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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	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$43.7K	-$125K	5	0%	Reduced
877	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$43.6K	+$2.95K	3	0.01%	Increased
878	SWM Silverlake Wealth Management Williston, Vermont	$43.3K	-$80	1	0.02%	Reduced
879	KIG Kennedy Investment Group West Depford, New Jersey	$43.2K	+$211	1	0.03%	Increased
880	OL Optas LLC Austin, Texas	$43.2K	-$736	1	0.01%	Reduced
881	IRC Investors Research Corp Atlanta, Georgia	$42.8K	$0	3	0.01%	Maintained
882	RFN Redwood Financial Network Solon, Ohio	$42.7K	+$80	1	0.04%	Increased
883	DWM Drive Wealth Management Lehi, Utah	$42.3K	+$43K	1	0.02%	New
884	EWM Executive Wealth Management Brighton, Michigan	$42.3K	+$43K	1	0%	New
885	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$42.1K	+$42.8K	1	0.02%	New
886	EWM Endurance Wealth Management Providence, Rhode Island	$42K	$0	1	0.01%	Maintained
887	WP WealthPLAN Partners Omaha, Nebraska	$41.9K	$0	4	0.01%	Maintained
888	EverSource Wealth Advisors Birmingham, Alabama	$41.8K	-$70.8K	3	0%	Reduced
889	OGF Orin Green Financial San Diego, California	$41.6K	$0	1	0.02%	Maintained
890	BAM Brave Asset Management Summit, New Jersey	$41.6K	$0	1	0.01%	Maintained
891	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$41.6K	$0	1	0%	Maintained
892	SouthState Corp Winter Haven, Florida	$41.6K	+$42.3K	1	0%	New
893	IP Ignite Planners San Clemente, California	$41.6K	+$85	1	0.02%	Increased
894	Credit Agricole Montrouge Cedex, France	$40.3K	$0	2	0%	Maintained
895	BOK Financial Tulsa, Oklahoma	$39.8K	-$83K	1	0%	Reduced
896	GEA Glen Eagle Advisors Kingston, New Jersey	$39.6K	+$13K	2	0.01%	Increased
897	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$39.5K	+$918	3	0.01%	Increased
898	TI TTP Investments San Jose, California	$39.2K	-$76.6K	1	0.03%	Reduced
899	Antipodes Partners Royal Exchange, Australia	$39K	$0	1	0%	Maintained
900	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$38.7K	-$76.8K	1	0.01%	Reduced