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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
1051	IP Ignite Planners San Clemente, California	$49.9K	$0	1	0.01%	Maintained
1052	RTC Riverview Trust Company Vancouver, Washington	$49.4K	-$568	1	0.05%	Reduced
1053	CSB City State Bank Norwalk, Iowa	$48.9K	$0	2	0.02%	Maintained
1054	GM GeoWealth Management Chicago, Illinois	$46.2K	-$35K	1	0%	Reduced
1055	IRC Investors Research Corp Atlanta, Georgia	$45.7K	-$50	2	0.01%	Reduced
1056	WhitTier Trust Company Reno, Nevada	$43.2K	-$8.08K	3	0%	Reduced
1057	QC Quent Capital New York	$42.8K	-$9.21K	3	0%	Reduced
1058	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$41.6K	$0	2	0.01%	Maintained
1059	PMFA Plante Moran Financial Advisors Southfield, Michigan	$41.1K	$0	1	0%	Maintained
1060	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$41K	$0	1	0.01%	Maintained
1061	HCP Hexagon Capital Partners Rogers, Arkansas	$41K	-$83.2K	6	0.01%	Reduced
1062	PAM Paradigm Asset Management New York	$39.5K	$0	1	0.01%	Maintained
1063	JSAM J. Safra Asset Management New York	$39.3K	-$19.1K	2	0%	Reduced
1064	OP ORG Partners Roanoke, Indiana	$39.3K	-$524K	5	0.01%	Reduced
1065	FCMT Founders Capital Management (Texas) Houston, Texas	$39K	$0	1	0.03%	Maintained
1066	Mather Group Chicago, Illinois	$38.5K	+$11.2K	3	0%	Increased
1067	SL Salomon & Ludwin Richmond, Virginia	$38.5K	$0	1	0%	Maintained
1068	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$38.1K	+$10.4K	5	0%	Increased
1069	LI LRI Investments Palm Beach Gardens, Florida	$38.1K	+$2.79K	6	0%	Increased
1070	SL Sentry LLC Memphis, Tennessee	$37.8K	+$45.5K	1	0.01%	New
1071	DJSG D.J. St. Germain Springfield, Massachusetts	$34.9K	+$23.9K	4	0%	Increased
1072	PFM Premier Fund Managers Guildford, United Kingdom	$34K	-$535K	1	0%	Reduced
1073	BIA Bell Investment Advisors Oakland, California	$33.1K	+$1.45K	6	0.01%	Increased
1074	CCM Cloud Capital Management Seattle, Washington	$33K	+$47.7K	2	0.02%	New
1075	BHWM Beaird Harris Wealth Management Dallas, Texas	$32.6K	$0	1	0%	Maintained