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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
1651	HWM Hohimer Wealth Management Seattle, Washington	$32.4K	$0	1	0%	Maintained
1652	DCM Dorato Capital Management Denver, Colorado	$31.2K	+$30.4K	1	0.02%	New
1653	Bogart Wealth LLC Mclean, Virginia	$30.6K	+$2.39K	5	0%	Increased
1654	S Sachetta Lynnfield, Massachusetts	$28.6K	$0	5	0.02%	Maintained
1655	CTA Colonial Trust Advisors Spartanburg, South Carolina	$27.7K	$0	1	0%	Maintained
1656	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$27.2K	+$19.4K	2	0.01%	Increased
1657	FP Financial Perspectives Minneapolis, Minnesota	$24.6K	$0	2	0.01%	Maintained
1658	CA Crewe Advisors Salt Lake City, Utah	$24.6K	+$16.3K	1	0%	Increased
1659	HFS Hughes Financial Services Herndon, Virginia	$24.1K	-$914	5	0%	Reduced
1660	CFM Cornerstone Financial Management Burlington, Massachusetts	$23.5K	+$20K	5	0.02%	New
1661	BWM Bullock Wealth Management Bloomington, Indiana	$23.5K	$0	1	0.01%	Maintained
1662	FGAM Financial Gravity Asset Management Lakeway, Texas	$23.4K	+$19	2	0%	Increased
1663	BLC Brown, Lisle/Cummings Providence, Rhode Island	$23.4K	-$9.7K	1	0.01%	Reduced
1664	MEG Millstone Evans Group Boulder, Colorado	$23.3K	$0	2	0.01%	Maintained
1665	KA Kozak & Associates Highlands Ranch, Colorado	$23.2K	-$34.4K	1	0%	Reduced
1666	MO McMillan Office St. Clair Shores, Michigan	$22.2K	+$19.2K	2	0%	New
1667	PWA Physician Wealth Advisors Midvale, Utah	$22.2K	+$6.8K	7	0%	Increased
1668	LFA LGT Financial Advisors Dallas, Texas	$22K	$0	1	0.13%	Maintained
1669	CT Clearstead Trust Portland, Maine	$21.5K	+$3.31K	3	0%	Increased
1670	SFG Strive Financial Group Carmel, Indiana	$21.1K	+$17.9K	3	0.01%	New
1671	AAG Armstrong Advisory Group Needham, Massachusetts	$21K	+$8.44K	3	0%	Increased
1672	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$20.6K	+$3.42K	4	0.01%	Increased
1673	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$20.5K	$0	2	0.01%	Maintained
1674	MAM Marquette Asset Management Minneapolis, Minnesota	$20.4K	+$8.17K	4	0%	Increased
1675	IPS Investors Portfolio Services Puyallup, Washington	$20K	+$16.7K	2	0.02%	New