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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
1951	Edmond de Rothschild Holding Chambesy, Switzerland	$281K	+$242K	2	0%	New
1952	NB Nicolet Bankshares Green Bay, Wisconsin	$281K	-$125K	1	0.01%	Reduced
1953	MFA Millington Financial Advisors Naperville, Illinois	$280K	+$5.66K	1	0.11%	Increased
1954	QPW Quantum Private Wealth Tampa, Florida	$280K	$0	1	0.07%	Maintained
1955	LTM Lotus Technology Management Orlando, Florida	$279K	-$846K	1	0.34%	Reduced
1956	BA Bridgewater Advisors New York	$279K	-$219K	1	0.02%	Reduced
1957	LAS LWM Advisory Services Plantation, Florida	$278K	+$243K	1	0.5%	New
1958	WH Willner & Heller Encino, California	$278K	+$289K	1	0.17%	New
1959	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$277K	+$249K	1	0.16%	New
1960	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$277K	+$201K	1	0.05%	New
1961	RAG RIA Advisory Group Des Moines, Iowa	$276K	+$287K	1	0.06%	New
1962	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$276K	+$248K	1	0.08%	New
1963	First National Trust Hermitage, Pennsylvania	$276K	-$195K	1	0.01%	Reduced
1964	WSCM Wellington Shields Capital Management New York	$276K	+$248K	1	0.04%	New
1965	JHP James Hambro & Partners London, United Kingdom	$276K	-$141K	1	0.01%	Reduced
1966	MGI Miller Global Investments Dallas, Texas	$275K	-$2.19M	2	0.23%	Reduced
1967	Grimes & Company Westborough, Massachusetts	$275K	+$1.53K	1	0.01%	Increased
1968	FZCM Flynn Zito Capital Management Garden City, New York	$274K	+$199K	1	0.07%	New
1969	LSPW Lake Street Private Wealth Chicago, Illinois	$272K	+$244K	1	0.03%	New
1970	CGIM Cannon Global Investment Management Davie, Florida	$272K	-$189K	1	0.77%	Reduced
1971	MFFIA McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts	$272K	+$198K	1	0.16%	New
1972	WPP Whalerock Point Partners Providence, Rhode Island	$272K	+$198K	1	0.05%	New
1973	OCM Orion Capital Management Coronado, California	$271K	+$19.8K	2	0.08%	Increased
1974	TD Private Client Wealth New York	$270K	+$118K	7	0%	Increased
1975	RTC Real Talk Capital Franklin, Tennessee	$270K	+$280K	1	0.2%	New