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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	SC Stephens Consulting Flint, Michigan	$7.37K	$0	1	0%	Maintained
1002	TCM Tradewinds Capital Management Bellingham, Washington	$7.01K	$0	2	0%	Maintained
1003	SIC SJS Investment Consulting Sylvania, Ohio	$6.91K	+$52	4	0%	Increased
1004	AAM Azzad Asset Management Falls Church, Virginia	$6.63K	-$3.62K	1	0%	Reduced
1005	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6.57K	$0	1	0%	Maintained
1006	ANBT American National Bank & Trust Wichita Falls, Texas	$6.31K	+$5.16K	3	0%	Increased
1007	APC Aspire Private Capital Cornelius, North Carolina	$6.27K	+$2.36K	2	0%	Increased
1008	TIM Tortoise Investment Management White Plains, New York	$6.08K	$0	2	0%	Maintained
1009	SFG Steward Financial Group Colleyville, Texas	$6K	+$4.54K	3	0%	Increased
1010	CWM Compass Wealth Management Guilford, Connecticut	$5.71K	$0	1	0%	Maintained
1011	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5.46K	-$943	3	0%	Reduced
1012	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$5.33K	$0	2	0.01%	Maintained
1013	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$5.01K	$0	1	0%	Maintained
1014	LJHT Laurie J. Hall Trustee	$5K	-$18K	1	0%	Reduced
1015	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.94K	-$1.67K	1	0%	Reduced
1016	VWM Valley Wealth Managers Paramus, New Jersey	$4.92K	-$81K	1	0%	Reduced
1017	IGWM ICA Group Wealth Management Denver, Colorado	$4.91K	-$3.5K	1	0%	Reduced
1018	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$4.91K	-$38.7K	1	0%	Reduced
1019	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.91K	$0	1	0%	Maintained
1020	MCI MRP Capital Investments Alpharetta, Georgia	$4.91K	+$4.71K	1	0.01%	New
1021	CTA Colonial Trust Advisors Spartanburg, South Carolina	$4.86K	$0	1	0%	Maintained
1022	CWA Clearview Wealth Advisors Salem, Oregon	$4.81K	+$167	1	0%	Increased
1023	CCC Chelsea Counsel Company Los Angeles, California	$4.57K	$0	1	0%	Maintained
1024	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$4.54K	$0	2	0%	Maintained
1025	FP Financial Perspectives Minneapolis, Minnesota	$4.49K	$0	2	0%	Maintained