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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
1301	APG Abacus Planning Group Columbia, South Carolina	$65.9K	$0	1	0.01%	Maintained
1302	Mather Group Chicago, Illinois	$64.8K	+$56.4K	4	0%	New
1303	FCMT Founders Capital Management (Texas) Houston, Texas	$64.6K	$0	1	0.03%	Maintained
1304	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$64.6K	$0	1	0.03%	Maintained
1305	BIA Bell Investment Advisors Oakland, California	$64.1K	-$10.9K	6	0.01%	Reduced
1306	TF Tompkins Financial Ithaca, New York	$63.9K	$0	3	0.01%	Maintained
1307	FHC First Horizon Corporation Memphis, Tennessee	$63.4K	+$53K	5	0%	New
1308	CWM Consultiva Wealth Management San Juan, Puerto Rico	$63K	$0	1	0.18%	Maintained
1309	KP Keel Point Huntsville, Alabama	$59.6K	-$4.71K	1	0%	Reduced
1310	FFO Fortitude Family Office Scottsdale, Arizona	$59.1K	+$2.54K	7	0.02%	Increased
1311	HPM Hudson Portfolio Management Garrison, New York	$58.5K	$0	1	0.05%	Maintained
1312	BIP Wealth Atlanta, Georgia	$58.2K	$0	1	0%	Maintained
1313	AIA Alternative Investment Advisors Maitland, Florida	$57.9K	$0	1	0.03%	Maintained
1314	NCM Northside Capital Management Hood River, Oregon	$57.7K	$0	1	0.01%	Maintained
1315	HAS HBW Advisory Services Simi Valley, California	$57.5K	+$58.6K	1	0.01%	New
1316	JWM JGP Wealth Management Bend, Oregon	$57.4K	+$53.2K	1	0.01%	New
1317	CPG Cornerstone Planning Group Fairfield, New Jersey	$56.4K	+$15.7K	6	0.01%	Increased
1318	SL Sentry LLC Memphis, Tennessee	$55.4K	$0	1	0.01%	Maintained
1319	PPC Park Place Capital Homewood, Alabama	$54.9K	+$34.6K	2	0.01%	Increased
1320	RT Rockland Trust Hanover, Massachusetts	$54.7K	$0	1	0%	Maintained
1321	CFFP Center for Financial Planning Southfied, Michigan	$53.9K	$0	1	0.01%	Maintained
1322	TFM TFC Financial Management Boston, Massachusetts	$53.4K	$0	1	0.01%	Maintained
1323	MMCM Murphy & Mullick Capital Management Smithtown, New York	$53.1K	+$5.29K	2	0.04%	Increased
1324	CH Cromwell Holdings Jackson, Wyoming	$53.1K	-$7.72K	5	0.03%	Reduced
1325	CIAM Caitong International Asset Management Hong Kong	$52.9K	-$233K	5	0.04%	Reduced