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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
1351	IRC Investors Research Corp Atlanta, Georgia	$41.4K	$0	1	0.01%	Maintained
1352	MASECO Private Wealth London,	$41.3K	$0	1	0%	Maintained
1353	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$40K	$0	1	0%	Maintained
1354	Ameritas Advisory Services Lincoln, Nebraska	$39.7K	+$11.7K	3	0%	Increased
1355	GWP Gateway Wealth Partners Appleton, Wisconsin	$38.3K	+$26.6K	1	0.01%	New
1356	PMFA Plante Moran Financial Advisors Southfield, Michigan	$37.5K	$0	1	0%	Maintained
1357	W WealthCollab Bellevue, Washington	$37.5K	+$2.57K	5	0.02%	Increased
1358	PWMG Private Wealth Management Group Princeton, New Jersey	$37.4K	$0	5	0.01%	Maintained
1359	HWM Hohimer Wealth Management Seattle, Washington	$37.1K	$0	1	0.01%	Maintained
1360	SB Strategic Blueprint Atlanta, Georgia	$37.1K	$0	1	0%	Maintained
1361	CIM Contravisory Investment Management Norwell, Massachusetts	$36.3K	-$247K	2	0.01%	Reduced
1362	PAM Paradigm Asset Management New York	$36.1K	$0	1	0.01%	Maintained
1363	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$34.7K	$0	1	0%	Maintained
1364	BHWM Beaird Harris Wealth Management Dallas, Texas	$34.2K	-$6.6K	1	0%	Reduced
1365	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$33.6K	$0	1	0.01%	Maintained
1366	HWM HighMark Wealth Management St. Paul, Minnesota	$32.6K	$0	2	0.01%	Maintained
1367	PWMG Prestige Wealth Management Group Flemington, New Jersey	$32.5K	$0	4	0.01%	Maintained
1368	M MOTCO San Antonio, Texas	$32.3K	$0	1	0%	Maintained
1369	PB Pinnacle Bancorp Beatrice, Nebraska	$32K	-$4.58K	1	0.01%	Reduced
1370	PP PFS Partners Mine Hill, New Jersey	$32K	$0	2	0.02%	Maintained
1371	NMG New Millennium Group Sandy, Utah	$31.3K	+$30.9K	3	0.01%	New
1372	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$30.4K	-$4.31K	1	0.01%	Reduced
1373	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$29.6K	+$22.7K	1	0.02%	New
1374	AG AmeriFlex Group Las Vegas, Nevada	$29.3K	+$15K	3	0.01%	Increased
1375	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$27.8K	$0	3	0%	Maintained