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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
1576	GM GeoWealth Management Chicago, Illinois	$73.8K	+$4.15K	1	0%	Increased
1577	KP Keel Point Huntsville, Alabama	$72.8K	-$7.01K	1	0%	Reduced
1578	CFG Capital Financial Group Greenwood Village, Colorado	$72.8K	+$72.9K	1	0.04%	New
1579	BWM Bernard Wealth Management Royal Oak, Michigan	$72K	$0	2	0.03%	Maintained
1580	FC Financial Consulate Hunt Valley, Maryland	$69K	+$38.6K	4	0.01%	Increased
1581	OP ORG Partners Roanoke, Indiana	$68.5K	-$3.58K	3	0.01%	Reduced
1582	TC T3 Companies New York	$67.4K	+$92.3K	1	0.08%	New
1583	IP Ignite Planners San Clemente, California	$67.2K	$0	1	0.01%	Maintained
1584	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$67.1K	$0	1	0.03%	Maintained
1585	PWMG Prestige Wealth Management Group Flemington, New Jersey	$67K	+$3.44K	4	0.01%	Increased
1586	WA WPG Advisers Baltimore, Maryland	$66.7K	-$2.98K	5	0.05%	Reduced
1587	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$66.6K	+$64.4K	2	0.05%	New
1588	AAM Auxier Asset Management Aurora, Oregon	$65.4K	$0	1	0.01%	Maintained
1589	P Palladiem Bryn Mawr, Pennsylvania	$65.2K	+$69.2K	1	0.06%	New
1590	GIP Greatmark Investment Partners Columbus, Georgia	$64.9K	$0	1	0.01%	Maintained
1591	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$64.8K	+$88.8K	1	0.01%	New
1592	OGF Orin Green Financial San Diego, California	$64.8K	$0	1	0.03%	Maintained
1593	PHS Pekin Hardy Strauss Chicago, Illinois	$64.7K	$0	1	0.01%	Maintained
1594	AIA Alternative Investment Advisors Maitland, Florida	$64.7K	-$12.6K	1	0.03%	Reduced
1595	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$64.7K	+$62K	1	0%	New
1596	BAM BOCHK Asset Management Hong Kong	$64.5K	-$1.43M	2	0.02%	Reduced
1597	Edmond de Rothschild Holding Chambesy, Switzerland	$62.1K	$0	1	0%	Maintained
1598	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$61.7K	+$51.2K	1	0.02%	New
1599	MMCM Murphy & Mullick Capital Management Smithtown, New York	$61.2K	$0	2	0.04%	Maintained
1600	Evelyn Partners Investment Management London,	$60.8K	-$146K	2	0%	Reduced