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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
1251	Capital Analysts LLC Fort Washington, Pennsylvania	$5K	+$4.16K	1	0%	New
1252	MMCM Murphy & Mullick Capital Management Smithtown, New York	$4.98K	+$4.44K	2	0%	New
1253	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$4.55K	$0	1	0%	Maintained
1254	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$4.5K	+$3.05K	5	0%	Increased
1255	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.5K	$0	1	0%	Maintained
1256	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$4.27K	$0	1	0%	Maintained
1257	CPG Cornerstone Planning Group Fairfield, New Jersey	$4.23K	-$8.02K	3	0%	Reduced
1258	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$4.21K	+$4.24K	1	0%	New
1259	SVCP Silicon Valley Capital Partners San Jose, California	$4.2K	$0	1	0%	Maintained
1260	CA Continuum Advisory Eagle, Idaho	$4.12K	+$1.54K	3	0%	Increased
1261	AT Avalon Trust Santa Fe, New Mexico	$4.03K	+$3.9K	1	0%	New
1262	LIS Legacy Investment Solutions Meridian, Idaho	$4.03K	-$900	1	0%	Reduced
1263	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$4.03K	-$900	1	0%	Reduced
1264	BFP Briaud Financial Planning College Station, Texas	$4K	+$5K	1	0%	New
1265	FCG Financial Connections Group Corte Madera, California	$4K	$0	1	0%	Maintained
1266	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.9K	$0	1	0%	Maintained
1267	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$3.88K	-$3.5K	3	0%	Reduced
1268	RAM Riggs Asset Management Dallas, Pennsylvania	$3.88K	$0	3	0%	Maintained
1269	ZB Zions Bancorporation Salt Lake City, Utah	$3.84K	-$3.14K	1	0%	Reduced
1270	GBT Grove Bank & Trust Miami, Florida	$3.78K	-$1.35K	1	0%	Reduced
1271	TD Private Client Wealth New York	$3.72K	+$245	2	0%	Increased
1272	NECFA New England Capital Financial Advisors Meriden, Connecticut	$3.43K	$0	2	0%	Maintained
1273	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$3.31K	+$3.5K	1	0%	New
1274	SC Stephens Consulting Flint, Michigan	$3.12K	-$3.55K	1	0%	Reduced
1275	NSIM North Star Investment Management Chicago, Illinois	$3.11K	+$4	1	0%	Increased