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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
901	RA Rational Advisors Huntington, New York	$16K	+$14.9K	1	0.01%	New
902	WCG Weaver Consulting Group Huntington Beach, California	$16K	+$8.38K	2	0.01%	Increased
903	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$15K	+$4.12K	3	0.01%	Increased
904	LWM Liberty Wealth Management Oakland, California	$15K	+$12.3K	1	0.01%	Increased
905	SWA Sutton Wealth Advisors Tampa, Florida	$14.7K	+$10.6K	4	0.01%	Increased
906	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$14K	$0	2	0.01%	Maintained
907	RAM Riggs Asset Management Dallas, Pennsylvania	$14K	$0	1	0.01%	Maintained
908	SAM S.A. Mason Holland, Michigan	$14K	+$11.9K	1	0.01%	New
909	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$14K	-$57	2	0.01%	Reduced
910	CFGS Concourse Financial Group Securities Birmingham, Alabama	$13K	-$891	2	0%	Reduced
911	EWM Edge Wealth Management New York	$13K	$0	2	0%	Maintained
912	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$13K	$0	2	0.01%	Maintained
913	Gradient Investments Arden Hills, Minnesota	$12K	-$2.72K	2	0%	Reduced
914	TCI Wealth Advisors Tucson, Arizona	$12K	+$153	4	0.01%	Increased
915	AIC Archer Investment Corporation Carmel, Indiana	$11.4K	-$917	1	0.01%	Reduced
916	FIA FNY Investment Advisers New York	$11K	-$698K	2	0.01%	Reduced
917	FWM FSA Wealth Management Needham, Massachusetts	$11K	$0	1	0.01%	Maintained
918	HMS Hanseatic Management Services Albuquerque, New Mexico	$11K	+$9.69K	1	0.01%	New
919	Balentine LLC Atlanta, Georgia	$10K	+$8.82K	1	0%	New
920	PWMG Prestige Wealth Management Group Flemington, New Jersey	$10K	$0	2	0%	Maintained
921	PW Price Wealth Austin, Texas	$10K	+$9.15K	1	0%	New
922	ZB Zions Bancorporation Salt Lake City, Utah	$10K	+$1.83K	1	0%	Increased
923	CB Community Bank Dewitt, New York	$9K	$0	1	0%	Maintained
924	HWM HighMark Wealth Management St. Paul, Minnesota	$9K	+$5.77K	2	0.01%	Increased
925	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$9K	+$8.35K	2	0%	New