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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	AWA Authentikos Wealth Advisory Morgan Hill, California	$4.64K	+$5.22K	3	0%	New
977	Credit Agricole Montrouge Cedex, France	$4.52K	-$35.2K	1	0%	Reduced
978	HWA HHM Wealth Advisors Chattanooga, Tennessee	$4.18K	$0	1	0%	Maintained
979	VWM Valley Wealth Managers Paramus, New Jersey	$4.11K	$0	1	0%	Maintained
980	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.07K	$0	1	0%	Maintained
981	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$4.06K	-$416	2	0%	Reduced
982	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$4.03K	$0	2	0%	Maintained
983	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$4K	$0	2	0%	Maintained
984	SIC SJS Investment Consulting Sylvania, Ohio	$3.96K	+$247	4	0%	Increased
985	CCC Chelsea Counsel Company Los Angeles, California	$3.92K	$0	1	0%	Maintained
986	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3.82K	$0	1	0%	Maintained
987	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$3.74K	+$3.94K	1	0%	New
988	FP Financial Perspectives Minneapolis, Minnesota	$3.69K	$0	2	0%	Maintained
989	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$3.6K	$0	2	0%	Maintained
990	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.44K	$0	1	0%	Maintained
991	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$3.35K	$0	1	0%	Maintained
992	TFG Team Financial Group Temecula, California	$3.26K	+$4.11K	1	0%	New
993	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.22K	-$572	1	0%	Reduced
994	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3.2K	+$1.01K	2	0%	Increased
995	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3.14K	-$1.37K	3	0%	Reduced
996	Bank Julius Baer & Co Zurich, Switzerland	$3K	-$45.7K	1	0%	Reduced
997	CA Centerpoint Advisors Needham, Massachusetts	$3K	$0	1	0%	Maintained
998	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	$0	1	0%	Maintained
999	GBT Grove Bank & Trust Miami, Florida	$2.98K	$0	2	0%	Maintained
1000	RWM Raffa Wealth Management Washington, District of Columbia	$2.91K	$0	1	0%	Maintained