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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
1226	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$20.8K	+$5.28K	2	0.01%	Increased
1227	OP ORG Partners Roanoke, Indiana	$20.4K	-$24.2K	3	0%	Reduced
1228	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$20.2K	$0	1	0%	Maintained
1229	1M 1248 Management Kansas City, Missouri	$19.5K	$0	1	0.01%	Maintained
1230	BIP Wealth Atlanta, Georgia	$19.5K	$0	1	0%	Maintained
1231	Atlantic Union Bankshares Glen Allen, Virginia	$19.4K	+$19.3K	1	0%	New
1232	HWM HighMark Wealth Management St. Paul, Minnesota	$19K	+$14.2K	2	0.01%	New
1233	GSC Ground Swell Capital Folly Beach, South Carolina	$18.6K	+$15.8K	1	0.03%	New
1234	TFG Team Financial Group Temecula, California	$18.5K	+$14.9K	1	0.01%	New
1235	CAM Costello Asset Management Feasterville, Pennsylvania	$18.4K	$0	2	0.01%	Maintained
1236	RT Rockland Trust Hanover, Massachusetts	$18.3K	-$249K	1	0%	Reduced
1237	AWM Activest Wealth Management Aventure, Florida	$18.3K	+$6.27K	4	0%	Increased
1238	KA Kozak & Associates Highlands Ranch, Colorado	$18.1K	$0	1	0%	Maintained
1239	CB Community Bank Dewitt, New York	$17.8K	$0	1	0%	Maintained
1240	Bogart Wealth LLC Mclean, Virginia	$17.3K	+$1.29K	5	0%	Increased
1241	MWP Madison Wealth Partners Madison, Wisconsin	$17.1K	$0	1	0%	Maintained
1242	WA Whipplewood Advisors Littleton, Colorado	$17K	+$6.48K	1	0.01%	Increased
1243	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$17K	+$593	1	0%	Increased
1244	CPG Cornerstone Planning Group Fairfield, New Jersey	$17K	+$7.06K	5	0%	Increased
1245	BLC Brown, Lisle/Cummings Providence, Rhode Island	$16.3K	$0	1	0%	Maintained
1246	HFS Hughes Financial Services Herndon, Virginia	$15.7K	+$6.57K	5	0%	Increased
1247	Ameritas Advisory Services Lincoln, Nebraska	$15.6K	+$13.2K	4	0%	New
1248	LWA Lowe Wealth Advisors Columbia, Maryland	$15.3K	$0	1	0.01%	Maintained
1249	PPC Park Place Capital Homewood, Alabama	$15.1K	+$1.28K	1	0%	Increased
1250	HWP Highline Wealth Partners Sherman Oaks, California	$14.4K	-$423	4	0%	Reduced