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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
776	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$152K	-$81.8K	1	0.11%	Reduced
777	Ballentine Partners Waltham, Massachusetts	$152K	+$40.5K	1	0%	Increased
778	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$147K	$0	1	0.03%	Maintained
779	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$142K	-$148K	1	0.03%	Reduced
780	Evergreen Capital Management Bellevue, Washington	$140K	+$24.9K	1	0.01%	Increased
781	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$138K	+$107K	4	0.01%	Increased
782	EC EntryPoint Capital New York	$137K	-$157K	3	0.12%	Reduced
783	RAM Ramirez Asset Management New York	$135K	$0	2	0.03%	Maintained
784	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$135K	$0	1	0.02%	Maintained
785	CT Cambridge Trust Cambridge, Massachusetts	$132K	-$11.8K	2	0.01%	Reduced
786	AWM Angeles Wealth Management Santa Monica, California	$132K	+$1.44K	1	0.01%	Increased
787	P Pitcairn Conshohocken, Pennsylvania	$130K	+$90K	1	0.01%	Increased
788	AP Adero Partners Pleasanton, California	$127K	+$128K	1	0.01%	New
789	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$127K	+$12.9K	1	0.05%	Increased
790	TD Waterhouse Canada Toronto, Ontario, Canada	$125K	+$1K	6	0%	Increased
791	AC ASB Consultores Aventura, Florida	$122K	+$49.7K	1	0.03%	Increased
792	WWS Wellington Wealth Strategies Indianapolis, Indiana	$121K	-$100K	1	0.06%	Reduced
793	PP PDS Planning Dublin, Ohio	$120K	+$38.5K	1	0.01%	Increased
794	PCM Princeton Capital Management Red Bank, New Jersey	$120K	-$3.76K	1	0.04%	Reduced
795	GAMMA Investing Foster City, California	$120K	+$28.8K	7	0.02%	Increased
796	TAM Tucker Asset Management Littleton, Colorado	$118K	+$127K	1	0.03%	Increased
797	PP Patten & Patten Chattanooga, Tennessee	$117K	+$70.8K	1	0.01%	Increased
798	WA Wealthstar Advisors Plano, Texas	$117K	+$49.2K	1	0.04%	Increased
799	Choreo LLC Rockford, Illinois	$116K	+$16.1K	1	0%	Increased
800	F.L. Putnam Investment Management Lynnfield, Massachusetts	$115K	-$50.5K	1	0%	Reduced