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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	GIP Greatmark Investment Partners Columbus, Georgia	$51.9K	$0	1	0.01%	Maintained
1177	OGF Orin Green Financial San Diego, California	$51.8K	$0	1	0.02%	Maintained
1178	PHS Pekin Hardy Strauss Chicago, Illinois	$51.8K	$0	1	0.01%	Maintained
1179	ES Eagle Strategies New York	$51.8K	+$51.5K	1	0.01%	New
1180	SIS Sound Income Strategies Ft Lauderdale, Florida	$51K	+$23.6K	3	0%	Increased
1181	WA WPG Advisers Baltimore, Maryland	$51K	+$19.5K	5	0.04%	Increased
1182	Edmond de Rothschild Holding Chambesy, Switzerland	$49.7K	$0	1	0%	Maintained
1183	Dynasty Wealth Management St. Petersburg, Florida	$48.5K	+$41.1K	1	0%	New
1184	MASECO Private Wealth London,	$47.5K	+$38.8K	1	0%	New
1185	IP Ignite Planners San Clemente, California	$47.5K	$0	1	0.01%	Maintained
1186	BHWM Beaird Harris Wealth Management Dallas, Texas	$46.6K	$0	1	0%	Maintained
1187	NC NewSquare Capital Newtown Square, Pennsylvania	$45.4K	+$18.5K	5	0%	Increased
1188	Chicago Partners Investment Group Chicago, Illinois	$45.3K	$0	1	0%	Maintained
1189	CFFP Center for Financial Planning Southfied, Michigan	$44.6K	$0	1	0.01%	Maintained
1190	IRC Investors Research Corp Atlanta, Georgia	$44.5K	-$402	1	0.01%	Reduced
1191	MCF Advisors Covington, Kentucky	$42.8K	+$2.8K	4	0%	Increased
1192	JSAM J. Safra Asset Management New York	$42.1K	-$12.3K	2	0%	Reduced
1193	HWM Hemington Wealth Management Falls Church, Virginia	$42K	+$9.92K	4	0.01%	Increased
1194	PC Promus Capital Chicago, Illinois	$41K	+$33.1K	1	0.03%	New
1195	MMCM Murphy & Mullick Capital Management Smithtown, New York	$40.5K	+$29.2K	3	0.03%	Increased
1196	OCM Orion Capital Management Coronado, California	$40.4K	$0	1	0.02%	Maintained
1197	PMFA Plante Moran Financial Advisors Southfield, Michigan	$40.4K	$0	1	0%	Maintained
1198	Hudson Bay Capital Management Stamford, Connecticut	$39.9K	+$33.8K	1	0%	New
1199	ACM Accent Capital Management Centerville, Ohio	$39K	$0	2	0.02%	Maintained
1200	PAM Paradigm Asset Management New York	$38.9K	$0	1	0.01%	Maintained