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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
2001	DAS Daybright Advisory Services Miami, Florida	$258K	+$341K	1	0.06%	New
2002	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$257K	+$267K	1	0.16%	New
2003	SR Swiss Re Zurich, Switzerland	$257K	+$226K	2	0.02%	Increased
2004	SN Sittner & Nelson Eugene, Oregon	$253K	$0	1	0.08%	Maintained
2005	TBNY Trustco Bank (New York) Albany, New York	$253K	+$263K	1	0.18%	New
2006	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$252K	+$4.31K	3	0.07%	Increased
2007	CP Capital Planning Bellevue, Washington	$251K	+$261K	1	0.07%	New
2008	AMG Advisors Management Group La Crosse, Wisconsin	$250K	+$225K	1	0.04%	New
2009	1CP 17 Capital Partners Pheonix, Arizona	$248K	-$6.11K	1	0.11%	Reduced
2010	FIBOI First International Bank of Israel Tel Aviv,	$248K	+$180K	1	0.07%	New
2011	OL Optas LLC Austin, Texas	$247K	+$257K	1	0.03%	New
2012	PA PFW Advisors Atlanta, Georgia	$247K	+$179K	1	0.07%	New
2013	RAM Reflection Asset Management Isle Of Palms, South Carolina	$246K	+$55.3K	1	0.12%	Increased
2014	SAM Sagewood Asset Management New York	$246K	+$256K	1	0.06%	New
2015	MCC Money Concepts Capital Palm Beach Gardens, Florida	$246K	+$255K	1	0.01%	New
2016	MFF Michels Family Financial Fort Worth, Texas	$246K	+$178K	1	0.16%	New
2017	HA Heffernan Advisory Flagstaff, Arizona	$245K	+$255K	1	0.21%	New
2018	TLFA True Link Financial Advisors San Francisco, California	$245K	-$51K	1	0.01%	Reduced
2019	SB Strategic Blueprint Atlanta, Georgia	$245K	+$178K	1	0.01%	New
2020	RFA Register Financial Advisors Atlanta, Georgia	$244K	-$61.2K	1	0.07%	Reduced
2021	IAS Integrity Advisory Solutions Dallas, Texas	$244K	+$219K	1	0.03%	New
2022	RA Riverstone Advisors New Braunfels, Texas	$243K	+$253K	1	0.1%	New
2023	1C 111 Capital Paris, France	$243K	-$344K	1	0.04%	Reduced
2024	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$243K	-$37.8K	3	0.08%	Reduced
2025	CSI Clark & Stuart Inc Portland, Maine	$243K	+$177K	1	0.15%	New