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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	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$48K	$0	2	0.02%	Maintained
902	PCS Personal CFO Solutions Chester, New Jersey	$47.3K	+$501	1	0.01%	Increased
903	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$47.1K	+$45.9K	1	0.01%	New
904	RTC Riverview Trust Company Vancouver, Washington	$47.1K	+$43.5K	1	0.04%	New
905	Atomi Financial Group New York	$46.6K	+$46.9K	1	0%	New
906	LC Lindbrook Capital Calabasas, California	$46.5K	+$9.27K	7	0%	Increased
907	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$46.1K	$0	1	0.01%	Maintained
908	Stock Yards Bank & Trust Louisville, Kentucky	$45.6K	$0	1	0%	Maintained
909	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$44.2K	+$2.41K	1	0.02%	Increased
910	PPC Park Place Capital Homewood, Alabama	$44.1K	-$69.5K	3	0.02%	Reduced
911	Blue Trust Inc Alpharetta, Georgia	$44K	-$9.09K	5	0%	Reduced
912	KA KLCM Advisors Milwaukee, Wisconsin	$44K	-$4	1	0.01%	Reduced
913	HC Hara Capital Bellevue, Washington	$43.9K	$0	1	0.03%	Maintained
914	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$43.3K	+$889	1	0.03%	Increased
915	NCM Northside Capital Management Hood River, Oregon	$42.5K	$0	1	0.01%	Maintained
916	VWM Vigilare Wealth Management Scottsdale, Arizona	$42.5K	$0	1	0.02%	Maintained
917	KC Knuff & Co Foster City, California	$42.4K	+$38.4K	1	0.01%	New
918	AIA Alternative Investment Advisors Maitland, Florida	$42.1K	$0	1	0.03%	Maintained
919	CFG CKW Financial Group Honolulu, Hawaii	$42K	$0	1	0.01%	Maintained
920	AAM Auxier Asset Management Aurora, Oregon	$41.9K	-$3.91K	1	0.01%	Reduced
921	Laird Norton Wetherby Trust Company Seattle, Washington	$41.6K	$0	1	0.01%	Maintained
922	Bartlett & Co Wealth Management Cincinnati, Ohio	$41.5K	-$224K	2	0%	Reduced
923	ES Eagle Strategies New York	$41.4K	+$41.6K	1	0.01%	New
924	OP ORG Partners Roanoke, Indiana	$40.3K	-$368K	1	0.08%	Reduced
925	CSB City State Bank Norwalk, Iowa	$40K	$0	1	0.02%	Maintained