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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	CCC Chelsea Counsel Company Los Angeles, California	$4.21K	+$4.17K	1	0%	New
1027	Sageworth Trust Lancaster, Pennsylvania	$4K	$0	2	0%	Maintained
1028	AAG Armstrong Advisory Group Needham, Massachusetts	$3.94K	+$3.92K	1	0%	New
1029	MCM Manchester Capital Management Manchester, Vermont	$3.71K	-$624	2	0%	Reduced
1030	APC Aspire Private Capital Cornelius, North Carolina	$3.51K	$0	1	0%	Maintained
1031	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.33K	$0	1	0%	Maintained
1032	ME McIlrath & Eck Arlington, Washington	$3.21K	-$4.61K	2	0%	Reduced
1033	NSIM North Star Investment Management Chicago, Illinois	$3.2K	+$5	1	0%	Increased
1034	ANBT American National Bank & Trust Wichita Falls, Texas	$3K	+$1.04K	3	0%	New
1035	GBT Grove Bank & Trust Miami, Florida	$3K	+$3.67K	2	0%	New
1036	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	$0	1	0%	Maintained
1037	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.86K	+$2.92K	2	0%	New
1038	RWM Raffa Wealth Management Washington, District of Columbia	$2.81K	-$161	1	0%	Reduced
1039	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2.65K	$0	1	0%	Maintained
1040	DI Disciplined Investments Tulsa, Oklahoma	$2.63K	-$330	4	0%	Reduced
1041	TWD True Wealth Design Akron, Ohio	$2.52K	+$2.49K	2	0%	New
1042	ACP Arcus Capital Partners Atlanta, Georgia	$2.49K	+$2.47K	1	0%	New
1043	LWP Laurel Wealth Planning Edina, Minnesota	$2.48K	$0	1	0%	Maintained
1044	CWP Concord Wealth Partners Abingdon, Virginia	$2.33K	+$2.6K	2	0%	New
1045	OC Oakworth Capital Birmingham, Alabama	$2.29K	$0	1	0%	Maintained
1046	NL NVWM LLC Yardley, Pennsylvania	$2.15K	-$8K	1	0%	Reduced
1047	AA AlphaMark Advisors Ft. Wright, Kentucky	$2K	-$8.61K	1	0%	Reduced
1048	CMP Coston McIsaac & Partners Bar Harbor, Maine	$2K	$0	2	0%	Maintained
1049	FCG Financial Connections Group Corte Madera, California	$2K	$0	1	0%	Maintained
1050	FRA Front Row Advisors Tiburon, California	$2K	-$318	1	0%	Reduced