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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	SIM Synergy Investment Management Altamonte Springs, Florida	$13.9K	+$10.7K	4	0%	New
2002	CWM Copia Wealth Management Bend, Oregon	$13.7K	$0	3	0.01%	Maintained
2003	AT Arlington Trust Birmingham, Alabama	$13.4K	+$12K	2	0%	New
2004	KG Kilter Group Rhinebeck, New York	$13.3K	+$5.25K	6	0.01%	Increased
2005	PWA Principia Wealth Advisory Dallas, Texas	$13K	+$2.87K	6	0.01%	Increased
2006	AFC Ares Financial Consulting Calabasas, California	$12.3K	$0	2	0.01%	Maintained
2007	MTC Matrix Trust Company Denver, Colorado	$12K	-$3.09K	1	0%	Reduced
2008	LWM Lodestone Wealth Management Spokane, Washington	$11.7K	+$15.2K	1	0%	New
2009	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$11.6K	+$9.78K	3	0.01%	Increased
2010	VWM Vermillion Wealth Management Rosemount, Minnesota	$11K	+$7.72K	4	0%	Increased
2011	Salem Investment Counselors Winston Salem, North Carolina	$10.9K	+$8.61K	2	0%	New
2012	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$9.71K	-$2.88K	1	0%	Reduced
2013	YP YANKCOM Partnership Yankton, South Dakota	$9.71K	$0	1	0%	Maintained
2014	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$9.46K	$0	1	0%	Maintained
2015	EWP Elevation Wealth Partners Santa Rosa, California	$9.32K	+$4.89K	1	0%	Increased
2016	SA Scarborough Advisors Annapolis, Maryland	$9.05K	+$7.29K	2	0%	New
2017	AP Aspect Partners Fairfax, Virginia	$8.59K	+$3.05K	3	0%	Increased
2018	ACA American Capital Advisory Ketchum, Idaho	$8.18K	+$2.44K	5	0%	Increased
2019	CT Caldwell Trust Venice, Florida	$8.04K	+$7.34K	1	0%	New
2020	LHEI Leo H. Evart Inc Redwood City, California	$7.81K	+$6.3K	2	0.01%	New
2021	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$7.64K	$0	1	0%	Maintained
2022	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$7.55K	+$7.59K	1	0.01%	New
2023	DF DecisionPoint Financial Mesa, Arizona	$7.39K	$0	4	0%	Maintained
2024	CW Curio Wealth Annapolis, Maryland	$7.36K	+$6.67K	3	0%	New
2025	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$7.23K	+$7.95K	2	0.01%	New