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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
951	HWM HighMark Wealth Management St. Paul, Minnesota	$20K	+$8.62K	3	0.02%	Increased
952	Huntington National Bank Columbus, Ohio	$19K	-$2.17K	2	0%	Reduced
953	Arkadios Wealth Advisors Atlanta, Georgia	$18K	+$7.55K	2	0%	Increased
954	BG Bollard Group Boston, Massachusetts	$18K	$0	1	0%	Maintained
955	AWM Accel Wealth Management Waverly, Iowa	$17K	+$15.6K	3	0.02%	New
956	HM Payson & Co Portland, Maine	$17K	-$3.59K	1	0%	Reduced
957	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16K	$0	2	0%	Maintained
958	NICM Neo Ivy Capital Management New York	$16K	-$744K	1	0.02%	Reduced
959	PP PrairieView Partners St. Paul, Minnesota	$16K	$0	1	0%	Maintained
960	TWM Tradition Wealth Management Edina, Minnesota	$16K	+$12.7K	4	0%	New
961	SWA Sutton Wealth Advisors Tampa, Florida	$15.9K	+$394	5	0.01%	Increased
962	CWA Clearview Wealth Advisors Salem, Oregon	$15K	+$13.9K	1	0.01%	New
963	CB Community Bank Dewitt, New York	$15K	$0	1	0%	Maintained
964	JWM Janiczek Wealth Management Denver, Colorado	$15K	+$9.35K	2	0.01%	Increased
965	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$15K	+$13.5K	2	0.01%	New
966	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$13K	+$11.8K	3	0%	New
967	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$13K	$0	2	0.01%	Maintained
968	CP Corbenic Partners Bethlehem, Pennsylvania	$12K	$0	1	0.01%	Maintained
969	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$12K	$0	4	0.01%	Maintained
970	ICM Islay Capital Management Lubbock, Texas	$12K	-$11.7K	2	0.01%	Reduced
971	SAM S.A. Mason Holland, Michigan	$12K	$0	1	0.01%	Maintained
972	TCI Wealth Advisors Tucson, Arizona	$12K	-$7.65K	4	0.01%	Reduced
973	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$11K	+$8.59K	1	0%	New
974	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$11K	-$708K	1	0.01%	Reduced
975	PWMG Prestige Wealth Management Group Flemington, New Jersey	$11K	$0	2	0%	Maintained