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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
1001	GAM Gemmer Asset Management Walnut Creek, California	$74K	$0	4	0.01%	Maintained
1002	DSC Duncker Streett & Co St. Louis, Missouri	$73K	$0	1	0.01%	Maintained
1003	Larson Financial Group St Louis, Missouri	$73K	+$3.35K	2	0.01%	Increased
1004	Harbour Investments Madison, Wisconsin	$72K	-$380K	6	0%	Reduced
1005	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$71K	-$553K	3	0.03%	Reduced
1006	EWM Endurance Wealth Management Providence, Rhode Island	$71K	$0	1	0.01%	Maintained
1007	FHA Flagship Harbor Advisors Boston, Massachusetts	$71K	-$455	1	0.01%	Reduced
1008	APG Abacus Planning Group Columbia, South Carolina	$70K	$0	1	0.02%	Maintained
1009	BL Bleichroeder LP New York	$70K	$0	1	0.01%	Maintained
1010	Gradient Investments Arden Hills, Minnesota	$70K	+$4.64K	3	0%	Increased
1011	CSB City State Bank Norwalk, Iowa	$69K	+$55.8K	2	0.04%	New
1012	CFFP Center for Financial Planning Southfied, Michigan	$68K	$0	1	0.01%	Maintained
1013	PP PDS Planning Dublin, Ohio	$67K	+$62.6K	1	0.01%	New
1014	Personal Capital Advisors Redwood City, California	$67K	+$63.2K	1	0%	New
1015	SWM Silverlake Wealth Management Williston, Vermont	$66.1K	+$61.9K	1	0.04%	New
1016	OL Optas LLC Austin, Texas	$66K	$0	1	0.02%	Maintained
1017	SRC Sage Rhino Capital Menlo Park, California	$66K	+$61.8K	1	0.02%	New
1018	TDC Thompson Davis & Co Richmond, Virginia	$66K	+$62.1K	1	0.05%	New
1019	TNA True North Advisors Dallas, Texas	$66K	$0	1	0.01%	Maintained
1020	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$65K	-$5.83K	1	0.01%	Reduced
1021	PAM Peak Asset Management Louisville, Colorado	$65K	$0	1	0.02%	Maintained
1022	Balentine LLC Atlanta, Georgia	$64K	+$59.6K	1	0%	New
1023	WPW Warther Private Wealth Akron, Ohio	$64K	-$5.83K	1	0.05%	Reduced
1024	BWM BCS Wealth Management Johnson City, Tennessee	$62K	$0	1	0.02%	Maintained
1025	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$62K	$0	1	0.01%	Maintained