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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
976	Dynamic Advisor Solutions Phoenix, Arizona	$42K	+$44.5K	1	0%	New
977	LWM Liberty Wealth Management Oakland, California	$42K	$0	1	0.02%	Maintained
978	PAM Peak Asset Management Louisville, Colorado	$42K	-$3.86K	1	0.01%	Reduced
979	RWB RMR Wealth Builders Montclair, New Jersey	$42K	+$121	2	0.01%	Increased
980	TNA True North Advisors Dallas, Texas	$42K	+$2.09K	1	0.01%	Increased
981	JIP Jaffetilchin Investment Partners Tampa, Florida	$41K	+$43K	1	0%	New
982	T TOBAM Paris, France	$41K	$0	1	0%	Maintained
983	BWM BCS Wealth Management Johnson City, Tennessee	$40K	+$41.7K	1	0.02%	New
984	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$40K	$0	1	0%	Maintained
985	FF FourThought Financial Venice, Florida	$40K	-$23K	3	0.01%	Reduced
986	GA Gateway Advisory Westfield, New Jersey	$40K	+$41.7K	1	0.01%	New
987	JWM JGP Wealth Management Bend, Oregon	$40K	$0	1	0.01%	Maintained
988	OGF Orin Green Financial San Diego, California	$40K	$0	1	0.03%	Maintained
989	PHS Pekin Hardy Strauss Chicago, Illinois	$40K	-$123K	1	0.01%	Reduced
990	SFS Strategic Financial Services Utica, New York	$40K	-$134K	1	0%	Reduced
991	FWM Focused Wealth Management Newburgh, New York	$39K	+$4.32K	3	0.01%	Increased
992	KFS Kelly Financial Services Braintree, Massachusetts	$37.8K	+$292	2	0.02%	Increased
993	FHC First Horizon Corporation Memphis, Tennessee	$37K	-$8.56K	2	0%	Reduced
994	PCG Private Capital Group West Hartford, Connecticut	$35K	+$5.38K	4	0.01%	Increased
995	VCM Versant Capital Management Phoenix, Arizona	$35K	$0	4	0.01%	Maintained
996	WhitTier Trust Company Reno, Nevada	$35K	+$41K	2	0%	Increased
997	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$32K	$0	3	0.02%	Maintained
998	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32K	+$146	1	0.01%	Increased
999	SC Sierra Capital Miami, Florida	$32K	+$32K	2	0.01%	New
1000	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$30K	-$164K	1	0%	Reduced