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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
1001	HWM HighMark Wealth Management St. Paul, Minnesota	$9.1K	$0	2	0.01%	Maintained
1002	ZB Zions Bancorporation Salt Lake City, Utah	$8.68K	+$2.52K	1	0%	Increased
1003	CAL Capital Advisors Ltd Shaker Heights, Ohio	$8K	+$1.45K	2	0%	Increased
1004	APC Aspire Private Capital Cornelius, North Carolina	$7.87K	+$11	2	0%	Increased
1005	BC Belmont Capital Los Angeles, California	$7.81K	$0	1	0%	Maintained
1006	CB Centennial Bank Conway, Arkansas	$7.81K	$0	1	0%	Maintained
1007	SWA SOA Wealth Advisors New York	$7.35K	-$6.63K	2	0%	Reduced
1008	FRA Front Row Advisors Tiburon, California	$7.27K	+$6.72K	1	0%	New
1009	TIM Tortoise Investment Management White Plains, New York	$7.05K	$0	2	0%	Maintained
1010	Arax Advisory Partners Denver, Colorado	$6.46K	$0	2	0%	Maintained
1011	AIC Archer Investment Corporation Carmel, Indiana	$6.24K	-$1.69K	2	0%	Reduced
1012	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6.18K	$0	1	0%	Maintained
1013	RWPA Richard W. Paul & Associates Novi, Michigan	$6.05K	$0	2	0%	Maintained
1014	HWA HHM Wealth Advisors Chattanooga, Tennessee	$6.03K	$0	1	0%	Maintained
1015	TCM Tradewinds Capital Management Bellingham, Washington	$5.86K	$0	2	0%	Maintained
1016	SC Stephens Consulting Flint, Michigan	$5.31K	$0	1	0%	Maintained
1017	AWM Abound Wealth Management Franklin, Tennessee	$5.24K	+$3.42K	2	0%	Increased
1018	S Sachetta Lynnfield, Massachusetts	$5.24K	$0	3	0%	Maintained
1019	WCM Westend Capital Management Sausalito, California	$5.22K	+$5.32K	1	0%	New
1020	SIC SJS Investment Consulting Sylvania, Ohio	$5.17K	+$916	4	0%	Increased
1021	VWM Venturi Wealth Management Austin, Texas	$4.85K	-$182K	1	0%	Reduced
1022	FFWM Future Financial Wealth Management Cincinnati, Ohio	$4.6K	+$4.62K	1	0%	New
1023	PWMG Prestige Wealth Management Group Flemington, New Jersey	$4.44K	+$880	3	0%	Increased
1024	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.26K	$0	1	0%	Maintained
1025	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$4.25K	$0	2	0%	Maintained