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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
926	CIA Cohen Investment Advisors Bedford, New Hampshire	$39K	+$39.6K	1	0.04%	New
927	CCP Corient Capital Partners Newport Beach, California	$39K	-$25.7K	1	0%	Reduced
928	FFG Fortem Financial Group Palm Desert, California	$39K	+$39.4K	1	0.02%	New
929	HWM Howard Wealth Management Madison, Connecticut	$39K	-$1.71K	1	0.02%	Reduced
930	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$39K	+$34.5K	4	0.02%	New
931	OGF Orin Green Financial San Diego, California	$39K	+$39.4K	1	0.03%	New
932	TNA True North Advisors Dallas, Texas	$39K	-$19K	1	0.01%	Reduced
933	FWM Focused Wealth Management Newburgh, New York	$36K	$0	3	0.01%	Maintained
934	KFS Kelly Financial Services Braintree, Massachusetts	$35.9K	+$3.94K	2	0.02%	Increased
935	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$32K	$0	3	0.02%	Maintained
936	PP Pacifica Partners Surrey, Canada	$32K	-$169K	1	0.03%	Reduced
937	PMFA Plante Moran Financial Advisors Southfield, Michigan	$32K	+$51	1	0.01%	Increased
938	Covington Capital Management Los Angeles, California	$31K	+$1.41K	2	0%	Increased
939	PCG Private Capital Group West Hartford, Connecticut	$30K	+$19.3K	3	0.01%	Increased
940	Ancora Advisors Cleveland, Ohio	$29K	-$41.4K	2	0%	Reduced
941	VCM Versant Capital Management Phoenix, Arizona	$29K	-$394	4	0.01%	Reduced
942	SWM Sugarloaf Wealth Management Duluth, Georgia	$25K	+$14.9K	2	0.01%	Increased
943	MassMutual Private Wealth & Trust Windsor, Connecticut	$24K	$0	2	0%	Maintained
944	AWG Altus Wealth Group Colorado Springs, Colorado	$23K	+$19.1K	1	0.02%	New
945	RAM Riggs Asset Management Dallas, Pennsylvania	$23K	-$474	1	0.01%	Reduced
946	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$22K	+$17.7K	2	0%	New
947	Fred Alger Management New York	$21K	$0	1	0%	Maintained
948	Montag & Associates Atlanta, Georgia	$21K	+$18.8K	2	0%	New
949	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$20K	+$18.4K	2	0%	Increased
950	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$20K	+$9.92K	1	0.02%	Increased