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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	SWM Silverlake Wealth Management Williston, Vermont	$49.1K	+$9.58K	1	0.02%	Increased
927	SWS SYSTM Wealth Solutions Chicago, Illinois	$49K	$0	2	0.01%	Maintained
928	HI Hoey Investments Coatesville, Pennsylvania	$48.9K	-$39.1K	3	0.01%	Reduced
929	Stock Yards Bank & Trust Louisville, Kentucky	$48.7K	$0	1	0%	Maintained
930	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$48.2K	-$591	1	0.01%	Reduced
931	SWM Sugarloaf Wealth Management Duluth, Georgia	$48K	-$18K	2	0.01%	Reduced
932	SSB Sandy Spring Bank Olney, Maryland	$47.9K	+$16.1K	3	0%	Increased
933	Scotia Capital Toronto, Ontario, Canada	$47.5K	-$48.7K	1	0%	Reduced
934	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$47.2K	$0	1	0.03%	Maintained
935	KP Keel Point Huntsville, Alabama	$47K	+$44.1K	1	0%	New
936	HC Hara Capital Bellevue, Washington	$46.9K	$0	1	0.03%	Maintained
937	MCF Advisors Covington, Kentucky	$46.7K	+$14.3K	4	0%	Increased
938	FAM Formidable Asset Management Cincinnati, Ohio	$46.6K	-$33.8K	1	0.01%	Reduced
939	MWP Madison Wealth Partners Madison, Wisconsin	$45.6K	+$55.8K	1	0.02%	New
940	AIA Alternative Investment Advisors Maitland, Florida	$45.5K	$0	1	0.03%	Maintained
941	NCM Northside Capital Management Hood River, Oregon	$45.4K	$0	1	0.01%	Maintained
942	VWM Vigilare Wealth Management Scottsdale, Arizona	$45.4K	$0	1	0.02%	Maintained
943	BIP Wealth Atlanta, Georgia	$44.9K	$0	1	0%	Maintained
944	Laird Norton Wetherby Trust Company Seattle, Washington	$44.5K	$0	1	0.01%	Maintained
945	AAM Auxier Asset Management Aurora, Oregon	$44.4K	-$370	1	0.01%	Reduced
946	KA KLCM Advisors Milwaukee, Wisconsin	$44.3K	-$2.61K	1	0.01%	Reduced
947	Whittier Trust South Pasadena, California	$44.2K	-$16.6K	4	0%	Reduced
948	RT Rockland Trust Hanover, Massachusetts	$44.1K	$0	1	0%	Maintained
949	TWD True Wealth Design Akron, Ohio	$44.1K	+$225	3	0.01%	Increased
950	VCM Versant Capital Management Phoenix, Arizona	$44K	+$5.13K	4	0.01%	Increased