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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
1526	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$117K	$0	1	0.06%	Maintained
1527	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$116K	-$78.1K	1	0%	Reduced
1528	OCM Orion Capital Management Coronado, California	$116K	-$577	1	0.04%	Reduced
1529	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$111K	$0	1	0.06%	Maintained
1530	SWM Stronghold Wealth Management Tampa, Florida	$110K	+$106K	1	0.16%	New
1531	BIA Bell Investment Advisors Oakland, California	$110K	+$19.6K	6	0.02%	Increased
1532	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$109K	+$16K	1	0.08%	Increased
1533	WhitTier Trust Company Reno, Nevada	$104K	+$11.8K	4	0%	Increased
1534	1CP 17 Capital Partners Pheonix, Arizona	$103K	+$98.8K	1	0.05%	New
1535	NAS Nicolet Advisory Services Green Bay, Wisconsin	$102K	$0	1	0.01%	Maintained
1536	CAL Capital Advisors Ltd Shaker Heights, Ohio	$102K	+$604	4	0.01%	Increased
1537	KCM Kathmere Capital Management Wayne, Pennsylvania	$102K	+$111K	2	0.01%	New
1538	HM Payson & Co Portland, Maine	$102K	-$6.15K	2	0%	Reduced
1539	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$98.8K	+$16.5K	2	0%	Increased
1540	TFA Toth Financial Advisory Leesburg, Virginia	$98.7K	+$9.13K	4	0.01%	Increased
1541	RS Retirement Solution Redmond, Washington	$98.6K	$0	1	0.02%	Maintained
1542	NRC New Republic Capital Charlotte, North Carolina	$97K	+$93K	1	0.03%	New
1543	MTC McDaniel Terry & Co Austin, Texas	$96.8K	-$2.06K	1	0.01%	Reduced
1544	SEP Signature Equity Partners Columbus, Ohio	$96.2K	+$91.4K	6	0.05%	New
1545	JWM JGP Wealth Management Bend, Oregon	$95.3K	+$18.4K	1	0.01%	Increased
1546	Midwest Trust Overland Park, Kansas	$94.2K	-$1.23K	1	0%	Reduced
1547	CFFP Center for Financial Planning Southfied, Michigan	$92.3K	$0	1	0.01%	Maintained
1548	FCMT Founders Capital Management (Texas) Houston, Texas	$92.3K	-$15K	1	0.05%	Reduced
1549	SM Skaana Management Brooklyn, New York	$92.1K	$0	1	0.03%	Maintained
1550	TCM Traynor Capital Management Malvern, Pennsylvania	$90.5K	+$90.7K	1	0%	New