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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	SW SVB Wealth Boston, Massachusetts	$43.9K	-$16.1K	1	0%	Reduced
952	Independent Financial Group San Diego, California	$43.6K	-$11.1K	1	0%	Reduced
953	FCMT Founders Capital Management (Texas) Houston, Texas	$43.5K	$0	1	0.03%	Maintained
954	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$42.6K	-$9.49K	2	0.01%	Reduced
955	JWM Janiczek Wealth Management Denver, Colorado	$41.7K	+$16.9K	2	0.01%	Increased
956	MA Mutual Advisors Omaha, Nebraska	$41.5K	+$39.9K	1	0%	New
957	RAM Ramirez Asset Management New York	$40.7K	-$97K	1	0.01%	Reduced
958	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$40.5K	-$1.83K	1	0%	Reduced
959	OAM Occidental Asset Management Burlingame, California	$40.4K	+$39.6K	1	0.01%	New
960	KIG Kennedy Investment Group West Depford, New Jersey	$40.2K	+$281	1	0.02%	Increased
961	OL Optas LLC Austin, Texas	$40.2K	+$968	1	0.01%	Increased
962	CH Canton Hathaway Providence, Rhode Island	$40K	+$38.9K	1	0.01%	New
963	Arkadios Wealth Advisors Atlanta, Georgia	$40K	+$39.1K	1	0%	New
964	Jones Financial Companies Des Peres, Missouri	$39.8K	+$35.4K	3	0%	Increased
965	SIA Schechter Investment Advisors Birmingham, Michigan	$39.8K	+$38.9K	1	0%	New
966	QC Quent Capital New York	$39.6K	-$486K	3	0%	Reduced
967	RFN Redwood Financial Network Solon, Ohio	$39.5K	+$115	1	0.03%	Increased
968	Bleakley Financial Group Fairfield, New Jersey	$39.2K	+$38.4K	1	0%	New
969	Simplicity Wealth Summit, New Jersey	$39.2K	+$38.4K	1	0%	New
970	IP Ignite Planners San Clemente, California	$39K	$0	1	0.01%	Maintained
971	CSB City State Bank Norwalk, Iowa	$38.9K	+$370	2	0.02%	Increased
972	OGF Orin Green Financial San Diego, California	$37.8K	+$37K	1	0.02%	New
973	PHS Pekin Hardy Strauss Chicago, Illinois	$37.8K	$0	1	0.01%	Maintained
974	PAM Paradigm Asset Management New York	$37.8K	$0	1	0.01%	Maintained
975	WhitTier Trust Company Reno, Nevada	$37.5K	$0	2	0%	Maintained