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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
2376	PB Prosperity Bancshares Houston, Texas	$6.91K	+$6.57K	2	0%	New
2377	FIM FWL Investment Management Dallas, Texas	$6.86K	+$3.57K	1	0%	Increased
2378	HIMS Hager Investment Management Services New London, New Hampshire	$6.81K	+$5.32K	1	0%	Increased
2379	PIS POM Investment Strategies Raleigh, North Carolina	$6.59K	$0	2	0.01%	Maintained
2380	DCM Davis Capital Management Jacksonville, Florida	$6.42K	+$3.66K	4	0%	Increased
2381	TC Trust Company Manhattan, Kansas	$6.28K	-$206	4	0%	Reduced
2382	AP Aspect Partners Fairfax, Virginia	$6.13K	-$2.46K	2	0%	Reduced
2383	Montag & Associates Atlanta, Georgia	$6.06K	-$2.21K	4	0%	Reduced
2384	EF Entrust Financial Wayne, Pennsylvania	$5.92K	$0	1	0%	Maintained
2385	MLA MB, Levis & Associates Center Valley, Pennsylvania	$5.71K	-$2.05K	1	0%	Reduced
2386	GCS Gordian Capital (Singapore) Singapore	$5.66K	-$495K	2	0.01%	Reduced
2387	ECA Elevated Capital Advisors Sandy, Utah	$5.52K	$0	1	0%	Maintained
2388	TC Toews Corporation Northfield, New Jersey	$5.4K	+$5.61K	1	0%	New
2389	APW Allied Private Wealth Boca Raton, Florida	$5.31K	+$5.93K	2	0%	New
2390	Baillie Gifford & Co Edinburgh, United Kingdom	$5.15K	+$5.35K	1	0%	New
2391	NWM Navigoe Wealth Management Redondo Beach, California	$5K	+$7.33K	4	0%	New
2392	SNB Security National Bank Omaha, Nebraska	$4.86K	+$2.57K	2	0%	Increased
2393	FRA Front Row Advisors Tiburon, California	$4.72K	$0	1	0%	Maintained
2394	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$4.43K	+$2.68K	2	0%	Increased
2395	BW Basepoint Wealth Cedar Rapids, Iowa	$4.32K	+$4.46K	2	0%	Increased
2396	NA Networth Advisors Canonsburg, Pennsylvania	$4.29K	+$4.46K	1	0%	New
2397	CVM Cheviot Value Management Beverly Hills, California	$3.8K	$0	1	0%	Maintained
2398	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.74K	+$3.6K	3	0%	New
2399	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.73K	+$2.04K	5	0%	Increased
2400	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$3.68K	-$23.5K	1	0%	Reduced