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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
1101	FCMT Founders Capital Management (Texas) Houston, Texas	$56.8K	$0	1	0.04%	Maintained
1102	SL Salomon & Ludwin Richmond, Virginia	$56.2K	$0	1	0.01%	Maintained
1103	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$56.1K	$0	1	0.01%	Maintained
1104	BL Bleichroeder LP New York	$55.4K	$0	1	0.01%	Maintained
1105	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$55.1K	$0	2	0.02%	Maintained
1106	HC Hara Capital Bellevue, Washington	$54.9K	$0	1	0.03%	Maintained
1107	RL RPO LLC Stamford, Connecticut	$54.6K	+$74.6K	1	0.05%	New
1108	AIA Alternative Investment Advisors Maitland, Florida	$53.3K	$0	1	0.03%	Maintained
1109	NCM Northside Capital Management Hood River, Oregon	$53.2K	$0	1	0.01%	Maintained
1110	VWM Vigilare Wealth Management Scottsdale, Arizona	$53.2K	$0	1	0.02%	Maintained
1111	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$53K	+$5.71K	4	0.01%	Increased
1112	KP Keel Point Huntsville, Alabama	$52.7K	-$143	1	0%	Reduced
1113	Laird Norton Wetherby Trust Company Seattle, Washington	$52.1K	$0	1	0.01%	Maintained
1114	AAM Auxier Asset Management Aurora, Oregon	$52K	$0	1	0.01%	Maintained
1115	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$51.7K	+$31.1K	5	0.01%	Increased
1116	Waldron Private Wealth Bridgeville, Pennsylvania	$51.4K	+$3.61K	1	0%	Increased
1117	FAM Formidable Asset Management Cincinnati, Ohio	$49.4K	+$49.7K	1	0.01%	New
1118	Csenge Advisory Group Clearwater, Florida	$49.3K	-$46.5K	1	0%	Reduced
1119	WA Wealthstream Advisors New York	$49.2K	+$49.5K	1	0.01%	New
1120	Wedmont Private Capital West Chester, Pennsylvania	$47.5K	+$46.8K	1	0%	New
1121	CFFP Center for Financial Planning Southfied, Michigan	$47.4K	-$2.63K	1	0.01%	Reduced
1122	AWA Arete Wealth Advisors Chicago, Illinois	$47K	$0	1	0%	Maintained
1123	Foundations Investment Advisors Phoenix, Arizona	$45.4K	+$45.6K	1	0%	New
1124	IP Ignite Planners San Clemente, California	$44.8K	$0	1	0.01%	Maintained
1125	JWM JGP Wealth Management Bend, Oregon	$44.6K	-$535	1	0.01%	Reduced