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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	CJ Caitlin John Brighton, Michigan	$19.6K	+$19.9K	3	0.01%	Increased
1977	Bartlett & Co Wealth Management Cincinnati, Ohio	$19.2K	+$12.2K	4	0%	Increased
1978	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$18.8K	+$4.29K	4	0%	Increased
1979	WAG Wilkerson Advisory Group Columbia, Missouri	$18.3K	+$11.5K	2	0.01%	Increased
1980	IPS Investors Portfolio Services Puyallup, Washington	$17.9K	-$8.7K	2	0.02%	Reduced
1981	BAM BOCHK Asset Management Hong Kong	$17.9K	-$54K	1	0%	Reduced
1982	OBC Oakum Bay Capital Westport, Connecticut	$17.8K	+$19.5K	1	0.01%	New
1983	DWM Darwin Wealth Management Tampa, Florida	$17.5K	+$15	3	0.01%	Increased
1984	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$16.9K	+$6.43K	4	0%	Increased
1985	RFG REAP Financial Group Austin, Texas	$16.9K	+$12.8K	1	0%	New
1986	SR Swiss Re Zurich, Switzerland	$16.7K	$0	1	0.1%	Maintained
1987	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$16.6K	+$730	4	0%	Increased
1988	MIM MTM Investment Management Spartanburg, South Carolina	$16.1K	$0	1	0.01%	Maintained
1989	AAG Armstrong Advisory Group Needham, Massachusetts	$16K	-$6.69K	4	0%	Reduced
1990	JGCM Joseph Group Capital Management Columbus, Ohio	$15.9K	+$12.5K	1	0%	New
1991	MCM MV Capital Management Bethesda, Maryland	$15.8K	+$9.04K	5	0%	Increased
1992	BWM Bullock Wealth Management Bloomington, Indiana	$15.6K	$0	1	0.01%	Maintained
1993	BCM Boreal Capital Management Miami, Florida	$15.1K	$0	1	0.01%	Maintained
1994	HWP Highline Wealth Partners Sherman Oaks, California	$14.9K	-$6.15K	5	0%	Reduced
1995	NB NBT Bank Norwich, New York	$14.6K	-$30K	2	0%	Reduced
1996	JWM JPL Wealth Management Highlands Ranch, Colorado	$14.5K	+$12.1K	5	0%	New
1997	LFA LGT Financial Advisors Dallas, Texas	$14.4K	$0	1	0.07%	Maintained
1998	MCA McGuire Capital Advisors Bethany, Oklahoma	$14.1K	-$12.5K	1	0.01%	Reduced
1999	SRCM Signature Resources Capital Management Newport Beach, California	$14.1K	$0	1	0.01%	Maintained
2000	QWM Quaker Wealth Management Moorestown, New Jersey	$13.9K	+$8.26K	4	0%	Increased