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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
2026	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$243K	+$45.3K	3	0.13%	Increased
2027	FFA Founders Financial Alliance Raleigh, North Carolina	$243K	+$218K	1	0.03%	New
2028	CAL Capital Advisors Ltd Shaker Heights, Ohio	$241K	+$11.6K	4	0.02%	Increased
2029	TC Tejara Capital London, United Kingdom	$240K	+$250K	1	0.1%	New
2030	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$239K	$0	1	0.11%	Maintained
2031	PW PUREfi Wealth Boston, Massachusetts	$238K	+$208K	1	0.13%	New
2032	PFM Peak Financial Management Wellesley, Massachusetts	$238K	+$173K	1	0.05%	New
2033	AIA AIMZ Investment Advisors Los Altos, California	$238K	$0	1	0.07%	Maintained
2034	BCA Bay Colony Advisors Concord, Massachusetts	$237K	+$213K	1	0.03%	New
2035	BRF B. Riley Financial Los Angeles, California	$237K	+$266K	1	0.05%	New
2036	ZWA Zinnia Wealth Advisory Ocala, Florida	$237K	+$213K	1	0.24%	New
2037	SWA Stratos Wealth Advisors Beachwood, Ohio	$237K	+$246K	1	0.01%	New
2038	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$237K	$0	1	0.1%	Maintained
2039	SFS Sharp Financial Services Horsham, Pennsylvania	$237K	+$212K	1	0.11%	New
2040	VFG Victory Financial Group Austin, Texas	$236K	+$172K	1	0.02%	New
2041	TNAM Terra Nova Asset Management New York	$235K	-$112K	1	0.14%	Reduced
2042	SA Sovran Advisors San Diego, California	$235K	+$50.8K	1	0.02%	Increased
2043	IFS Ifrah Financial Services Little Rock, Arkansas	$235K	+$245K	1	0.06%	New
2044	ACM Ashford Capital Management Wilmington, Delaware	$235K	+$171K	1	0.03%	New
2045	ACG Allen Capital Group Grand Island, Nebraska	$234K	+$244K	1	0.02%	New
2046	IF Intrua Financial Houston, Texas	$234K	+$244K	1	0.02%	New
2047	CT Caldwell Trust Venice, Florida	$234K	+$208K	4	0.02%	Increased
2048	JTF J. Team Financial Abilene, Texas	$234K	+$257K	1	0.23%	New
2049	LBC Leigh Baldwin & Co Cazenovia, New York	$233K	+$204K	1	0.13%	New
2050	CAM Concorde Asset Management Ann Arbor, Michigan	$233K	-$27.7K	1	0.13%	Reduced