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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
826	VC Veery Capital Wilmington, Delaware	$52.4K	$0	1	0.02%	Maintained
827	MassMutual Private Wealth & Trust Windsor, Connecticut	$52.3K	-$2.13K	5	0%	Reduced
828	MTC McDaniel Terry & Co Austin, Texas	$52K	$0	1	0.01%	Maintained
829	IHT Wealth Management Chicago, Illinois	$51.6K	+$1.26K	1	0%	Increased
830	FWM Focused Wealth Management Newburgh, New York	$51.6K	$0	4	0.01%	Maintained
831	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$51.3K	$0	1	0.03%	Maintained
832	CIBC Private Wealth Group Atlanta, Georgia	$50.7K	-$15.3K	1	0%	Reduced
833	PCS Personal CFO Solutions Chester, New Jersey	$49.8K	$0	1	0.01%	Maintained
834	Independent Financial Group San Diego, California	$49.7K	-$679	1	0%	Reduced
835	Clearstead Advisors Cleveland, Ohio	$49.7K	-$193K	4	0%	Reduced
836	SCP Sivia Capital Partners Mill Valley, California	$49.6K	+$49.2K	1	0.04%	New
837	AC ASB Consultores Aventura, Florida	$49.4K	-$46.8K	1	0.02%	Reduced
838	Csenge Advisory Group Clearwater, Florida	$49.1K	+$194	1	0%	Increased
839	First Horizon Advisors Memphis, Tennessee	$48.2K	-$4.26K	6	0%	Reduced
840	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$48.1K	-$9.65K	1	0%	Reduced
841	OIA Optimum Investment Advisors Chicago, Illinois	$48K	+$25.2K	1	0.02%	Increased
842	SageView Advisory Group Newport Beach, California	$47.9K	+$44.2K	1	0%	New
843	LCS Levin Capital Strategies New York	$47.7K	$0	1	0.01%	Maintained
844	SWM Sugarloaf Wealth Management Duluth, Georgia	$47.6K	$0	2	0.01%	Maintained
845	JFA JNBA Financial Advisors Bloomington, Minnesota	$47.5K	$0	1	0.01%	Maintained
846	Partners Capital Investment Group Boston, Massachusetts	$47.5K	+$39.3K	1	0%	New
847	MCM Marathon Capital Management Hunt Valley, Maryland	$47.3K	-$30.6K	1	0.01%	Reduced
848	APG Abacus Planning Group Columbia, South Carolina	$46.9K	-$774	1	0.01%	Reduced
849	Arkadios Wealth Advisors Atlanta, Georgia	$46.1K	-$25.3K	1	0%	Reduced
850	SC Syon Capital San Francisco, California	$45.9K	+$45.6K	1	0%	New