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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
926	PineBridge Investments New York	$31.4K	+$29.9K	1	0%	New
927	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$31K	+$18.5K	2	0.01%	Increased
928	Harbour Investments Madison, Wisconsin	$30.8K	-$14.3K	4	0%	Reduced
929	GEA Glen Eagle Advisors Kingston, New Jersey	$30.1K	+$655	1	0.01%	Increased
930	CFO CVA Family Office Denver, Colorado	$29.2K	+$2.27K	4	0.01%	Increased
931	WIM WealthPlan Investment Management Omaha, Nebraska	$29.1K	+$28.3K	2	0.01%	New
932	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$28.8K	-$16.3K	2	0.01%	Reduced
933	Baker Avenue Asset Management San Francisco, California	$28.7K	+$14.8K	3	0%	Increased
934	BWM BerganKDV Wealth Management Bloomington, Minnesota	$28.7K	$0	3	0%	Maintained
935	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$28K	-$403	2	0.03%	Reduced
936	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$27.4K	-$2.83K	1	0.01%	Reduced
937	CFG CKW Financial Group Honolulu, Hawaii	$27K	$0	1	0%	Maintained
938	ICM Islay Capital Management Lubbock, Texas	$26.5K	$0	1	0.03%	Maintained
939	OCM Orion Capital Management Coronado, California	$26.1K	+$24.8K	1	0.02%	New
940	GWS Glassman Wealth Services Vienna, Virginia	$24.8K	-$663	5	0%	Reduced
941	AWM AllSquare Wealth Management Albany, New York	$24.3K	$0	1	0.02%	Maintained
942	BHWM Beaird Harris Wealth Management Dallas, Texas	$23K	-$11.8K	1	0%	Reduced
943	FCMT Founders Capital Management (Texas) Houston, Texas	$23K	$0	1	0.02%	Maintained
944	TF Tompkins Financial Ithaca, New York	$22.6K	-$5.58K	2	0%	Reduced
945	SWM Sugarloaf Wealth Management Duluth, Georgia	$21.6K	$0	2	0.01%	Maintained
946	Antipodes Partners Royal Exchange, Australia	$21K	+$28.6K	1	0%	New
947	TCI Wealth Advisors Tucson, Arizona	$20.7K	+$1K	6	0%	Increased
948	VCM Versant Capital Management Phoenix, Arizona	$20.6K	+$7.47K	6	0.01%	Increased
949	WhitTier Trust Company Reno, Nevada	$20.5K	-$2.64K	2	0%	Reduced
950	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$20.4K	+$2.05K	5	0%	Increased