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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
1076	Chilton Capital Management Houston, Texas	$5.42K	+$4.54K	1	0%	Increased
1077	TFM TFC Financial Management Boston, Massachusetts	$5.41K	$0	2	0%	Maintained
1078	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$5.36K	+$53	2	0%	Increased
1079	LIS Legacy Investment Solutions Meridian, Idaho	$5.24K	+$3.81K	1	0%	New
1080	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$5.24K	+$3.81K	1	0%	New
1081	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.8K	$0	1	0%	Maintained
1082	Cullen/Frost Bankers San Antonio, Texas	$4.75K	+$870	1	0%	Increased
1083	PS Planned Solutions Folsom, California	$4.63K	+$4.17K	4	0%	New
1084	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$4.49K	+$4.16K	1	0%	New
1085	FP Financial Perspectives Minneapolis, Minnesota	$4.39K	$0	2	0%	Maintained
1086	CT Caldwell Trust Venice, Florida	$4.37K	+$4.05K	1	0%	New
1087	CWP Concord Wealth Partners Abingdon, Virginia	$4.32K	+$1.57K	3	0%	Increased
1088	GBT Grove Bank & Trust Miami, Florida	$4.2K	+$1.25K	2	0%	Increased
1089	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4.08K	$0	3	0%	Maintained
1090	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3.93K	-$405	1	0%	Reduced
1091	IWP IAG Wealth Partners Waukesha, Wisconsin	$3.93K	+$3.36K	1	0%	New
1092	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.85K	-$158	1	0%	Reduced
1093	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$3.58K	+$2.66K	4	0%	Increased
1094	TD Private Client Wealth New York	$3.33K	+$299	2	0%	Increased
1095	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$3.2K	$0	1	0%	Maintained
1096	SVCP Silicon Valley Capital Partners San Jose, California	$3.17K	+$2.71K	1	0%	New
1097	TCM TruNorth Capital Management Kalamazoo, Michigan	$3.11K	+$2.62K	1	0%	New
1098	NSIM North Star Investment Management Chicago, Illinois	$3.06K	+$4	1	0%	Increased
1099	Cohen & Steers New York	$3K	$0	1	0%	Maintained
1100	FCG Financial Connections Group Corte Madera, California	$3K	$0	1	0%	Maintained