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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
1026	Wolverine Asset Management Chicago, Illinois	$18K	-$27.2K	2	0%	Reduced
1027	AWM Accel Wealth Management Waverly, Iowa	$17K	$0	3	0.01%	Maintained
1028	Farmers & Merchants Investments Inc Lincoln, Nebraska	$17K	$0	2	0%	Maintained
1029	Prime Capital Investment Advisors Overland Park, Kansas	$17K	+$13.1K	1	0%	Increased
1030	SWA Sutton Wealth Advisors Tampa, Florida	$16.3K	-$391	4	0.01%	Reduced
1031	AP Atwood & Palmer Kansas City, Missouri	$16K	+$16.7K	1	0%	New
1032	HM Payson & Co Portland, Maine	$16K	+$242	2	0%	Increased
1033	PP PrairieView Partners St. Paul, Minnesota	$16K	$0	1	0%	Maintained
1034	RAM Riggs Asset Management Dallas, Pennsylvania	$16K	-$5.66K	1	0%	Reduced
1035	AWC Abundance Wealth Counselors State College, Pennsylvania	$15K	+$15.9K	1	0%	New
1036	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$15K	$0	2	0%	Maintained
1037	CB Community Bank Dewitt, New York	$14K	$0	1	0%	Maintained
1038	GAM Grandview Asset Management Harrisburg, Pennsylvania	$12K	+$11.8K	2	0.01%	New
1039	LC Lindbrook Capital Calabasas, California	$12K	+$1.62K	3	0%	Increased
1040	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	-$1.25K	1	0.01%	Reduced
1041	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$12K	$0	2	0.01%	Maintained
1042	TWM Tradition Wealth Management Edina, Minnesota	$12K	-$3K	1	0%	Reduced
1043	CAC Certified Advisory Corp Altamonte Springs, Florida	$11K	+$11.4K	2	0%	New
1044	PWMG Prestige Wealth Management Group Flemington, New Jersey	$11K	$0	2	0%	Maintained
1045	MCM Manchester Capital Management Manchester, Vermont	$10K	+$1.21K	2	0%	Increased
1046	ACM Allred Capital Management Dallas, Texas	$9.21K	+$10.6K	2	0%	New
1047	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$9K	+$8.42K	1	0%	New
1048	MF Manchester Financial Westlake Village, California	$9K	+$209	2	0%	Increased
1049	ZB Zions Bancorporation Salt Lake City, Utah	$9K	-$835	1	0%	Reduced
1050	FP Financial Perspectives Minneapolis, Minnesota	$8.94K	$0	2	0%	Maintained