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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
951	PCC Park Circle Company Baltimore, Maryland	$52K	+$34.6K	2	0.04%	Increased
952	PCG Private Capital Group West Hartford, Connecticut	$52K	+$7.44K	4	0.01%	Increased
953	Sageworth Trust Lancaster, Pennsylvania	$52K	+$52K	5	0%	New
954	OCM Ovata Capital Management Hong Kong	$51K	+$49.3K	1	0.02%	New
955	VC Vestor Capital Chicago, Illinois	$51K	$0	1	0.01%	Maintained
956	Gradient Investments Arden Hills, Minnesota	$50K	+$82	2	0%	Increased
957	NIM NuWave Investment Management Parsippany, New Jersey	$50K	+$48.4K	2	0.06%	New
958	FWM Focused Wealth Management Newburgh, New York	$49K	+$4.83K	3	0.01%	Increased
959	AWM AllSquare Wealth Management Albany, New York	$45K	$0	1	0.03%	Maintained
960	FPS Fieldpoint Private Securities Greenwich, Connecticut	$45K	-$8.36K	4	0.01%	Reduced
961	TCI Wealth Advisors Tucson, Arizona	$44K	+$15.1K	7	0.01%	Increased
962	KFS Kelly Financial Services Braintree, Massachusetts	$43.6K	-$193	2	0.02%	Reduced
963	PMFA Plante Moran Financial Advisors Southfield, Michigan	$43K	-$232	1	0.01%	Reduced
964	T TOBAM Paris, France	$43K	$0	1	0%	Maintained
965	FHC First Horizon Corporation Memphis, Tennessee	$42K	$0	2	0%	Maintained
966	WOC West Oak Capital Westlake Village, California	$42K	-$5.51K	2	0.02%	Reduced
967	Allworth Financial Folsom, California	$39K	+$11.3K	2	0%	Increased
968	WhitTier Trust Company Reno, Nevada	$38K	$0	2	0%	Maintained
969	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$35K	$0	3	0.02%	Maintained
970	MAM McCarthy Asset Management Redwood Shores, California	$35K	+$31.7K	1	0.02%	New
971	SC Sierra Capital Miami, Florida	$34K	+$3.87K	2	0.01%	Increased
972	Covington Capital Management Los Angeles, California	$31K	+$1.92K	2	0%	Increased
973	RIM Rockbridge Investment Management Syracuse, New York	$31K	$0	2	0.01%	Maintained
974	PB Pinnacle Bancorp Beatrice, Nebraska	$30K	-$3.55K	1	0.01%	Reduced
975	VCM Versant Capital Management Phoenix, Arizona	$29K	-$12.1K	4	0.01%	Reduced