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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	NCM Northside Capital Management Hood River, Oregon	$58.9K	$0	1	0.02%	Maintained
877	VWM Vigilare Wealth Management Scottsdale, Arizona	$58.9K	-$7.13K	1	0.03%	Reduced
878	CGL Clarius Group LLC Seattle, Washington	$58.7K	+$3.31K	1	0.01%	Increased
879	Kingsview Wealth Management Grants Pass, Oregon	$57.8K	+$3.81K	1	0%	Increased
880	MHR Matthew Hamilton Rosenberg	$57.4K	$0	2	0.02%	Maintained
881	KFS Kelly Financial Services Braintree, Massachusetts	$57K	+$5	3	0.03%	Increased
882	Spire Wealth Management Mclean, Virginia	$56.9K	+$15.6K	3	0%	Increased
883	Sigma Planning Corp Ann Arbor, Michigan	$56.6K	-$35.6K	1	0%	Reduced
884	GGI Godsey & Gibb Inc Richmond, Virginia	$56.2K	-$5.09K	1	0.01%	Reduced
885	VC Veery Capital Wilmington, Delaware	$55K	$0	1	0.03%	Maintained
886	TFA Toth Financial Advisory Leesburg, Virginia	$54.9K	+$47	3	0.01%	Increased
887	EVM Evelyn V. Moreno	$54.7K	-$367K	1	0.01%	Reduced
888	PCS Personal CFO Solutions Chester, New Jersey	$52.3K	$0	1	0.01%	Maintained
889	AA AlphaQ Advisors Winter Park, Florida	$52.2K	+$50.1K	1	0.04%	New
890	OL Optas LLC Austin, Texas	$51.8K	-$1.71K	1	0.02%	Reduced
891	PAM Peak Asset Management Louisville, Colorado	$51.6K	$0	1	0.01%	Maintained
892	WP WealthPLAN Partners Omaha, Nebraska	$51.3K	+$48.9K	4	0.01%	New
893	SW SVB Wealth Boston, Massachusetts	$51.2K	+$439	1	0%	Increased
894	SWM Silverlake Wealth Management Williston, Vermont	$51.2K	-$943	1	0.03%	Reduced
895	KIG Kennedy Investment Group West Depford, New Jersey	$50.7K	-$4.68K	1	0.03%	Reduced
896	HI Hoey Investments Coatesville, Pennsylvania	$50.6K	+$15K	3	0.02%	Increased
897	RFN Redwood Financial Network Solon, Ohio	$50.3K	+$48.3K	1	0.05%	New
898	GA GoalVest Advisory New York	$49.2K	+$18.8K	2	0.03%	Increased
899	OGF Orin Green Financial San Diego, California	$49.1K	$0	1	0.03%	Maintained
900	BAM Brave Asset Management Summit, New Jersey	$49.1K	+$47.2K	1	0.02%	New