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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
1601	ACM Accent Capital Management Centerville, Ohio	$60.8K	-$25.7K	1	0.03%	Reduced
1602	PWM Positano Wealth Management Hong Kong,	$60.8K	+$50.4K	1	0.05%	New
1603	AW Avion Wealth The Woodlands, Texas	$60K	+$22.1K	8	0.01%	Increased
1604	PWMG Private Wealth Management Group Princeton, New Jersey	$59.3K	-$1.03K	5	0.02%	Reduced
1605	CT Colonial Trust Spartanburg, South Carolina	$59.2K	-$74.3K	2	0.01%	Reduced
1606	PPC Park Place Capital Homewood, Alabama	$57.4K	-$2.31K	2	0.01%	Reduced
1607	MASECO Private Wealth London,	$56.9K	$0	1	0%	Maintained
1608	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$56.3K	+$49.2K	2	0.01%	New
1609	W WealthCollab Bellevue, Washington	$55.4K	-$1.69K	5	0.02%	Reduced
1610	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$55.4K	+$47.4K	1	0.01%	New
1611	M MOTCO San Antonio, Texas	$55.4K	$0	1	0.01%	Maintained
1612	PPA Pilgrim Partners Asia Singapore	$55.3K	+$38.5K	1	0.03%	New
1613	PP PFS Partners Mine Hill, New Jersey	$54.7K	$0	2	0.03%	Maintained
1614	MAM Morse Asset Management Darien, Connecticut	$54.3K	+$44.2K	2	0.01%	New
1615	TFM TFC Financial Management Boston, Massachusetts	$52.8K	$0	1	0.01%	Maintained
1616	SIC SJS Investment Consulting Sylvania, Ohio	$52K	+$24K	6	0.01%	Increased
1617	PMFA Plante Moran Financial Advisors Southfield, Michigan	$50.5K	$0	1	0%	Maintained
1618	TF Tompkins Financial Ithaca, New York	$50.2K	-$32.5K	2	0%	Reduced
1619	DV Trading Chicago, Illinois	$49.2K	+$35.4K	2	0%	New
1620	PAM Paradigm Asset Management New York	$48.5K	$0	1	0.01%	Maintained
1621	RT Rockland Trust Hanover, Massachusetts	$47.8K	$0	1	0%	Maintained
1622	TD Private Client Wealth New York	$46.3K	+$5.62K	7	0%	Increased
1623	RF Rossby Financial Melbourne, Florida	$46.3K	-$83.1K	5	0.01%	Reduced
1624	Close Asset Management London, United Kingdom	$46K	$0	1	0%	Maintained
1625	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$45.4K	$0	2	0.01%	Maintained