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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	GA Gateway Advisory Westfield, New Jersey	$55K	+$58	1	0.01%	Increased
927	JWM JGP Wealth Management Bend, Oregon	$55K	$0	1	0.01%	Maintained
928	OGF Orin Green Financial San Diego, California	$55K	$0	1	0.04%	Maintained
929	ASW Astoria Strategic Wealth Conroe, Texas	$53K	$0	1	0.02%	Maintained
930	FWM Focused Wealth Management Newburgh, New York	$52K	+$6.95K	4	0.01%	Increased
931	TCI Wealth Advisors Tucson, Arizona	$52K	+$14.4K	7	0.01%	Increased
932	MCM Manchester Capital Management Manchester, Vermont	$51K	+$52.5K	5	0.01%	Increased
933	DSC Duncker Streett & Co St. Louis, Missouri	$49K	$0	1	0.01%	Maintained
934	Sageworth Trust Lancaster, Pennsylvania	$49K	$0	5	0%	Maintained
935	PCC Park Circle Company Baltimore, Maryland	$48K	$0	2	0.04%	Maintained
936	Allworth Financial Folsom, California	$47K	+$7.3K	3	0%	Increased
937	AIM Anchor Investment Management Columbia, South Carolina	$46.8K	-$80.6K	2	0.01%	Reduced
938	Gradient Investments Arden Hills, Minnesota	$46K	-$99	2	0%	Reduced
939	Benjamin F. Edwards & Company St. Louis, Missouri	$44K	-$13.2K	3	0%	Reduced
940	BWM BerganKDV Wealth Management Bloomington, Minnesota	$44K	-$1.63K	2	0.01%	Reduced
941	Harvest Fund Management Beijing, China	$44K	-$17K	1	0.01%	Reduced
942	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$44K	$0	2	0.04%	Maintained
943	WhitTier Trust Company Reno, Nevada	$44K	+$14.4K	3	0%	Increased
944	CMF Counterpoint Mutual Funds San Diego, California	$40K	+$27.7K	2	0.04%	Increased
945	PP Paloma Partners Greenwich, Connecticut	$39K	-$2.38M	1	0%	Reduced
946	PCG Private Capital Group West Hartford, Connecticut	$39K	-$14.6K	5	0.01%	Reduced
947	AWM AllSquare Wealth Management Albany, New York	$38K	-$8.38K	1	0.02%	Reduced
948	T TOBAM Paris, France	$38K	$0	1	0%	Maintained
949	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$34K	$0	3	0.01%	Maintained
950	SC Sierra Capital Miami, Florida	$34K	$0	2	0.01%	Maintained