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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	AIA AIMZ Investment Advisors Los Altos, California	$98.9K	$0	1	0.03%	Maintained
1102	NG Novem Group Rochester, New York	$97.4K	+$61.4K	1	0.01%	New
1103	EPW Endeavor Private Wealth Topeka, Kansas	$96.9K	-$4.28K	1	0.05%	Reduced
1104	GGI Godsey & Gibb Inc Richmond, Virginia	$96.4K	$0	2	0.01%	Maintained
1105	CreativeOne Wealth Overland Park, Kansas	$95.2K	+$8.24K	1	0%	Increased
1106	SW Solidarity Wealth Lehi, Utah	$94.1K	$0	1	0.02%	Maintained
1107	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$93.4K	-$51.5K	1	0.05%	Reduced
1108	Moneta Group Investment Advisors St Louis, Missouri	$93K	-$21.1K	1	0%	Reduced
1109	BWM Bernard Wealth Management Royal Oak, Michigan	$92.6K	+$58.3K	1	0.04%	New
1110	MAM Morse Asset Management Darien, Connecticut	$92.6K	+$58.3K	1	0.02%	New
1111	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$91.4K	$0	1	0.05%	Maintained
1112	SSC Syverson Strege & Co West Des Moines, Iowa	$90K	+$89.5K	1	0.02%	New
1113	TPWA Twin Peaks Wealth Advisors Burlingame, California	$89.5K	+$64.5K	7	0.03%	New
1114	HP Haven Private Orlando, Florida	$89K	+$88.5K	1	0.04%	New
1115	WWM Wolff Wiese Magana Carslbad, California	$88.7K	-$4.02K	4	0.05%	Reduced
1116	CT Colonial Trust Spartanburg, South Carolina	$88.5K	-$1.11K	2	0.01%	Reduced
1117	WI WrapManager Inc Mill Valley, California	$87.3K	+$86.9K	1	0.02%	New
1118	Ancora Advisors Cleveland, Ohio	$87K	+$1.41K	3	0%	Increased
1119	BF Brucke Financial Indianapolis, Indiana	$85.2K	+$84.8K	1	0.06%	New
1120	WCA Westover Capital Advisors Wilmington, Delaware	$85K	-$13K	1	0.02%	Reduced
1121	WhitTier Trust Company Reno, Nevada	$84.6K	+$7.35K	4	0%	Increased
1122	Evelyn Partners Investment Management London,	$83.2K	$0	2	0%	Maintained
1123	S Sunpointe St. Louis, Missouri	$83.2K	$0	1	0.03%	Maintained
1124	BPW Bingham Private Wealth San Francisco, California	$82.1K	+$81.7K	1	0.08%	New
1125	PPW Pasadena Private Wealth Pasadena, California	$80.3K	$0	1	0.01%	Maintained