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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
1151	HWP Highline Wealth Partners Sherman Oaks, California	$8.01K	+$11K	5	0%	New
1152	SWA SOA Wealth Advisors New York	$7.88K	$0	2	0%	Maintained
1153	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$7.38K	$0	2	0%	Maintained
1154	RWM Raffa Wealth Management Washington, District of Columbia	$7.34K	+$891	1	0%	Increased
1155	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$7.03K	$0	1	0%	Maintained
1156	FFWM Future Financial Wealth Management Cincinnati, Ohio	$6.85K	$0	1	0.01%	Maintained
1157	DRP Decker Retirement Planning Levi, Utah	$6.67K	+$9.51K	1	0%	Increased
1158	RFA Reyes Financial Architecture San Diego, California	$6.57K	+$6.55K	2	0%	New
1159	AAG Armstrong Advisory Group Needham, Massachusetts	$6.41K	$0	2	0%	Maintained
1160	TWD True Wealth Design Akron, Ohio	$6.36K	+$2.23K	8	0%	Increased
1161	TCM Tradewinds Capital Management Bellingham, Washington	$6.19K	-$2.36K	1	0%	Reduced
1162	FGAM Financial Gravity Asset Management Lakeway, Texas	$6.04K	+$7.91K	1	0%	New
1163	SIC SJS Investment Consulting Sylvania, Ohio	$5.57K	+$822	5	0%	Increased
1164	TIM Tortoise Investment Management White Plains, New York	$5.52K	$0	2	0%	Maintained
1165	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$5.42K	$0	1	0%	Maintained
1166	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$5.31K	$0	1	0%	Maintained
1167	CFD Creative Financial Designs Kokomo, Indiana	$5.29K	+$6.01K	6	0%	Increased
1168	GWSG GPS Wealth Strategies Group Centennial, Colorado	$4.82K	+$7.46K	1	0%	New
1169	GCM Glynn Capital Management Menlo Park, California	$4.67K	-$4.77K	1	0%	Reduced
1170	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$4.56K	+$4.24K	1	0%	New
1171	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$4.56K	$0	1	0%	Maintained
1172	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$4.52K	+$4.04K	3	0%	Increased
1173	FP Financial Perspectives Minneapolis, Minnesota	$4.37K	$0	2	0%	Maintained
1174	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4.3K	$0	3	0%	Maintained
1175	CPG Cornerstone Planning Group Fairfield, New Jersey	$4.23K	-$365	3	0%	Reduced