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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
1926	HCMG Howard Capital Management Group Los Angeles, California	$300K	$0	1	0.02%	Maintained
1927	LK Lumbard & Kellner Hollis, New Hampshire	$297K	-$326K	1	0.09%	Reduced
1928	S Sunpointe St. Louis, Missouri	$296K	+$7.89K	1	0.08%	Increased
1929	CFO CVA Family Office Denver, Colorado	$295K	+$104K	6	0.03%	Increased
1930	EWM Elevatus Welath Management Victor, New York	$295K	+$286K	1	0.07%	New
1931	CFD Creative Financial Designs Kokomo, Indiana	$295K	+$160K	6	0.01%	Increased
1932	SIM Seaview Investment Managers Miami, Florida	$295K	+$214K	1	0.09%	New
1933	AWM Aviso Wealth Management Bellevue, Washington	$294K	-$11.2K	1	0.1%	Reduced
1934	IAN Integrated Advisors Network Dallas, Texas	$293K	+$263K	1	0.01%	New
1935	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$293K	+$262K	1	0.05%	New
1936	BB Burford Brothers Dallas, Texas	$291K	+$23.8K	1	0.11%	Increased
1937	RIS Richmond Investment Services Mequon, Wisconsin	$291K	+$212K	1	0.09%	New
1938	GFG GR Financial Group Tucson, Arizona	$291K	+$261K	1	0.04%	New
1939	MHC May Hill Capital Cohasset, Massachusetts	$290K	+$141K	1	0.06%	Increased
1940	SWM Stronghold Wealth Management Tampa, Florida	$289K	+$33.9K	1	0.39%	Increased
1941	LSIA LaSalle St. Investment Advisors Elmhurst, Illinois	$288K	+$299K	1	0.04%	New
1942	CA COFG Advisors Oak Brook, Illinois	$287K	+$208K	1	0.05%	New
1943	MCM Monument Capital Management Alexandria, Virginia	$286K	+$297K	1	0.06%	New
1944	TDB Thompson David Blair	$286K	+$297K	1	0.14%	New
1945	PHS Pekin Hardy Strauss Chicago, Illinois	$284K	+$147K	1	0.03%	Increased
1946	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$284K	+$7.26K	3	0.01%	Increased
1947	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$284K	-$880K	1	0.04%	Reduced
1948	Focus Financial Network Minneapolis, Minnesota	$282K	+$772	1	0.01%	Increased
1949	NHT New Hampshire Trust Concord, New Hampshire	$282K	+$253K	1	0.05%	New
1950	LCWM Legacy Capital Wealth Management The Woodlands, Texas	$282K	+$309K	1	0.13%	New