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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
1101	Sageworth Trust Lancaster, Pennsylvania	$15K	-$41.5K	5	0%	Reduced
1102	Arax Advisory Partners Denver, Colorado	$14K	+$1.95K	3	0%	Increased
1103	BWP Baldwin Wealth Partners Marion, Massachusetts	$14K	$0	1	0%	Maintained
1104	CB Community Bank Dewitt, New York	$14K	$0	1	0%	Maintained
1105	GCM Gables Capital Management Miami, Florida	$14K	$0	1	0.01%	Maintained
1106	PWMG Prestige Wealth Management Group Flemington, New Jersey	$14K	$0	2	0%	Maintained
1107	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$14K	$0	2	0%	Maintained
1108	TIM Tortoise Investment Management White Plains, New York	$14K	+$2.92K	3	0%	Increased
1109	VNA Valley National Advisers Bethlehem, Pennsylvania	$14K	-$58	1	0%	Reduced
1110	ZB Zions Bancorporation Salt Lake City, Utah	$14K	$0	1	0%	Maintained
1111	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$13K	+$2.63K	2	0.01%	Increased
1112	CA Centerpoint Advisors Needham, Massachusetts	$13K	+$11.1K	3	0.01%	New
1113	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$13K	+$12.2K	1	0.01%	New
1114	TCWA Ten Capital Wealth Advisors Spokane, Washington	$13K	-$1K	2	0.01%	Reduced
1115	EWM Edge Wealth Management New York	$12K	$0	1	0%	Maintained
1116	FCG Financial Connections Group Corte Madera, California	$12K	+$11.2K	2	0.01%	New
1117	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
1118	FP Financial Perspectives Minneapolis, Minnesota	$11.5K	-$52	2	0.01%	Reduced
1119	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$11K	+$10.8K	2	0%	New
1120	LWP Lumature Wealth Partners Alpharetta, Georgia	$11K	$0	1	0%	Maintained
1121	MAM Meeder Asset Management Dublin, Ohio	$11K	-$159K	2	0%	Reduced
1122	APC Aspire Private Capital Cornelius, North Carolina	$10K	$0	3	0%	Maintained
1123	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$10K	+$9.38K	1	0%	New
1124	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$10K	+$8.65K	1	0%	New
1125	CWP Concord Wealth Partners Abingdon, Virginia	$10K	+$4.15K	3	0%	Increased