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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
1076	CWM Compass Wealth Management Guilford, Connecticut	$70.1K	-$4K	1	0.02%	Reduced
1077	AF Advisornet Financial Minnetonka, Minnesota	$69K	-$46.3K	3	0.01%	Reduced
1078	PPW Pasadena Private Wealth Pasadena, California	$68.7K	$0	1	0.01%	Maintained
1079	CSB City State Bank Norwalk, Iowa	$68.3K	$0	2	0.02%	Maintained
1080	HWA HCR Wealth Advisors Los Angeles, California	$68.2K	$0	1	0.01%	Maintained
1081	MTC McDaniel Terry & Co Austin, Texas	$68K	$0	1	0.01%	Maintained
1082	QC Quent Capital New York	$67.9K	+$1.79K	3	0.01%	Increased
1083	SW SVB Wealth Boston, Massachusetts	$67.5K	+$68K	1	0%	New
1084	FCI Financial Counselors Inc Overland Park, Kansas	$67K	-$1.91K	1	0%	Reduced
1085	CFG CKW Financial Group Honolulu, Hawaii	$66K	$0	1	0.01%	Maintained
1086	RTC Riverview Trust Company Vancouver, Washington	$64.5K	$0	2	0.06%	Maintained
1087	Huntington National Bank Columbus, Ohio	$64.3K	-$4.86K	8	0%	Reduced
1088	Whittier Trust South Pasadena, California	$63.7K	$0	4	0%	Maintained
1089	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$63.2K	+$7.98K	1	0.03%	Increased
1090	DWM Drive Wealth Management Lehi, Utah	$63K	+$1.78K	1	0.02%	Increased
1091	Independent Advisor Alliance Charlotte, North Carolina	$62.5K	-$89	1	0%	Reduced
1092	PIM Plato Investment Management Sydney, NSW, Australia	$61.1K	+$45K	1	0%	New
1093	Washington Trust Westerly, Rhode Island	$61.1K	+$50.9K	2	0%	New
1094	APG Abacus Planning Group Columbia, South Carolina	$60.7K	$0	1	0.01%	Maintained
1095	MPW Monterey Private Wealth Monterey, California	$60.6K	+$61K	1	0.02%	New
1096	DC Defender Capital Charlotte, North Carolina	$60.5K	+$45.1K	1	0.02%	New
1097	Capital Advisors Inc Tulsa, Oklahoma	$60.3K	+$60.7K	1	0%	New
1098	KG Kieckhefer Group Mequon, Wisconsin	$59.4K	+$50.2K	1	0.04%	New
1099	Bank Julius Baer & Co Zurich, Switzerland	$58.2K	+$53.1K	1	0%	New
1100	Stock Yards Bank & Trust Louisville, Kentucky	$57K	$0	1	0%	Maintained