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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
1176	MMCM Murphy & Mullick Capital Management Smithtown, New York	$4.22K	$0	2	0%	Maintained
1177	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$4.22K	$0	1	0%	Maintained
1178	HI Hoey Investments Coatesville, Pennsylvania	$4.19K	-$3.52K	2	0%	Reduced
1179	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	$0	1	0%	Maintained
1180	CT Clearstead Trust Portland, Maine	$3.81K	+$4.98K	1	0%	New
1181	BFS Bare Financial Services Gap, Pennsylvania	$3.71K	+$4.65K	4	0%	New
1182	AFG Albion Financial Group Salt Lake City, Utah	$3.58K	$0	1	0%	Maintained
1183	MIM Marshall Investment Management Littleton, Colorado	$3.41K	+$5.28K	1	0%	New
1184	WTA Washington Trust Advisors Wellesley, Massachusetts	$3.3K	+$4.08K	1	0%	New
1185	Country Trust Bank Bloomington, Illinois	$3.2K	+$4.19K	1	0%	New
1186	CWM Crowley Wealth Management Wilmington, Delaware	$3.17K	-$5.46K	2	0%	Reduced
1187	ANBT American National Bank & Trust Wichita Falls, Texas	$3.16K	$0	1	0%	Maintained
1188	GFPC Global Financial Private Client Sarasota, Florida	$3.14K	+$2.83K	2	0%	Increased
1189	NECFA New England Capital Financial Advisors Meriden, Connecticut	$3.14K	$0	2	0%	Maintained
1190	SVCP Silicon Valley Capital Partners San Jose, California	$3.13K	$0	1	0%	Maintained
1191	AT Avalon Trust Santa Fe, New Mexico	$3.11K	$0	1	0%	Maintained
1192	CFO CVA Family Office Denver, Colorado	$3.09K	+$531	2	0%	Increased
1193	HNW High Note Wealth Deephaven, Minnesota	$3.02K	+$3.95K	1	0%	New
1194	AW Avion Wealth The Woodlands, Texas	$3K	+$652	5	0%	Increased
1195	BFP Briaud Financial Planning College Station, Texas	$3K	$0	1	0%	Maintained
1196	FCG Financial Connections Group Corte Madera, California	$3K	$0	1	0%	Maintained
1197	HFS Hughes Financial Services Herndon, Virginia	$2.86K	+$3.48K	4	0%	New
1198	NSIM North Star Investment Management Chicago, Illinois	$2.84K	-$793	1	0%	Reduced
1199	GBT Grove Bank & Trust Miami, Florida	$2.81K	$0	1	0%	Maintained
1200	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$2.73K	-$154	3	0%	Reduced