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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	BWP Baldwin Wealth Partners Marion, Massachusetts	$26K	-$128K	1	0%	Reduced
977	FGAM Financial Gravity Asset Management Lakeway, Texas	$26K	+$14.2K	2	0.01%	New
978	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$26K	-$3.82K	5	0.01%	Reduced
979	TWM Tradition Wealth Management Edina, Minnesota	$26K	+$12.7K	2	0%	Increased
980	SWM Sugarloaf Wealth Management Duluth, Georgia	$25K	$0	2	0.01%	Maintained
981	GWS Glassman Wealth Services Vienna, Virginia	$24K	-$1.61K	4	0.01%	Reduced
982	MassMutual Private Wealth & Trust Windsor, Connecticut	$23K	$0	2	0%	Maintained
983	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$22.1K	-$38.6K	2	0%	Reduced
984	AWM Accel Wealth Management Waverly, Iowa	$22K	+$4.62K	3	0.01%	Increased
985	HWM HighMark Wealth Management St. Paul, Minnesota	$21K	-$4.23K	4	0.02%	Reduced
986	RG Retirement Group San Diego, California	$21K	+$19.3K	1	0.01%	New
987	SIM Sonora Investment Management Tucson, Arizona	$21K	-$9.55K	1	0%	Reduced
988	Washington Trust Westerly, Rhode Island	$21K	-$9.6K	2	0%	Reduced
989	CWA Clearview Wealth Advisors Salem, Oregon	$20K	+$4.04K	1	0.01%	Increased
990	Huntington National Bank Columbus, Ohio	$20K	-$5.55K	1	0%	Reduced
991	HM Payson & Co Portland, Maine	$19K	+$3.78K	2	0%	Increased
992	LC Lindbrook Capital Calabasas, California	$19K	+$2.43K	3	0%	Increased
993	SWA Sutton Wealth Advisors Tampa, Florida	$18.2K	$0	4	0.01%	Maintained
994	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$18K	$0	1	0.01%	Maintained
995	Farmers & Merchants Investments Inc Lincoln, Nebraska	$18K	$0	2	0%	Maintained
996	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$18K	+$5.31K	3	0.01%	Increased
997	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$17K	$0	2	0%	Maintained
998	MAM Meeder Asset Management Dublin, Ohio	$17K	-$348K	5	0%	Reduced
999	RAM Riggs Asset Management Dallas, Pennsylvania	$17K	$0	1	0%	Maintained
1000	SCA Stonebridge Capital Advisors St Paul, Minnesota	$17K	-$6.2K	3	0%	Reduced