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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	RTC Riverview Trust Company Vancouver, Washington	$40.1K	$0	1	0.04%	Maintained
877	RFN Redwood Financial Network Solon, Ohio	$39.6K	+$1.26K	1	0.04%	Increased
878	FWM Focused Wealth Management Newburgh, New York	$39.5K	+$30.8K	4	0.01%	Increased
879	KIG Kennedy Investment Group West Depford, New Jersey	$39K	+$209	1	0.02%	Increased
880	CreativeOne Wealth Overland Park, Kansas	$39K	-$5.07K	1	0%	Reduced
881	SWM Silverlake Wealth Management Williston, Vermont	$38.9K	$0	1	0.02%	Maintained
882	EWM Executive Wealth Management Brighton, Michigan	$38.2K	+$201	1	0%	Increased
883	CSB City State Bank Norwalk, Iowa	$38K	$0	1	0.02%	Maintained
884	WA Wealthstream Advisors New York	$37.6K	+$39.7K	1	0.02%	New
885	Gradient Investments Arden Hills, Minnesota	$37.5K	+$1.02K	3	0%	Increased
886	OGF Orin Green Financial San Diego, California	$37.4K	$0	1	0.02%	Maintained
887	Crestwood Advisors Group Boston, Massachusetts	$37.4K	+$39.5K	1	0%	New
888	PAM Paradigm Asset Management New York	$37.4K	+$39.4K	1	0.01%	New
889	IP Ignite Planners San Clemente, California	$35.5K	$0	1	0.01%	Maintained
890	VCM Versant Capital Management Phoenix, Arizona	$34.8K	+$16.8K	6	0.01%	Increased
891	QL Quarry LP New York	$34.2K	+$7.76K	1	0.01%	Increased
892	GEA Glen Eagle Advisors Kingston, New Jersey	$33.3K	-$548	2	0.01%	Reduced
893	CFFP Center for Financial Planning Southfied, Michigan	$32.6K	$0	1	0.01%	Maintained
894	Harbour Investments Madison, Wisconsin	$32.6K	+$6.3K	4	0%	Increased
895	RFG RFP Financial Group Atlanta, Georgia	$32.4K	$0	4	0.01%	Maintained
896	NICM Neo Ivy Capital Management New York	$32K	-$1.02M	1	0.01%	Reduced
897	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$31K	$0	3	0%	Maintained
898	GCM Gladius Capital Management Chicago, Illinois	$30.3K	+$2.52K	1	0%	Increased
899	BL Bleichroeder LP New York	$29.8K	$0	1	0.01%	Maintained
900	PMFA Plante Moran Financial Advisors Southfield, Michigan	$29.2K	-$832	1	0%	Reduced