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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
2276	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$44.4K	-$2.43K	5	0.02%	Reduced
2277	OCM Osbon Capital Management Boston, Massachusetts	$43.9K	$0	2	0.03%	Maintained
2278	MI Markowski Investments Tampa, Florida	$43.7K	+$43.2K	2	0.01%	New
2279	CC Corsicana & Co Corsicana, Texas	$42.9K	+$44.6K	1	0.02%	New
2280	BWM Bullock Wealth Management Bloomington, Indiana	$42.2K	$0	1	0.02%	Maintained
2281	LFA LGT Financial Advisors Dallas, Texas	$41.6K	$0	1	0.22%	Maintained
2282	HNW High Note Wealth Deephaven, Minnesota	$41.4K	-$213	4	0.01%	Reduced
2283	CIA Cape Investment Advisory Mcdonough, Georgia	$40.9K	+$39.5K	6	0.01%	New
2284	MCA McGuire Capital Advisors Bethany, Oklahoma	$40.8K	$0	1	0.02%	Maintained
2285	Chilton Capital Management Houston, Texas	$40.2K	$0	2	0%	Maintained
2286	CIS Custom Index Systems New York	$39.7K	+$38.5K	1	0.01%	New
2287	BC Burnham & Co Grand Rapids, Michigan	$39.4K	+$35.4K	1	0.03%	New
2288	GSEP Golden State Equity Partners South Coast Metro, California	$38.6K	-$753K	1	0.1%	Reduced
2289	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$38K	+$90	1	0%	Increased
2290	B Bayban Bayport, Minnesota	$37.8K	$0	4	0.03%	Maintained
2291	CA Continuum Advisory Eagle, Idaho	$37.2K	+$31.9K	6	0%	New
2292	GG Gleason Group Prospect, Kentucky	$36K	+$34.4K	4	0%	New
2293	HI Hoey Investments Coatesville, Pennsylvania	$34.5K	$0	3	0%	Maintained
2294	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$33.9K	+$7.98K	5	0.01%	Increased
2295	PS Planning Strategies Lancaster, Pennsylvania	$33.8K	+$29.3K	4	0.02%	New
2296	WFG Wormser Freres Gestion Paris, France	$33K	+$28.3K	2	0.02%	New
2297	NB NBH Bank Greenwood Village, Colorado	$32.9K	+$32.9K	3	0.01%	New
2298	AAG Armstrong Advisory Group Needham, Massachusetts	$32.7K	+$2.04K	5	0%	Increased
2299	Country Trust Bank Bloomington, Illinois	$32.2K	$0	3	0%	Maintained
2300	ANBT American National Bank & Trust Wichita Falls, Texas	$30.4K	-$108K	2	0%	Reduced