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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	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$32K	-$100K	3	0.01%	Reduced
927	AWM AllSquare Wealth Management Albany, New York	$31K	$0	1	0.02%	Maintained
928	Baillie Gifford & Co Edinburgh, United Kingdom	$31K	$0	2	0%	Maintained
929	HR Howe & Rusling Rochester, New York	$31K	+$5.25K	4	0%	Increased
930	SC Sierra Capital Miami, Florida	$30K	$0	2	0.01%	Maintained
931	MassMutual Private Wealth & Trust Windsor, Connecticut	$28K	+$12.6K	5	0%	Increased
932	Venture Visionary Partners Sylvania, Ohio	$28K	-$228K	1	0%	Reduced
933	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$28K	$0	3	0.02%	Maintained
934	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$27K	+$11.5K	5	0%	Increased
935	BHWM Beaird Harris Wealth Management Dallas, Texas	$26K	$0	1	0.01%	Maintained
936	ODG O'Dell Group Cincinnati, Ohio	$26K	+$30.1K	2	0.01%	Increased
937	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$26K	$0	1	0.02%	Maintained
938	GEA Glen Eagle Advisors Kingston, New Jersey	$25.6K	-$20.2K	1	0.01%	Reduced
939	BWM BerganKDV Wealth Management Bloomington, Minnesota	$25K	$0	2	0%	Maintained
940	HI Hoey Investments Coatesville, Pennsylvania	$25K	+$5.62K	2	0.01%	Increased
941	CFG CKW Financial Group Honolulu, Hawaii	$24K	$0	1	0%	Maintained
942	FF FourThought Financial Venice, Florida	$24K	-$37.1K	4	0%	Reduced
943	GA GoalVest Advisory New York	$24K	-$31.5K	1	0.02%	Reduced
944	MCF Advisors Covington, Kentucky	$23K	+$21.1K	3	0%	Increased
945	RG Richelieu Gestion Paris, France	$23K	$0	1	0.03%	Maintained
946	C Certuity North Palm Beach, Florida	$21K	$0	1	0%	Maintained
947	Salem Investment Counselors Winston Salem, North Carolina	$21K	$0	4	0%	Maintained
948	TWM Tradition Wealth Management Edina, Minnesota	$19K	$0	2	0%	Maintained
949	VCM Versant Capital Management Phoenix, Arizona	$19K	-$4.82K	5	0.01%	Reduced
950	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$18K	$0	3	0.01%	Maintained