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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	GHP Investment Advisors Denver, Colorado	$36K	+$35K	5	0%	Increased
1927	Colonial Trust Advisors Spartanburg, South Carolina	$35.7K	$0	1	0%	Maintained
1928	CFM Cornerstone Financial Management Burlington, Massachusetts	$35.2K	+$3.27K	5	0.03%	Increased
1929	FCG Financial Connections Group Corte Madera, California	$35K	$0	1	0.01%	Maintained
1930	MIM Marshall Investment Management Littleton, Colorado	$35K	+$31.9K	3	0.02%	New
1931	GCP Gill Capital Partners Denver, Colorado	$34.8K	+$33K	3	0.01%	New
1932	Cassaday & Co Wealth Management Mclean, Virginia	$33.9K	+$36.4K	3	0%	New
1933	CIM Contravisory Investment Management Norwell, Massachusetts	$33.6K	-$2.01K	2	0.01%	Reduced
1934	SouthState Corp Winter Haven, Florida	$33.6K	+$6.91K	4	0%	Increased
1935	Clearstead Trust Portland, Maine	$33.4K	+$549	4	0.01%	Increased
1936	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$33K	$0	2	0.01%	Maintained
1937	AA AlphaCentric Advisors San Juan, Puerto Rico	$32.9K	+$42.6K	1	0.03%	New
1938	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$32K	+$25.7K	3	0.03%	New
1939	DF Dunhill Financial London, United Kingdom	$32K	+$10.6K	5	0.01%	Increased
1940	Grove Bank & Trust Miami, Florida	$31.6K	$0	1	0%	Maintained
1941	RWM Rialto Wealth Management Syracuse, New York	$31.6K	+$15.7K	6	0.01%	Increased
1942	Hughes Financial Services Herndon, Virginia	$31.4K	+$3.29K	6	0%	Increased
1943	Chilton Capital Management Houston, Texas	$31.3K	+$23.6K	2	0%	Increased
1944	NWM Nova Wealth Management Bonita Springs, Florida	$31K	+$40.2K	1	0.02%	New
1945	HNW High Note Wealth Deephaven, Minnesota	$30.8K	-$1.05K	4	0.01%	Reduced
1946	MEG Millstone Evans Group Boulder, Colorado	$30K	$0	2	0.02%	Maintained
1947	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$30K	+$2.97K	5	0.02%	Increased
1948	TFC Financial Management Boston, Massachusetts	$29.9K	-$6.74K	5	0%	Reduced
1949	MCA Midwest Capital Advisors Grand Rapids, Michigan	$29.3K	$0	1	0.01%	Maintained
1950	SI Sapience Investments Newport Beach, California	$28.7K	-$711K	2	3.72%	Reduced