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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
1851	SIS Strategic Investment Solutions Orland Park, Illinois	$93.4K	+$89.8K	1	0.02%	New
1852	Bogart Wealth LLC Mclean, Virginia	$92.6K	+$32.3K	5	0%	Increased
1853	DWM Dogwood Wealth Management Lenexa, Kansas	$92.1K	+$58K	3	0.04%	Increased
1854	Summit Securities Group New York	$91.3K	+$84.6K	5	0.01%	New
1855	OWA Opal Wealth Advisors Jericho, New York	$90.3K	+$82.5K	3	0.02%	New
1856	SEP Signature Equity Partners Columbus, Ohio	$88.9K	-$11.5K	6	0.05%	Reduced
1857	Ignite Planners San Clemente, California	$88.6K	+$4.18K	1	0.01%	Increased
1858	MHC May Hill Capital Cohasset, Massachusetts	$87.4K	+$79.8K	1	0.02%	New
1859	SWA SOA Wealth Advisors New York	$87.1K	-$30.6K	2	0.02%	Reduced
1860	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$85.1K	+$77.7K	1	0.08%	New
1861	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$85K	-$6.09K	1	0.03%	Reduced
1862	JTBR James T. Borello RIA East Dundee, Illinois	$83.5K	+$48.1K	6	0.02%	Increased
1863	MMCM Murphy & Mullick Capital Management Smithtown, New York	$82.9K	$0	2	0.06%	Maintained
1864	CWMS CFG Wealth Management Services Indianapolis, Indiana	$82.9K	+$64.8K	1	0.08%	New
1865	PA PharVision Advisers Boca Raton, Florida	$82.9K	-$1.47M	1	0.84%	Reduced
1866	Tompkins Financial Ithaca, New York	$82.7K	$0	2	0.01%	Maintained
1867	AssuredPartners Investment Advisors Tampa, Florida	$81.7K	+$49.2K	1	0.01%	New
1868	HPM Hudson Portfolio Management Garrison, New York	$81.6K	-$11K	1	0.07%	Reduced
1869	PWMG Private Wealth Management Group Princeton, New Jersey	$81.6K	-$7.74K	5	0.02%	Reduced
1870	W WealthCollab Bellevue, Washington	$81.6K	$0	5	0.03%	Maintained
1871	Auxier Asset Management Aurora, Oregon	$81.3K	$0	1	0.01%	Maintained
1872	OGF Orin Green Financial San Diego, California	$80.5K	$0	1	0.03%	Maintained
1873	Pekin Hardy Strauss Chicago, Illinois	$80.4K	$0	1	0.01%	Maintained
1874	AIA Alternative Investment Advisors Maitland, Florida	$80.4K	$0	1	0.04%	Maintained
1875	FLC Fifth Lane Capital Austin, Texas	$80.4K	+$73.4K	1	0.1%	New