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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
1776	Chilton Capital Management Houston, Texas	$1.73K	+$1.84K	1	0%	New
1777	CCC Chelsea Counsel Company Los Angeles, California	$1.64K	$0	1	0%	Maintained
1778	FC Fairscale Capital Nashua, New Hampshire	$1.58K	$0	1	0%	Maintained
1779	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1.52K	+$748	2	0%	Increased
1780	GFA Godfrey Financial Associates Glenmont, New York	$1.38K	+$1.33K	2	0%	New
1781	CAIM Catherine Avery Investment Management Longboat Key, Florida	$1.29K	-$1.24K	1	0%	Reduced
1782	VFM Vision Financial Markets Stamford, Connecticut	$1.29K	$0	1	0%	Maintained
1783	TCM TD Capital Management Memphis, Tennessee	$1.18K	+$242	2	0%	Increased
1784	CWP Concord Wealth Partners Abingdon, Virginia	$1.15K	-$391	1	0%	Reduced
1785	PCFFS Pacific Center for Financial Services San Ramon, California	$1.11K	$0	1	0%	Maintained
1786	TPBG Turning Point Benefit Group Frederick, Maryland	$1.1K	+$770	1	0%	New
1787	FFL Financial Freedom LLC Cincinnati, Ohio	$1.1K	+$6	1	0%	Increased
1788	CX Institutional Auburn, Indiana	$1K	+$776	1	0%	New
1789	EWM Evermay Wealth Management Arlington, Virginia	$971	+$620	1	0%	Increased
1790	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$970	+$930	1	0%	New
1791	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$906	+$868	1	0%	New
1792	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$841	+$806	1	0%	New
1793	DCM Davis Capital Management Jacksonville, Florida	$837	+$687	2	0%	New
1794	BGAI Bruce G. Allen Investments Denver, Colorado	$770	$0	1	0%	Maintained
1795	APW Atlantic Private Wealth Chapel Hill, North Carolina	$719	+$769	1	0%	New
1796	PG Proffitt & Goodson Knoxville, Tennessee	$702	$0	1	0%	Maintained
1797	SA Seneschal Advisors Tacoma, Washington	$653	+$538	2	0%	New
1798	SNB Security National Bank Omaha, Nebraska	$647	$0	1	0%	Maintained
1799	HC Hurley Capital New York	$582	$0	1	0%	Maintained
1800	RJA Ross\Johnson & Associates Plymouth, Minnesota	$554	+$407	2	0.01%	New