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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
1551	APG Abacus Planning Group Columbia, South Carolina	$88.6K	$0	1	0.01%	Maintained
1552	Alphadyne Asset Management New York	$87.5K	+$70.9K	1	0%	New
1553	Farmers & Merchants Investments Inc Lincoln, Nebraska	$86.1K	+$3.11K	5	0%	Increased
1554	Optiver Holding Amsterdam, Netherlands	$85.2K	-$117K	3	0%	Reduced
1555	CWM Consultiva Wealth Management San Juan, Puerto Rico	$84.7K	$0	1	0.24%	Maintained
1556	ACM Aster Capital Management Dubai, United Arab Emirates	$84.7K	-$654K	3	0.04%	Reduced
1557	PPW Pasadena Private Wealth Pasadena, California	$84.3K	-$15.3K	1	0.01%	Reduced
1558	EPG Estate Planners Group Yardley, Pennsylvania	$83.5K	+$69.3K	1	0.04%	New
1559	Park National Corp Newark, Ohio	$82K	+$12.2K	1	0%	Increased
1560	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$81.8K	-$13.6K	1	0.03%	Reduced
1561	SWA SOA Wealth Advisors New York	$80.8K	+$48.5K	3	0.01%	Increased
1562	CH Cromwell Holdings Jackson, Wyoming	$80.4K	+$5.58K	5	0.04%	Increased
1563	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$78.2K	-$14.6K	1	0.01%	Reduced
1564	QA Quattro Advisors Pittsburgh, Pennsylvania	$77.7K	+$63.6K	2	0.06%	New
1565	NCM Northside Capital Management Hood River, Oregon	$77.6K	$0	1	0.01%	Maintained
1566	CH CDKV Holdings Denver, Colorado	$77.5K	+$63.2K	2	0.06%	New
1567	AWA Acumen Wealth Advisors Chattanooga, Tennessee	$77.5K	+$71.5K	3	0.02%	New
1568	WA Westfuller Advisors New York	$77.4K	-$78.9K	2	0.03%	Reduced
1569	FFO Fortitude Family Office Scottsdale, Arizona	$76.9K	+$1.47K	7	0.02%	Increased
1570	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$76.5K	+$76.6K	1	0.01%	New
1571	FGA Fortis Group Advisors Westwood, New Jersey	$75.7K	+$81K	2	0.01%	Increased
1572	TFA Transamerica Financial Advisors St. Petersburg, Florida	$75.6K	+$46.3K	5	0.01%	Increased
1573	HPM Hudson Portfolio Management Garrison, New York	$75.4K	-$3.1K	1	0.06%	Reduced
1574	CT Coastline Trust Providence, Rhode Island	$74K	+$79K	1	0.01%	New
1575	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$73.9K	$0	2	0.03%	Maintained