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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	PGAM Princeton Global Asset Management Princeton, New Jersey	$1.32K	$0	2	0%	Maintained
1027	ECM Estabrook Capital Management New York	$1.31K	$0	1	0%	Maintained
1028	RA Rise Advisors Rochester, New York	$1.31K	$0	1	0%	Maintained
1029	TCM TD Capital Management Memphis, Tennessee	$1.26K	$0	1	0%	Maintained
1030	GIA GHP Investment Advisors Denver, Colorado	$1.23K	$0	2	0%	Maintained
1031	HCM Hollencrest Capital Management Newport Beach, California	$1.19K	$0	2	0%	Maintained
1032	Montag & Associates Atlanta, Georgia	$1.16K	$0	1	0%	Maintained
1033	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.11K	+$82	1	0%	Increased
1034	WB Webster Bank Waterbury, Connecticut	$1.1K	$0	1	0%	Maintained
1035	AT Arlington Trust Birmingham, Alabama	$1.05K	+$1.05K	1	0%	New
1036	SRCM Signature Resources Capital Management Newport Beach, California	$1.05K	+$872	1	0%	New
1037	HM Payson & Co Portland, Maine	$1.03K	$0	2	0%	Maintained
1038	FBC Fairfield, Bush & Co Darien, Connecticut	$1K	+$977	2	0%	New
1039	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$966	+$653	1	0%	New
1040	SWM Sanctuary Wealth Management Pocatello, Idaho	$945	$0	1	0%	Maintained
1041	Bogart Wealth LLC Mclean, Virginia	$863	$0	2	0%	Maintained
1042	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$848	$0	1	0%	Maintained
1043	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$838	+$697	1	0%	New
1044	SL Salomon & Ludwin Richmond, Virginia	$797	$0	1	0%	Maintained
1045	PCFFS Pacific Center for Financial Services San Ramon, California	$791	-$27	1	0%	Reduced
1046	BGAI Bruce G. Allen Investments Denver, Colorado	$739	+$734	1	0%	New
1047	CHC City Holding Co Charleston, West Virginia	$687	$0	1	0%	Maintained
1048	HGA Hobbs Group Advisors Columbia, South Carolina	$674	+$669	1	0%	New
1049	TWP TFO Wealth Partners Maumee, Ohio	$591	-$1.15K	2	0%	Reduced
1050	CSC Caldwell Sutter Capital Sausalito, California	$577	+$349	1	0%	Increased