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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
1026	APC Aspire Private Capital Cornelius, North Carolina	$3K	$0	1	0%	Maintained
1027	CA Crewe Advisors Salt Lake City, Utah	$3K	$0	2	0%	Maintained
1028	DI Disciplined Investments Tulsa, Oklahoma	$3K	+$298	4	0%	Increased
1029	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3K	+$4.55K	1	0%	New
1030	FCG Financial Connections Group Corte Madera, California	$3K	$0	1	0%	Maintained
1031	GCM Gables Capital Management Miami, Florida	$3K	-$4.79K	1	0%	Reduced
1032	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	$0	1	0%	Maintained
1033	MCM Manchester Capital Management Manchester, Vermont	$3K	-$22.5K	2	0%	Reduced
1034	NSIM North Star Investment Management Chicago, Illinois	$3K	$0	1	0%	Maintained
1035	OC Oakworth Capital Birmingham, Alabama	$3K	$0	1	0%	Maintained
1036	PC Pier Capital Stamford, Connecticut	$3K	$0	1	0%	Maintained
1037	RWM Raffa Wealth Management Washington, District of Columbia	$2.78K	-$136	2	0%	Reduced
1038	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
1039	CMP Coston McIsaac & Partners Bar Harbor, Maine	$2K	$0	2	0%	Maintained
1040	CFO CVA Family Office Denver, Colorado	$2K	-$9K	1	0%	Reduced
1041	FRA Front Row Advisors Tiburon, California	$2K	+$44	1	0%	Increased
1042	GGI Godsey & Gibb Inc Richmond, Virginia	$2K	+$2.57K	1	0%	New
1043	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	$0	1	0%	Maintained
1044	HM Payson & Co Portland, Maine	$2K	$0	2	0%	Maintained
1045	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	+$192	2	0%	Increased
1046	LWP Laurel Wealth Planning Edina, Minnesota	$2K	$0	1	0%	Maintained
1047	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1048	TD Ameritrade Investment Management Omaha, Nebraska	$2K	-$2.38K	1	0%	Reduced
1049	WIM Westside Investment Management Santa Monica, California	$1.02K	+$68.2K	2	0%	Increased
1050	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$1.02K	+$1.1K	2	0%	New