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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	SSB Sandy Spring Bank Olney, Maryland	$72K	-$15.6K	2	0%	Reduced
902	VWM Vigilare Wealth Management Scottsdale, Arizona	$72K	+$1.21K	1	0.04%	Increased
903	WQ Wealth Quarterback Toms River, New Jersey	$72K	+$65.4K	4	0.04%	New
904	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$71K	-$10.3K	5	0.05%	Reduced
905	GAM Gemmer Asset Management Walnut Creek, California	$70K	-$128	5	0.01%	Reduced
906	MTC McDaniel Terry & Co Austin, Texas	$69K	$0	1	0.01%	Maintained
907	Stock Yards Bank & Trust Louisville, Kentucky	$69K	$0	1	0%	Maintained
908	Annex Advisory Services Brookfield, Wisconsin	$68K	-$4.83K	1	0.01%	Reduced
909	ASW Astoria Strategic Wealth Conroe, Texas	$68K	+$80.4K	1	0.03%	New
910	IFWM Institute for Wealth Management Denver, Colorado	$67K	$0	1	0.01%	Maintained
911	Altshuler Shaham Tel Aviv, Israel	$66K	+$61.5K	1	0%	New
912	AI Atom Investors Austin, Texas	$66K	-$23.1K	1	0.01%	Reduced
913	Benjamin F. Edwards & Company St. Louis, Missouri	$66K	+$2.23K	3	0%	Increased
914	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$64K	$0	3	0.03%	Maintained
915	Level Four Advisory Services Dallas, Texas	$64K	-$297K	1	0%	Reduced
916	NCM Northside Capital Management Hood River, Oregon	$64K	$0	1	0.02%	Maintained
917	CH Canton Hathaway Providence, Rhode Island	$63K	-$875K	1	0.02%	Reduced
918	Kingsview Wealth Management Grants Pass, Oregon	$62K	+$2.41K	1	0%	Increased
919	Bank of Nova Scotia Toronto, Ontario, Canada	$61K	-$19K	1	0%	Reduced
920	Buckingham Strategic Wealth Clayton, Missouri	$61K	-$13.1K	1	0%	Reduced
921	FHA Flagship Harbor Advisors Boston, Massachusetts	$61K	$0	1	0.01%	Maintained
922	APG Abacus Planning Group Columbia, South Carolina	$60K	$0	1	0.02%	Maintained
923	EWM Endurance Wealth Management Providence, Rhode Island	$60K	-$16.9K	1	0.01%	Reduced
924	Harvest Fund Management Beijing, China	$60K	$0	2	0.01%	Maintained
925	WPW Warther Private Wealth Akron, Ohio	$60K	+$53.6K	1	0.06%	New