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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
2326	FNWA Financial Network Wealth Advisors Murray, Utah	$21.6K	+$8.49K	2	0.02%	Increased
2327	BHWM Beaird Harris Wealth Management Dallas, Texas	$21.2K	+$22.2K	2	0%	New
2328	ACA American Capital Advisory Ketchum, Idaho	$19.5K	+$5.88K	6	0.01%	Increased
2329	BCM Boreal Capital Management Miami, Florida	$19.1K	$0	1	0.01%	Maintained
2330	HIA HFM Investment Advisors Glassboro, New Jersey	$18.3K	+$9.67K	3	0.01%	Increased
2331	QWM Quaker Wealth Management Moorestown, New Jersey	$18.1K	+$510	4	0.01%	Increased
2332	TCM Tradewinds Capital Management Bellingham, Washington	$17.6K	-$14.2K	1	0%	Reduced
2333	NL NVWM LLC Yardley, Pennsylvania	$17.5K	+$11.8K	3	0%	Increased
2334	AI Atomic Invest New York	$17.4K	+$18.9K	1	0%	New
2335	SRCM Signature Resources Capital Management Newport Beach, California	$17.2K	$0	1	0.01%	Maintained
2336	WB Webster Bank Waterbury, Connecticut	$17.2K	+$15.3K	1	0%	Increased
2337	MHR Matthew Hamilton Rosenberg	$15.8K	+$15.6K	2	0%	New
2338	SC Swan Capital Pensacola, Florida	$15.6K	$0	3	0.01%	Maintained
2339	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$15.5K	+$18.2K	2	0.02%	New
2340	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$15.5K	+$12.2K	2	0.01%	Increased
2341	BWS Buck Wealth Strategies Denver, Colorado	$14.9K	+$13.6K	2	0%	New
2342	VL Vima LLC Troy, Michigan	$14.1K	+$14K	3	0.01%	New
2343	PWM Peterson Wealth Management Sparks, Nevada	$14.1K	+$163	2	0.01%	Increased
2344	TCOV Trust Company of Vermont Brattleboro, Vermont	$14K	+$11.6K	2	0%	New
2345	Catalyst Capital Advisors Huntington, New York	$13.7K	+$14.3K	1	0%	New
2346	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$13.4K	-$8.79K	3	0%	Reduced
2347	DF DecisionPoint Financial Mesa, Arizona	$13.4K	+$3.14K	4	0%	Increased
2348	GC Gould Capital Tacoma, Washington	$13.3K	+$9.68K	1	0.01%	New
2349	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$13.3K	$0	1	0%	Maintained
2350	Salem Investment Counselors Winston Salem, North Carolina	$13.2K	-$322	2	0%	Reduced