providence, Rhode Island	$46K	$0	1	0.01%	Maintained
889	VC Veery Capital Wilmington, Delaware	$45.3K	$0	1	0.03%	Maintained
890	SAM S.A. Mason Holland, Michigan	$44.3K	$0	1	0.03%	Maintained
891	AIC Archer Investment Corporation Carmel, Indiana	$44K	-$2.09K	2	0.02%	Reduced
892	IRC Investors Research Corp Atlanta, Georgia	$43.6K	$0	4	0.01%	Maintained
893	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$43.4K	$0	3	0.02%	Maintained
894	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$43.4K	-$41.5K	2	0%	Reduced
895	AWG Altus Wealth Group Colorado Springs, Colorado	$43.1K	-$46.2K	1	0.03%	Reduced
896	PCS Personal CFO Solutions Chester, New Jersey	$43.1K	$0	1	0.01%	Maintained
897	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$42.8K	$0	3	0.01%	Maintained
898	Harbour Investments Madison, Wisconsin	$42.1K	-$1.89K	5	0%	Reduced
899	Gradient Investments Arden Hills, Minnesota	$41.9K	-$2.25K	2	0%	Reduced
900	CSB City State Bank Norwalk, Iowa	$41K	$0	1	0.03%	Maintained