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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
1976	VCM Vines Capital Management Monroe, Louisiana	$269K	-$6.63K	1	0.22%	Reduced
1977	Dynasty Wealth Management St. Petersburg, Florida	$269K	-$10.7K	1	0%	Reduced
1978	MAM Mullooly Asset Management Wall Township, New Jersey	$268K	$0	1	0.08%	Maintained
1979	Associated Banc-Corp Green Bay, Wisconsin	$268K	+$6.24K	1	0.01%	Increased
1980	OAS Optivise Advisory Services Franklin, Tennessee	$267K	+$194K	1	0.14%	New
1981	LJAC L.J. Altfest & Co New York	$267K	-$1.83M	1	0.03%	Reduced
1982	API Asset Planning Inc Cypress, California	$267K	+$194K	2	0.17%	New
1983	BSAM Blue Square Asset Management New York	$266K	+$257K	1	0.11%	New
1984	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$265K	+$238K	1	0.02%	New
1985	DW30 Drucker Wealth 3.0 Woodcliff Lake, New Jersey	$265K	-$5.35K	1	0.04%	Reduced
1986	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$265K	+$291K	1	0.02%	New
1987	RWC Rare Wolf Capital Bellevue, Washington	$265K	-$72.9K	1	0.17%	Reduced
1988	TDC Thompson Davis & Co Richmond, Virginia	$264K	-$203K	1	0.16%	Reduced
1989	TWM Thrive Wealth Management Audubon, Pennsylvania	$263K	+$236K	1	0.03%	New
1990	PWM Prentice Wealth Management Rochester, New York	$263K	+$191K	1	0.05%	New
1991	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$262K	+$1.64K	5	0.05%	Increased
1992	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$262K	-$150K	2	0.07%	Reduced
1993	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$262K	$0	1	0.09%	Maintained
1994	GMA Glassy Mountain Advisors Bethesda, Maryland	$261K	+$234K	1	0.07%	New
1995	PCM Poehling Capital Management Madison, Wisconsin	$261K	+$271K	1	0.06%	New
1996	CB Community Bank Dewitt, New York	$261K	$0	2	0.03%	Maintained
1997	Empower Advisory Group Greenwood Village, Colorado	$261K	-$32.1K	1	0%	Reduced
1998	VFP Verus Financial Partners Richmond, Virginia	$260K	$0	1	0.02%	Maintained
1999	HAS HBW Advisory Services Simi Valley, California	$260K	+$233K	1	0.02%	New
2000	TAM Townsend Asset Management Raleigh, North Carolina	$260K	+$270K	1	0.08%	New