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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
1276	AIA AIMZ Investment Advisors Los Altos, California	$91.9K	$0	1	0.03%	Maintained
1277	PP Patten & Patten Chattanooga, Tennessee	$89.7K	-$211K	1	0.01%	Reduced
1278	SSC Syverson Strege & Co West Des Moines, Iowa	$87.7K	+$3.93K	1	0.02%	Increased
1279	OCM Once Capital Management New York	$87.4K	+$73.4K	1	0.02%	New
1280	CCA Checchi Capital Advisers Beverly Hills, California	$86.8K	-$6.74K	1	0%	Reduced
1281	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$86.8K	$0	1	0.04%	Maintained
1282	BWP BSW Wealth Partners Boulder, Colorado	$82.7K	-$12.2K	1	0.01%	Reduced
1283	WAG Wallace Advisory Group Lafayette, California	$81.1K	+$70.8K	1	0.07%	New
1284	Groupe la Francaise Paris, France	$80.8K	+$79.6K	1	0%	New
1285	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$80K	+$60.9K	1	0.03%	Increased
1286	RF Rossby Financial Melbourne, Florida	$79.8K	+$58.4K	2	0.03%	New
1287	NAS Nicolet Advisory Services Green Bay, Wisconsin	$78.6K	-$307	1	0.01%	Reduced
1288	S Sunpointe St. Louis, Missouri	$77.3K	$0	1	0.03%	Maintained
1289	HWA HCR Wealth Advisors Los Angeles, California	$75.2K	$0	1	0.01%	Maintained
1290	HWM Hemington Wealth Management Falls Church, Virginia	$75K	+$7.37K	6	0.01%	Increased
1291	PPW Pasadena Private Wealth Pasadena, California	$74.6K	$0	1	0.01%	Maintained
1292	MTC McDaniel Terry & Co Austin, Texas	$73.6K	$0	1	0.01%	Maintained
1293	RS Retirement Solution Redmond, Washington	$73.3K	-$497	1	0.02%	Reduced
1294	CB Community Bank Dewitt, New York	$73.3K	+$42.2K	2	0.01%	Increased
1295	OCM Orion Capital Management Coronado, California	$73K	+$542	2	0.03%	Increased
1296	BWM Bernard Wealth Management Royal Oak, Michigan	$72.8K	-$61.2K	2	0.03%	Reduced
1297	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$71.4K	+$1.81K	1	0.03%	Increased
1298	Midwest Trust Overland Park, Kansas	$71K	-$280	1	0%	Reduced
1299	CreativeOne Wealth Overland Park, Kansas	$70.7K	-$16.6K	1	0%	Reduced
1300	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$69.5K	$0	1	0.01%	Maintained