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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	SWA Sutton Wealth Advisors Tampa, Florida	$17.2K	+$828	4	0.01%	Increased
977	JWM Janiczek Wealth Management Denver, Colorado	$17K	+$4.35K	3	0.01%	Increased
978	LWM Liberty Wealth Management Oakland, California	$17K	+$215	2	0.01%	Increased
979	AWM Accel Wealth Management Waverly, Iowa	$16K	-$4.61K	3	0.01%	Reduced
980	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$16K	$0	2	0.01%	Maintained
981	SCA Stonebridge Capital Advisors St Paul, Minnesota	$16K	-$35	3	0%	Reduced
982	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$16K	+$14.6K	1	0.01%	Increased
983	ACA Atlas Capital Advisors Jackson, Wyoming	$15.8K	+$8.14K	2	0%	Increased
984	LFF Level Four Financial Dallas, Texas	$15K	$0	1	0.01%	Maintained
985	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$15K	$0	3	0%	Maintained
986	TCWM Total Clarity Wealth Management St. Charles, Illinois	$15K	+$16.5K	1	0.01%	New
987	CPC Consolidated Planning Corp Atlanta, Georgia	$14K	+$14.5K	1	0.01%	New
988	LPWM Lake Point Wealth Management Rockwall, Texas	$14K	$0	2	0.01%	Maintained
989	RAM Riggs Asset Management Dallas, Pennsylvania	$14K	$0	1	0%	Maintained
990	GWSG GPS Wealth Strategies Group Centennial, Colorado	$13K	$0	2	0%	Maintained
991	HM Payson & Co Portland, Maine	$13K	$0	2	0%	Maintained
992	VNA Valley National Advisers Bethlehem, Pennsylvania	$13K	-$4.66K	2	0%	Reduced
993	BWP Baldwin Wealth Partners Marion, Massachusetts	$12K	-$9.06K	1	0%	Reduced
994	CB Community Bank Dewitt, New York	$12K	$0	1	0%	Maintained
995	GCM Gables Capital Management Miami, Florida	$12K	$0	1	0.01%	Maintained
996	Jones Financial Companies Des Peres, Missouri	$12K	-$587	2	0%	Reduced
997	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
998	NL NVWM LLC Yardley, Pennsylvania	$12K	+$5.45K	2	0%	Increased
999	PWMG Prestige Wealth Management Group Flemington, New Jersey	$12K	$0	2	0%	Maintained
1000	ZB Zions Bancorporation Salt Lake City, Utah	$12K	$0	1	0%	Maintained