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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	Independent Advisor Alliance Charlotte, North Carolina	$61.8K	-$190K	1	0%	Reduced
927	DWM Drive Wealth Management Lehi, Utah	$60.4K	+$247	1	0.02%	Increased
928	APG Abacus Planning Group Columbia, South Carolina	$59.9K	$0	1	0.01%	Maintained
929	MassMutual Private Wealth & Trust Windsor, Connecticut	$59.6K	+$3.66K	4	0%	Increased
930	Bleakley Financial Group Fairfield, New Jersey	$59.3K	+$12.9K	1	0%	Increased
931	Huntington National Bank Columbus, Ohio	$58.5K	+$5.77K	8	0%	Increased
932	WhitTier Trust Company Reno, Nevada	$58.1K	+$12.7K	3	0%	Increased
933	GM GeoWealth Management Chicago, Illinois	$57.9K	-$8.59K	5	0%	Reduced
934	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$56.6K	-$354K	1	0.01%	Reduced
935	CoreCap Advisors Southfield, Michigan	$56.3K	+$38.3K	4	0%	Increased
936	Stock Yards Bank & Trust Louisville, Kentucky	$56.3K	$0	1	0%	Maintained
937	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$55.3K	-$405	1	0.01%	Reduced
938	RTC Riverview Trust Company Vancouver, Washington	$55.3K	+$448	2	0.05%	Increased
939	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$54.5K	-$4	1	0.03%	Reduced
940	HC Hara Capital Bellevue, Washington	$54.2K	$0	1	0.03%	Maintained
941	VCM Versant Capital Management Phoenix, Arizona	$54.1K	+$749	5	0.01%	Increased
942	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$53.7K	+$37.7K	1	0%	New
943	FCMT Founders Capital Management (Texas) Houston, Texas	$53.3K	$0	1	0.03%	Maintained
944	Whittier Trust South Pasadena, California	$52.9K	$0	4	0%	Maintained
945	SL Salomon & Ludwin Richmond, Virginia	$52.7K	+$6.2K	1	0.01%	Increased
946	AIA Alternative Investment Advisors Maitland, Florida	$52.6K	$0	1	0.03%	Maintained
947	NCM Northside Capital Management Hood River, Oregon	$52.4K	$0	1	0.01%	Maintained
948	VWM Vigilare Wealth Management Scottsdale, Arizona	$52.4K	$0	1	0.02%	Maintained
949	EI Ellevest Inc New York	$52.3K	+$48.4K	1	0%	New
950	KP Keel Point Huntsville, Alabama	$52.2K	$0	1	0%	Maintained